士丹利：宏观战略的G10 外汇图表
摩根史丹利·2024-06-11 02:27
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Morgan Stanley RESEARCH June 6, 2024 06:47 PM GMT Global Macro Strategy I Global G10 FX Chart Pack Top charts we are watching for each G1O currency with economic indicators, flows, positioning, and drivers. Risk currencies outperform funders thanks to falling global rates USD View: Neutral I Skew: Bullish USD-positive rate differentials and further US election risk premium being priced in suggest that USD should keep rising into 2H24. 和研报数 We see EUR weighed down by its negative ...