风险提示:本文所述仅代表作者个人观点,不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证,对于基于该内容所采取的任何行为,不承担任何责任,除非另有书面明确说明。
喜欢的话,赞赏支持一下
EUR/JPY has pushed back up to 150. Economists at ING analyze the pair’s outlook.
Any signs of US disinflation would allow risk assets to stay bid for longer, keeping EUR/JPY bid.
For the ECB, we and the market look for two more 25 bps hikes (June and July) taking the deposit rate to 3.75%. Our team also looks for the first ECB cut in 2Q24.
Unless some financial crisis emerges, it now looks like EUR/JPY can stay stronger for longer. Alternatively, some independent BoJ tightening would have to be the bearish game changer here.
风险提示:本文所述仅代表作者个人观点,不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证,对于基于该内容所采取的任何行为,不承担任何责任,除非另有书面明确说明。

暂无评论,立马抢沙发