Kit Juckes, Chief Global FX Strategist at Société Générale, analyzes the FX picture.
AUD and NZD are vulnerable as yields fall and China struggles
AUD and NZD are vulnerable as yields fall and China struggles, JPY will likely stay in the current range for a while longer (but a stronger Yen still seems inevitable over time) and it may still be too soon for a Wile E Coyote moment in Sterling.
Maybe slowly buying more NOK and SEK will be the best course of action, given superattractive levels and the possibility they’ll be much stronger by this time next year.
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
暂无评论。 来发表第一条观点吧。