JPMorgan-Key Currency Views Weeks where decades happen-109780525
Global FX Strategy July/Aug 2024 delivered a vol shock for FX, culminating in a huge JPY rally and attendant drawdown on the favored FX carry trade.
Global FX Strategy July/Aug 2024 delivered a vol shock for FX, culminating in a huge JPY rally and attendant drawdown on the favored FX carry trade.
Global FX Strategy July/Aug 2024 delivered a vol shock for FX, culminating in a huge JPY rally and attendant drawdown on the favored FX carry trade.
Global FX Strategy July/Aug 2024 delivered a vol shock for FX, culminating in a huge JPY rally and attendant drawdown on the favored FX carry trade.核心数据:Carry trades have erased YTD gains; we estimate 65-75% of;Carry trades have erased YTD gains; we estimate 6575% of positioning being unwound. Looking forward,。
覆盖 2024 年,全文约 50。
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适合战略规划、行业研究员等读者参考。
重点分析了PLC等议题。