風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
喜歡的話，讚賞支持一下
Meanwhile, the yen is in a big spot of bother, FX strategist Kit Juckes at Societe Generale notes.
“In early May 10-year Note yields were trading above 4.5% and USD/JPY was at 153, but here we are with yields down by 25bop and USD/JPY up near 160 again. Client warnings that with yield differentials this big, it isn’t the direction of those differentials which matters as much as their sheer size, seem to be validated.”
“Value investors are chased away by carry traders and the only way to chase them off decisively may be for the Federal Reserve (Fed) to cut rates (probably more than once). The Bank of Japan (BoJ) is in for a long summer and perhaps a long Autumn too.”
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
暫無評論，立馬搶沙發