bullish

Global FX: Are trade risks already priced into currencies?

297 Views18 Nov 2024 12:27
Podcast
SUMMARY
  • Market fluctuations in CNY and Euro currencies, potential impact of PBOC reaction function and ECB policies
  • Possibility of increased pessimism in Europe not fully priced in, with potential for further downside in Euro
  • Recommendations for underweight positions on Euro compared to USD, Swiss Franc, and Japanese Yen, with potential for continued market movement

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Podcast by J.P. Morgan analysts on global markets
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