JPMorgan Econ FI-Asian FX Back to square one Move from UW to MW Asia FX in G...-109693877

2024-08管理咨询15免费

📄 文件全名: 《JPMorgan Econ FI-Asian FX Back to square one Move from UW to MW Asia FX in G...-109693877.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Fair value projection - new JPMf (2Q25 10y UST at 3.15%)
Fair value projection - old JPMf (2Q25 10y UST at 3.9%)
outsized fixing-spot gap has suddenly fully dissipated. USD/CNH is now more than 2%
gap now stands at 7.16 vs 7.30 a month ago, and spot is tracking merely 0.2% below
reached ~3% and ~1% below rate fundamentals, respectively. The absence of a
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报告摘要

Asia Pacific Emerging Markets Asian FX: Back to square one Move from UW to MW Asia FX in GBI-EM; lower USD/

📋 核心要点(部分)

06 August 2024

❓ 常见问题

《JPMorgan Econ FI-Asian FX Back to square one Move from UW to MW Asia FX in G...-109693877》主要包含哪些内容?

Asia Pacific Emerging Markets Asian FX: Back to square one Move from UW to MW Asia FX in GBI-EM; lower USD/核心数据:Fair value projection - new JPMf (2Q25 10y UST at 3.15%);Fair value projection - old JPMf (2Q25 10y UST at 3.9%);outsized fixing-spot gap has suddenly fully dissipated. USD/CNH is now more than 2%。

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