聚焦野村_核心关注方向:战争背景下的高确信度交易。shock/recession. We believe the reaction in this scenario could be less USD strength in the G10 (possibly some repatriation risk that supports the JPY and EUR), while Asia FX would likely continue to depreciate against the USD (some relative outperformance in CNH).
聚焦野村_核心关注方向:战争背景下的高确信度交易。shock/recession. We believe the reaction in this scenario could be less USD strength in the G10 (possibly some repatriation risk that supports the JPY and EUR), while Asia FX would likely continue to depreciate against the USD (some relative outperformance in CNH).
聚焦野村_核心关注方向:战争背景下的高确信度交易。shock/recession. We believe the reaction in this scenario could be less USD strength in the G10 (possibly some repatriation risk that supports the JPY and EUR), while Asia FX would likely continue to depreciate against the USD (some relative outperformance in CNH).
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重点分析了野村_核心关注方向、战争背景下的高确信度交易等议题。