Flash Notes
类型:投资策略 机构:大华银行有限公司 研究员:大华银行研究所 日期:2017-09-07
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Three key indicators suggest that the USD may be oversold and that it may be unrealistic to extrapolate the USD weakness thatwe had witnessed so far this year. The three key indicators are market positioning, real yield carry and seasonality.
The trigger for renewed USD strength will likely be the US Federal Reserve reiterating its commitment to gradual rate hikes andproviding clearly details and timeline of Balance Sheet Reduction.
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