海外研报

Implications of Higher Tariffs for Euro Area and US Monetary Policy

Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.

FX Trade Idea-Sell EUR/USD

towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery