海外研报

Global FX Positioning: A Reduction in Short USD Positions

In the week ending Friday, August 30, options pricing data indicate that investors added long USD (DXY) positions, and increased short EUR and GBP positions. In the

US Housing Outlook:

Housing recovery continues driven by low supply. But housing demand is gradually softening because of high

BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913

G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.