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JPM_Retail Radar Wednesday, July 9, 2025

海外研报

JPM_US Market Intell Macro Week Ahead

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Mizuho What you need to know about the UK in 2025

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MS_Long AUD Positioning of Tactical Investors Ahead of RBA_20250707

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MUFG_Asia FX Outlook 2H 2025-20250704

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Nomura - Asia Insights - China- Bracing for a demand cliff_20250709

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Rabobank The 'Oys' from Brazil (and not only there)

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SocGen - Forex Trade Idea - Buy AUD USD calls RKO

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SocGen - FX View - Quietly optimistic about AUD….

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SocGen - FX7 Charts - The yen badly needs lower US yields

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