GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism

The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot

应用介绍

The end of Summer brought relief to pro-cyclical assets and a broadly weaker
n
Dollar as the combination of still-resilient US growth and the Fed’s dovish pivot
drove both yields and rate volatility lower. That was followed by a further boost to
risk sentiment and non-USD assets from a larger-than-expected announcement
of China stimulus, fueling optimism on global growth.

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