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文件名称:【巴克莱-2025研究报告】交叉货币中的中央银行:美国通胀失踪与地缘政治.pdf
文件大小:462.35 KB
总页数:15 页
更新时间:2025-07-02
总字数:约9.53万字
文档摘要

FICCResearch

FXStrategy

15June2025

FXEMWeeklyThoughts

Centralbanksincross-currents

SIGNATURE

UnexpectedlysoftUSinflationhasraisedthespectreofa

dovishFedpivotwhilegeopoliticalrisksremaindollar

supportive.MostG10centralbanksshouldstaytheLefterisFarmakis

+44(0)2035556549

previewedcoursethisweek,butweseemodesthawkishlefteris.farmakis@

communicationrisksfromtheSNBanddovishonesfromtheBarclays,UK

ThemistoklisFiotakis

BOE.

+44(0)2077732002

themos.fiotakis@

USD|EUR|JPY|GBP|Commodity|ScandiesCHF

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NJA

|LatAm|

EEMEABarclays,UK