Institutional desk Sell-side卖方

GS MORNING 1 JPY and Intervention Call Takeaways 2 FX Correlation Themes 3 Jan Hatzius’ Latest 4 Weekend Macro Call Key Quotes and 5 China Energy Deman

Aug 4, 20267 pages页

From the report报告摘录JPY Intervention Scale: $100-110bn over 3 days (vs prior $25-30bn), US-Japan coordination targeting USDJPY <158 (200-day MA), short-term cap at 158.50 - BOJ Policy Shift Expectation: Market prices higher likelihood of…

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