1. BlackRock: The Federal Reserve has left room for interest rate cuts in September. 2. Mitsubishi UFJ Financial Group: Expectations of interest rate cuts by the Federal Reserve may be outdated, and the US dollar may fall. 3. Yucho Bank: Given the cautious attitude of the Federal Reserve, the risks tend to delay interest rate cuts this year. 4. Societe Generale: The US dollar will remain range-bound until the US economic growth slows down. 5. Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen will fall to 158 against the US dollar. 6. Societe Generale: The probability of the Bank of Japan raising interest rates in July has decreased. 7. OCBC Bank: The least resistance path for the USD/JPY after the Bank of Japan's interest rate decision is upward. 8. Nomura Securities: The Bank of Japan is more inclined to mechanically cut the scale of bond purchases. 9. Nomura Securities: The unemployment rate may rise and the focus of the Reserve Bank of Australia will shift from inflation. 10. Pantheon Macroeconomics: Despite the decline in industrial output in the eurozone in April, there is still hope. 11. Nomura Securities: The Bank of England may start cutting interest rates in August. 12. Citigroup: The volatility of French bank stocks may be maintained until the election. 13. Morgan Stanley: The sell-off of French bank stocks is driven by macro events rather than fundamental factors.
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1. BlackRock: The Federal Reserve has left room for interest rate cuts in September. 2. Mitsubishi UFJ Financial Group: Expectations of interest rate cuts by the Federal Reserve may be outdated, and the US dollar may fall. 3. Yucho Bank: Given the cautious attitude of the Federal Reserve, the risks tend to delay interest rate cuts this year. 4. Societe Generale: The US dollar will remain range-bound until the US economic growth slows down. 5. Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen will fall to 158 against the US dollar. 6. Societe Generale: The probability of the Bank of Japan raising interest rates in July has decreased. 7. OCBC Bank: The least resistance path for the USD/JPY after the Bank of Japan's interest rate decision is upward. 8. Nomura Securities: The Bank of Japan is more inclined to mechanically cut the scale of bond purchases. 9. Nomura Securities: The unemployment rate may rise and the focus of the Reserve Bank of Australia will shift from inflation. 10. Pantheon Macroeconomics: Despite the decline in industrial output in the eurozone in April, there is still hope. 11. Nomura Securities: The Bank of England may start cutting interest rates in August. 12. Citigroup: The volatility of French bank stocks may be maintained until the election. 13. Morgan Stanley: The sell-off of French bank stocks is driven by macro events rather than fundamental factors.