1. BlackRock: Fed has left policy room for rate cuts in September. 2. Mitsubishi UFJ: The expectation of a Fed rate cut may be outdated and the US dollar may fall. 3. Yuexin Bank: Given the cautious attitude of the Fed, the risk tends to delay the start of rate cuts this year. 4. Natixis: Before the slowdown in US economic growth, the US dollar will remain volatile in a range. 5. National Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen against the US dollar will fall to 158. 6. Natixis: The probability of the Bank of Japan raising interest rates in July has decreased. 7. Oversea-Chinese Banking Corporation: After the Bank of Japan's interest rate decision, the path with the least resistance for the USD/JPY pair 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. Pansen Macro: Although the industrial output in the eurozone fell in April, it still showed hope. 11. Nomura Securities: The Bank of England may start cutting interest rates in August. 12. Citigroup: The volatility of French bank stocks may remain before 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: Fed has left policy room for rate cuts in September. 2. Mitsubishi UFJ: The expectation of a Fed rate cut may be outdated and the US dollar may fall. 3. Yuexin Bank: Given the cautious attitude of the Fed, the risk tends to delay the start of rate cuts this year. 4. Natixis: Before the slowdown in US economic growth, the US dollar will remain volatile in a range. 5. National Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen against the US dollar will fall to 158. 6. Natixis: The probability of the Bank of Japan raising interest rates in July has decreased. 7. Oversea-Chinese Banking Corporation: After the Bank of Japan's interest rate decision, the path with the least resistance for the USD/JPY pair 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. Pansen Macro: Although the industrial output in the eurozone fell in April, it still showed hope. 11. Nomura Securities: The Bank of England may start cutting interest rates in August. 12. Citigroup: The volatility of French bank stocks may remain before the election. 13. Morgan Stanley: The sell-off of French bank stocks is driven by macro events rather than fundamental factors.