1. BlackRock: Fed has left room for a rate cut in September. 2. Mitsubishi UFJ: Fed rate cut expectations may be 'outdated', the dollar may fall. 3. Yutaka Bank: Given the cautious attitude of the Fed, the risk tends to delay the start of the rate cut this year. 4. BNP Paribas: The US dollar will remain range-bound until the slowdown in economic growth. 5. Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen against the dollar will fall to 158. 6. BNP Paribas: The likelihood of a rate hike by the Bank of Japan in July has decreased. 7. OCBC Bank: After the interest rate decision of the Bank of Japan, the minimum resistance path for the USD/JPY 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: 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 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 room for a rate cut in September. 2. Mitsubishi UFJ: Fed rate cut expectations may be 'outdated', the dollar may fall. 3. Yutaka Bank: Given the cautious attitude of the Fed, the risk tends to delay the start of the rate cut this year. 4. BNP Paribas: The US dollar will remain range-bound until the slowdown in economic growth. 5. Bank of Canada: The decision of the Bank of Japan is seen as dovish, so the yen against the dollar will fall to 158. 6. BNP Paribas: The likelihood of a rate hike by the Bank of Japan in July has decreased. 7. OCBC Bank: After the interest rate decision of the Bank of Japan, the minimum resistance path for the USD/JPY 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: 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 before the election. 13. Morgan Stanley: The sell-off of French bank stocks is driven by macro events rather than fundamental factors.