每日投行/机构观点梳理（2024-07-23） 1. 大摩：对股市而言，企业盈利情况比美国大选更为重要。 2. 小摩：英镑涨势面临风险，因看涨押注触及纪录高位。 3. 瑞银：料美民主党总统候选人不会大幅改变政策重点。 4. 花旗：欧元/日元若逼近180，日本当局可能出手干预。 5. 裕信银行：拜登退选对美元影响不大。 6. 凯投宏观：特朗普将面临哈里斯这个更强劲的对手。 7. 富国银行：料美联储本月将为降息打开大门。 8. 德商银行：欧元区债券市场等待本周的数据指引。 9. 荷兰国际：欧元本周有望温和下跌。 10. 德商银行：英国通胀压力可能会再次上升。 11. 德意志银行：拜登退选可能将降低“特朗普交易”的动力。
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