美国银行:欧元和日元协同走势即将结束 建议做多欧元

格隆汇
22 Apr

格隆汇4月22日|欧元和日元是今年表现最好的两种发达市场货币,对美元都升值了12%左右。美国银行分析师认为,两种货币的协同走势可能会改变,因日元涨势比欧元更为脆弱,因此他们建议买入欧元/日元一年期看涨期权。理由包括:1)欧元和日元的投机性仓位均为大量净多头,但日元多头仓位更为紧张,为该货币对反弹留下空间。2)仓位紧张的部分原因是市场预期美日汇率协议将导致日元进一步走强。然而,美国银行认为,美日双方...

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