央行重新成为焦点

关键论点

• 央行政策在地缘政治主导后重新成为汇市 decisive 驱动。
• 美元短期受鹰派美联储预期支撑，但中期预计小幅走弱。
• 欧元受欧洲央行相对限制性立场及强于预期的欧元区动能支撑。
• 日元持续升值需日本央行更限制性政策；人民币渐进升值趋势料延续。

对应原文证据

1. In this report, we assess the likely direction of major currencies over the coming 12 months and discuss the key factors expected to shape their performance.
2. • While the USD is currently supported by expectations of a more hawkish Fed, we expect it to weaken somewhat over the medium term. · medium-term
3. Supportive factors for the EUR include the ECB’s relatively restrictive policy stance and stronger-than-expected economic momentum across the euro area.