道明证券研究倾向于做空澳元/美元和纽元/加元。
该行讨论了全球宏观波动定价缺口。或许今天的谜团部分在于,在市场定价错误的背景下,人们从一个主题转向了另一个主题。
该行预计未来将出现更多动荡,全球波动量指标将出现缺口。鉴于全球意外数据的增多,小骚动提供了释放阀。因此,该行增加了新的澳元/美元空头,并继续做空纽元/加元。
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