美银美林2017顶级交易:做空美国利率 做空欧元日元 美银美林认为利率市场已高估了加息预期,这与特朗普的财政刺激不一致。欧洲将面对数场关键性选举冲击下,看空欧元。因为美日利差扩大,看好美元/日元。中美角力中,推荐美元看涨期权和人民币看跌期权,同时看空新兴市场长债。
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