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鲍威尔任务艰巨,FOMC期间建议做空欧元兑美元;① 三菱日联对本周联邦公开市场委员会(FOMC)政策会议的预期进行了讨论,希望在会议期间做空欧元兑美元;② 美联储主席鲍威尔本周将面临一项艰巨的任务,那就是抑制人们出售美国国债的热情。GDP增长的规模将通过美联储自己的修正得到强调。该行的感觉是,鲍威尔将关注就业,而不是GDP增长,以证明他的极端鸽派立场是正确的;③ 总体而言,该行认为鲍威尔在改变美国利率和美元走势方面有一项艰巨的任务,并在上周五建立了做空欧元兑美元的交易想法,目前认为短期内美元会进一步走强

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