欧元兑美元尚未走出困境;法国兴业银行表示,头寸调整不再是欧元的拖累因素,但美国国债收益率上升,以及美国经济增长预期不断上调,而欧洲经济却低迷不振,都表明欧元尚未脱离困境,自上月以来,2021年美国经济增长共识已从5%上升至5.7%,而欧元区经济增长共识保持在4.2%,但对欧洲来说,这应该是最糟糕的情况了;过去一个月,欧盟与美国的2年期息差扩大了10个基点,10年期收益率息差扩大了近20个基点,2年期实际息差扩大了30个基点;CFTC的仓位确实显示出了进展,这比之前的两个图表更能说明问题,在此基础上,欧元看起来不再是如此严重超买
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