问货币的挺多，自己简单说下个人逻辑：
1、下图，可以直接看出来ECB当前的困境，通胀那么高，基准利率还是负的，这些年想搞日本化的MMT，实际上已经算是日本化了。
2、欧元区不少国家贸易逆差，连老牌制造业强国德国都出现了几十年没有出现的逆差（虽然不大）但值得玩味。
3、还有那些高负债的南欧几头猪。经济差的一比。
4、俄乌冲突给欧元区带来的麻烦，资本持续外流是无疑的，投资人对欧元区经济信心持续下降。
欧元对美元贬值毫无招架之力！加之美联储货币政策正常化，欧元烂透了。另外烂的就是日元和英镑。
货币建议大家右侧交易，也就是等美元指数见顶，或者欧元区经济好转。不然就不碰。
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