海外研报

GS oil 20260304

Global FX Weekly The weak USD policy

G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.

Shifting narrative and market implications

We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin