上周全面低于预期的通胀数据可能为下半年走势定下基调,预计下半年非美货币走强。
目前市场定价美联储9月降息,如果美联储的想法跟市场一样,则需要在7月的会议明确向市场传递出9月降息的信息。本周又是美联储官员密集发声,即本周会听到多位美联储官员鸽派发言,利空美元。
看多英镑兑美元,现价1.299。逐步看1.314和1.326。
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