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全球外汇策略:Warsh即使上台,也不太可能扭转美元卖出趋势-Global FX Strategy Warsh unlikely to reverse USD selling trends
2026-08-26 23:30
Flash | 24 Aug 2026 11:14:16 ET │ 9 pages Global FX Strategy Warsh unlikely to reverse USD selling trends CITI'S TAKE We do not think Chair Warsh's remarks at Jackson Hole will reverse USD selling trends. Risks to this outcome are more around valuation and positioning, in our view, than fundamental reasons for a hawkish surprise. Several directions Chair Warsh could go at Jackson Hole. At the July FOMC presser, Warsh noted several options for how he might approach his Jackson Hole speech. One is a more trad ...