DB 德银：汇率前景预测（83页）A Monthly Macro Assessment of the World Currency Markets

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DB 德银：汇率前景预测

（83页） 27 September 2007

Exchange Rate Perspectives

After The Fed: Fundamental Themes and G10 FX Forecasts

A Monthly Macro Assessment of the World Currency Markets

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2007-10-7 09:45:00 上传

DB 德银：汇率前景预测（83页）A Monthly Macro Assessment of the World Currency Markets
需要: 12 个论坛币  [购买]

Table of Contents
Currency Forecasts……………………………………………………….……………………………….………….………………3
The Big Picture :
After the Fed: Fundamental Themes and G10 FX Forecasts……………….…………......…..………...……………4
G10 Fx Forecasts……………………………………………………..………………………..………………….………………15
Monitors.
G10 FX Valuation Monitor: Lines in the sand………………………………………………….……….…....……………16
Capital Flows and Basic Balances………...…………………………………………………………..…..…………………19
Central Bank Reserves Currency Composition……………………………………………….…………..….……………27
Commodity Prices and Currencies………………………………………………………………...….…....……………….30
U.S. Trade Balance…………………………………………………………………………………………...……………...…34
Exchange Rate Trends in Industrialized Countries…………………………………….………………..….…….…………..38
Exchange Rate Trends in Emerging Markets………………………………………….………………….…..….……………58

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关键词：Assessment Assessmen currency Monthly Markets 汇率 currency Macro 德银 Assessment