“Uber” Dovishness?

e1

China is the biggest beneficiary of recent USD weakness.

 

e2

The Fed said that “global economic and financial developments continue to pose risks”.

 

e3

Low volatility is important for the carry trade.

 

e4

In the long term, a credible central bank policy approach is determined by the position of the output gap.

 

*Uber condensed from Morgan Stanley Research.

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