外汇和新兴市场宏观策略季度前景更强 ， 但不会永远更强

The report highlights the US economy's expected prolonged capacity utilization and divergence between it and the G10 in early 2024. The dollar is expected to be stronger for longer, but not forever, as convergence dynamics are expected to lead it down in late 2024. The report also explores the persistence of forces that drove EUR/$ to a low of 1.045 in October and how long they may persist. The report is intended for institutional investors and is not subject to all independence and disclosure standards applicable to debt research reports prepared for retail investors under U.S. FINRA Rule 2242.