更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 J P M O R G A N Japan FX Strategy 03 July 2024 FX Strategy The outlook for G10 funders • Last week we came out of the mid-year process with a view to be tactically Japan Markets Research short funders (JPY and CHF, link), but more for idiosyncratic bottom-up Junya Tanase AC reasons rather than a broad top-down view. (81-3) 6736-1270 • Some similarities for CHF and JPY come, for instance, through balance of junya.tanase@jpmorgan.com JPMorgan Securities Japan Co., Ltd. payments, w ...