According to Jinshi, Daniel, chief market strategist at BNP Paribas Asset Management, said that the euro is expected to rise against the US dollar in 2024 as the euro zone's relative growth momentum relative to the United States is gradually increasing. However, he said that given the recent uncertainty surrounding when the Federal Reserve and the European Central Bank will begin to cut interest rates, this trend is unlikely to continue for the time being. He said that BNP Paribas Asset Management does not explicitly allocate the US dollar in its multi-asset portfolio, but implicitly holds a US dollar position by increasing its holdings of emerging market local currency bonds. He said: "One of the factors that will drive returns on this position will be a weaker US dollar."

#美联储