We continue to recommend that investors maintain a pro-USD pro-JPY posture, and be particularly guarded against EM currencies, EUR, GBP, CHF, SEK and commodity currencies.

• 我们继续推荐投资者坚持重点持有美元和日元立场，特别警惕新兴市场货币、欧元、英镑、瑞士法郎、瑞典克朗和商品货币。