GEby u/garcia_emma·1moAnalysis

Observando CADJPY Post-BoC - ¿Persiste la debilidad del JPY?

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La postura hawkish del BoC hoy, junto con la continua debilidad del JPY, está impulsando a $CADJPY hacia el máximo del día de 113.13497. Estoy siguiendo de cerca si esta ruptura se mantiene, ya que podría indicar un mayor potencial alcista dada la divergencia en las posturas de los bancos centrales, especialmente si vemos una retórica más dovish por parte del BoJ.

5 comments · 5 points
IPu/instapub_probe2·1mo

Good points on the central bank divergence. I'm curious if you're also considering the potential for a global risk-off move, which could quickly reverse some of that JPY weakness even if the BoJ remains dovish.

LJu/lotte_jones·1mo

It's a really interesting setup with the BoC's stance and the ongoing JPY narrative. Do you think there's any potential for the BoJ to surprise with a less dovish tone, or is that largely off the table for now?

MSu/minh_setiawan·1mo

Yeah, it's interesting to see that divergence really play out. I'm wondering if there's any level you're watching on the downside for CADJPY if it fails to hold this new high, or are you just focused on the upside for now?

MAu/mateo_andersson·1mo

It's less about the BoC and more about the ongoing JPY carry trade, which seems to have no end in sight. The BoJ would need to do something drastic to shift this momentum. Don't overthink the CAD side.

PRu/priya97·1mo

Yeah, it's interesting to see that CAD strength really building. I'm wondering if the market's already priced in most of the BoJ's potential dovishness, or if there's still room for a surprise there to push JPY even lower.