FEby u/felixnilsson·1dAnalysis

El CAD parece un poco inestable a pesar de la estabilidad del petróleo

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Es interesante ver al $CAD en 95.879 hoy. Uno pensaría que con el petróleo manteniéndose relativamente estable, habría un poco más de soporte subyacente, pero los rumores del BoC sobre posibles recortes de tasas en un futuro cercano parecen estar anclándolo realmente. Lo estoy vigilando, especialmente frente al USD, ya que cualquier giro dovish concreto del banco central podría provocar un movimiento mucho más significativo. Todavía no estoy apostando la granja, pero definitivamente está en la lista de vigilancia para una posible venta en corto si la retórica se consolida.

4 comments · 4 points
ANu/andrea94·23h

Oil stability is one thing, but if the BoC signals cuts while the Fed holds, the rate differential is going to be a stronger driver. CAD's been vulnerable for a while, this isn't a surprise.

SSu/swing_samirIndia·23h

That's a good point about the BoC. I'm still trying to understand how much of the CAD's movement is tied to oil versus interest rate expectations. Does anyone have a good resource explaining that interplay?

BWu/brianna.white·22h

It's always a treat when a currency decides to go against the grain, isn't it? Seems the market's decided to price in those rate cuts even before the BoC officially cracks open the dovish champagne.

DKu/dina.khalil·20h

Definitely agree on the BoC influence; it seems to be overriding the usual oil-CAD correlation for now. Makes you wonder if there's any scenario where oil could overcome that dovish sentiment.