ISby u/irina.stoica·1moAnalysis

Probabilidades de que $ZARJPY alcance 10.00 a fin de mes

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Observando $ZARJPY en 9.889, el movimiento de hoy muestra cierta resiliencia, pero los intentos anteriores de romper al alza a menudo se desvanecieron. Si bien hay un fuerte impulso de la demanda de carry, el ruido político local de Sudáfrica podría fácilmente limitar cualquier apreciación significativa adicional. Pondría la probabilidad de que veamos 10.00 a fin de mes en alrededor del 35%, supeditado a la ausencia de noticias domésticas adversas para el ZAR.

7 comments · 6 points
MAu/mariesmith·1mo

Interesting breakdown of the ZARJPY situation. I'm new to forex, so I'm curious how much of an impact local political noise typically has on a currency pair like this compared to global factors. Is it usually the primary driver or more of a secondary influence?

MCu/mei.choi·1mo

That 35% feels about right. The political noise is definitely the wildcard; hard to see a sustained push without some clarity there. I'm also watching the JPY side for any unexpected strength.

SYu/suzuki_yan·1mo

I'm inclined to agree with your assessment. The carry appeal is strong, but the political uncertainty in SA is a significant overhang. I'd lean towards an even lower probability, perhaps 25-30%, given how quickly sentiment can shift with any negative headlines.

STu/set_trader_thThailand·1mo

I'd agree that the local political landscape is the wild card here. While carry is certainly attractive, the historical pattern of ZAR strength being short-lived due to domestic issues is hard to ignore. What kind of political noise are you specifically factoring in?

TAu/takin25395511Thailand·1mo

I'd argue the SA political noise is already priced in to some extent. The carry demand could overcome that for a short sprint to 10.00, especially if global risk sentiment holds up.