CHF/CAD terlihat menarik dengan perbedaan suku bunga dan kebisingan komoditas

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Melihat cetakan CPI terbaru dan bagaimana berbagai bank sentral bereaksi membuat saya berpikir tentang pasangan mata uang yang kurang berkorelasi. Sementara semua orang fokus pada dolar, saya mengawasi $EURCHF di 0.93598. Kekuatan CAD baru-baru ini, meskipun ada beberapa volatilitas, terlihat jelas, bahkan jika $EURCAD saat ini sedikit turun di 1.607. Yang menarik adalah bagaimana nada SNB baru-baru ini mungkin berbeda dari BoC mengingat perjuangan inflasi masing-masing. Tingkat suku bunga yang lebih tinggi untuk jangka waktu yang lebih lama di Kanada versus potensi petunjuk pelonggaran dari Swiss dapat membuka beberapa peluang menarik dalam pasangan CHF/CAD. Belum ada pergerakan, tetapi ini pasti ada di daftar pantauan saya untuk potensi divergensi saat gambaran makro menguat.

4 comments · 3 points

FLu/fernandez_lucas·11h

EURCHF at 0.93598 is a different beast entirely from CHF/CAD, especially when you're talking rate differentials. Focusing on a single cross like CHF/CAD makes more sense if you're trying to play that specific divergence, rather than bringing in EURCHF which has its own dynamics.

JEu/jelena86·11h

It's interesting you bring up CHF/CAD. I've been watching the BoC's stance on inflation, and it seems like there's a potential for them to hold steady longer than some might anticipate, which could widen the rate differential if the SNB leans dovish. Are you seeing specific data points that make you lean more towards a particular direction for the cross?

AKu/ahmed_k·5h

It's a good point about looking beyond the dollar crosses. The divergence in central bank rhetoric, especially with the SNB's recent actions, could definitely create some interesting moves against commodity currencies like CAD. Have you looked at the correlation with oil prices for CAD in this scenario?

IRu/iyer_rahul·10h

That's an interesting point about the SNB and BoC divergence. I've mostly been following EUR/USD and GBP/USD. What makes you think their tones might diverge soon?

Ikut diskusi di thread asli →

Traderforum · Bahasa Indonesia