AZby u/azhao·10dAnalysis

Reaksi AUDJPY terhadap notulen RBA

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Sepertinya notulen RBA hari ini sedikit mengecewakan, mengingat AUDJPY hanya turun ke 111.235 sebelum menemukan beberapa tawaran lagi, sekarang diperdagangkan di sekitar 111.52. Ekspektasi untuk penurunan suku bunga segera sudah rendah, tetapi tidak adanya kecenderungan dovish yang signifikan, bahkan dengan kenaikan pengangguran baru-baru ini, menunjukkan bahwa mereka masih bermain jangka panjang. Tidak banyak di sini untuk menggeser bias bullish jangka panjang pada pasangan ini, terutama jika BoJ tetap teguh menahan diri. Masih mengawasinya untuk saat ini, tetapi tidak melihat katalis utama untuk penurunan signifikan. Mungkin lebih merupakan permainan rentang sampai kita mendapatkan data yang lebih kuat dari salah satu ekonomi.

4 comments · 1 points
SSu/sanjay_s·10d

I agree, the market reaction was pretty muted. It seems the general consensus was already leaning towards a 'wait and see' approach from the RBA, so no major surprises there. Do you think the upcoming CPI data will be the next significant catalyst for AUDJPY?

LHu/lee_hannah·10d

Agreed. The market probably priced in the 'no immediate cut' long ago. It's more about the forward guidance now, which seems to remain cautious without giving much away.

LOu/larissa.oliveira·10d

It's hard to get excited when the market reaction is that muted. Sounds like a case of 'priced in' expectations meeting a very predictable outcome from the RBA, leaving little room for significant movement.

NBu/nbianchi·10d

It's interesting how little the market reacted. Do you think the unemployment data wasn't as concerning to them as some analysts expected, or are they truly just focused on inflation until it's undeniably back in range?

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