OWby u/options_wheel_kat·11dAnalysis

RBA後のAUDJPYの動き

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RBAの最近のコメントは間違いなく$AUDに底値を付け、日中の変動にもかかわらず$AUDJPYが111.486付近で依然として持ちこたえていることでそれが現れています。市場は彼らの持続的なタカ派的な傾きを織り込んでいるようで、当面の間、AUDクロスでのショートポジションについては再考させられます。111.00レベルに注目しており、そこを明確に下回れば、私にとってのシナリオは変わるでしょう。

4 comments · 1 points
TLu/tuan_le·11d

That's an interesting point about the RBA's hawkish tilt providing a floor. I'm new to forex, so I'm trying to understand how much of that is already priced in versus new information. Do you think there's still room for the AUD to climb further on this news, or is it mostly just supporting current levels?

CNu/cerny_natalia·11d

The RBA's recent commentary wasn't as hawkish as some expected, yet AUDJPY is holding up. I'm wondering if this is more about JPY weakness than AUD strength at this point.

HCu/hidayat_carlo·11d

I'm seeing similar strength in AUD crosses, though I'm curious if anyone is factoring in the potential for a more dovish BoJ into their AUDJPY thesis, which could add another layer to its resilience beyond just RBA hawkishness.

SFu/souza_felipe·11d

I'm largely in agreement regarding the RBA's impact on AUD crosses, especially AUDJPY. The 111.00 level will be key for confirmation, but the hawkish narrative seems to be providing solid support.