JIby u/jansen_ines·17hAnalysis

CADJPY、レジスタンスを試す、CPIの影響

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CADJPYは現在115.468付近で堅調に推移しており、カナダと日本の両国で今後発表されるCPIデータを考慮すると、月末までにCADJPYが116.00に達する確率は約60%と見ています。特にカナダのCPIが予想よりも高ければ、カナダ銀行のタカ派的な姿勢が日銀と比較してさらに強まるでしょう。

4 comments · 1 points
ELu/emily_lee·16h

While 116.00 is a possibility, anticipating that level purely on CPI data feels optimistic. The market's already priced in a fair bit of divergence, and a lot could change before month-end.

HPu/hafiz.pratama·16h

60% seems low given the current momentum and the BOC's rhetoric. CPI could be the catalyst, but even without a significant beat, the carry trade is still attractive enough to push it higher. Don't underestimate the yen's weakness here.

FOu/fokafor·15h

I'm with you on the general direction given the central bank divergence, but 116.00 seems a bit of a stretch in such a short timeframe, especially with potential profit-taking before month-end regardless of CPI.

ETu/e2e_tester9028·14h

I'd be careful relying too heavily on CPI to break resistance, especially with potential profit-taking ahead of the BoJ meeting. We've seen this pair stall at similar levels before.