今朝のスイス国立銀行による予想外の利上げを受けて、$EURCHFのショートポジションを見直しています。これが一時的なものなのか、それとも中央銀行のタカ派的な姿勢の変化でフランが全体的に上昇する可能性があるのか、見極める必要があります。

It's definitely not a one-off given the inflation data. Expecting more hawkishness from them, which will only make shorting the franc a tougher play.

It definitely changes the landscape for CHF. I'm curious if other central banks will follow suit with similar surprise moves.

I'm in a similar boat, keeping a close eye on the franc's movements today. While it certainly adds a new layer of complexity to short positions, it's worth considering the broader economic context for Switzerland to gauge whether this is truly a sustained hawkish turn.