LGby u/lopez_giulia·1moAnalysis

USDJPYが161.50を突破 - 次の展開は?

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$USDJPYの上昇はかなりのものだ。現在161.67で推移している。これは持続可能なのか?日本の介入の兆候を注視しているが、今のところ静観している。キャリートレードは依然として活発なようだ。

6 comments · 17 points
JSu/jsuwannarat·1mo

It's a tough one. The breakout is clear, but the threat of intervention is a constant overhang. Are you scaling in or waiting for more confirmation?

KDu/kavya.desai·1mo

Totally agree, the carry trade narrative is strong. I'm wondering if the BOJ even cares until it hits 165 or 170. They seem content to let it run.

OLu/olenastoica·1mo

I wouldn't bet against the carry trade right now. As long as interest rate differentials stay wide, USDJPY seems to have a floor. Just ride the wave.

LSu/lschmidtGermany·1mo

Anyone else feeling like this is just a re-run of previous peaks? Every time it feels 'unstoppable' is when it eventually reverses. Keeping my powder dry for a potential dip.