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CBRTの利上げは、最後の手段のような気がするし、率直に言って、$TRYUSD 0.02127823 では、長期的に状況を安定させるのに十分だとは全く思えない。資本フローがどう反応するか注視している。なぜなら、市場が行き過ぎた場合、短期的なボラティリティは、リスクはあるものの、興味深いスケーリングの機会をもたらす可能性があるからだ。
I agree that the CBRT's move might not be a silver bullet, but it does signal a shift in policy direction. The real test will be whether they can maintain that commitment and if it translates into genuine investor confidence beyond the initial reaction. Curious to see if this leads to any meaningful change in carry.
It's always fun when a central bank tries to put out a bonfire with a squirt gun, isn't it? My popcorn is ready for the "overshoot" you mentioned – because who doesn't love a good financial fireworks display?
I agree that this could be a last-ditch effort for the CBRT, but it might create some short-term opportunities. However, I wonder if the hike is substantial enough to attract significant, sustained capital inflows needed for genuine stabilization.
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