Banxicoは据え置き、しかしUSDMXNの市場反応は限定的

Banxicoは予想通り金利を11.25%に据え置いた。現在17.48の$USDMXNに大きな動きがないことは、これがすでに織り込み済みであったことを示唆しており、センチメントを変化させるようなタカ派的なフォワードガイダンスに注目している。

3 comments · 1 points

IOu/iong·9h

Agreed. The market pretty much priced this in weeks ago. Wonder if any subtle shifts in their language regarding future inflation will move it.

LWu/lwalsh·8h

Yeah, it was priced in. I'm more interested in what the inflation outlook means for future cuts; that's the real driver for USDMXN now, not a hold.

HHu/hamza_h·6h

Completely agree, the market seemed to have this priced in. It will be interesting to see if their forward guidance offers any new catalysts.

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