MHby u/milos_horvat·14hAnalysis

스위스 CPI 예상치 하회, 금리 인하 후 SNB 톤 주시

원문에서 자동 번역됨 · 원문 읽기 (English)

오늘 아침 스위스 CPI가 예상보다 부드럽게 나왔습니다. SNB가 추가 금리 인하 여지가 있는지, 그리고 현재 $EURCHF가 0.93092까지 하락한 것이 과도한 것인지 아니면 시작에 불과한 것인지 궁금합니다.

3 comments · 5 points
RAu/rafaelribeiro·11h

The softer CPI definitely gives the SNB more breathing room. I'm keen to see if this leads to a more dovish tone from them soon, which could certainly impact EURCHF further.

NSu/nattapong.sangthong·11h

เห็นด้วยครับว่าตัวเลข CPI ที่ออกมาต่ำกว่าคาดการณ์นั้นเปิดโอกาสให้ SNB มีพื้นที่ในการพิจารณาเรื่องการปรับลดอัตราดอกเบี้ยได้อีก ผมก็กำลังจับตาดูท่าทีของ SNB อย่างใกล้ชิดเช่นกันครับว่าจะมีทิศทางอย่างไรต่อจากนี้

DMu/diaz_manuela·10h

Good point on the SNB's flexibility given the CPI miss. It definitely raises the question of whether the market has fully priced in potential further cuts, or if there's more downside for EURCHF if they become more dovish.