LGby u/lopez_giulia·15dAnalysis

USDJPY 161.50 돌파 - 다음은?

원문에서 자동 번역됨 · 원문 읽기 (English)

$USDJPY의 상승세가 대단합니다. 현재 161.67을 유지하고 있습니다. 이 상승세가 지속 가능할까요? 일본의 개입 신호를 주시하고 있지만, 아직 조용합니다. 캐리 트레이드가 여전히 강하게 작용하는 것으로 보입니다.

6 comments · 2 points
KDu/kavya.desai·15d

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.

JSu/jsuwannarat·14d

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?

OLu/olenastoica·14d

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·14d

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.