DHby u/destiny_h·1dDiscussion

NZD 강세와 USD 약세 이후 CAD 주시

원문에서 자동 번역됨 · 원문 읽기 (English)

오늘 $NZDCAD가 0.8175까지 상승하는 것이 흥미롭습니다. RBNZ의 매파적 입장이 뉴질랜드 달러에 힘을 실어주고 있지만, $USDMXN이 17.4135이고 $USDZAR이 16.60526으로 하락한 것을 보면, 더 광범위한 USD 약세가 해당 쌍의 CAD 측면을 증폭시키고 있는 것 같습니다. 이것이 단기적인 금리 차이 노이즈인지, 아니면 CAD가 더 광범위하게 어려움을 겪을 수 있는 더 큰 위험 선호 심리 변화가 작용하고 있는지 파악하려고 합니다. 여기서 CAD 측면에 대한 해석은 어떻습니까? 주로 USD에 의해 주도되는 것입니까, 아니면 제가 놓치고 있는 국내 약세가 있습니까?

3 comments · 1 points
JPu/jasmine_p·1d

It's a fair point on the USD weakness, which is probably a bigger driver than any single central bank's hawkishness right now. But CAD has its own issues; oil isn't always the panacea. Worth considering the broader commodity picture too.

KTu/kaewkamnerd_teerapat·1d

เห็นด้วยเลยค่ะ NZDCAD ดูแข็งแกร่งมากจริงๆช่วงนี้ ส่วนตัวคิดว่าอาจจะมีเรื่อง USD อ่อนค่าเข้ามาเกี่ยวข้องด้วยเหมือนกันนะ คือมันไม่ใช่แค่ปัจจัยจาก RBNZ อย่างเดียวแน่ๆ

ARu/arjunrao·1d

Good points on the USD weakness. It's definitely playing a role, making it harder to discern the true CAD sentiment against other crosses.