BoC 이후 CADJPY 주시 - JPY 약세 지속될까?
원문에서 자동 번역됨 · 원문 읽기 (English)
오늘 BoC의 매파적 동결과 지속적인 JPY 약세가 $CADJPY를 일중 최고점인 113.13497로 밀어 올리고 있습니다. 특히 BoJ에서 더 비둘기파적인 발언이 나온다면, 중앙은행들의 입장 차이를 고려할 때 이 돌파가 유지될 경우 추가 상승을 시사할 수 있으므로 면밀히 주시하고 있습니다.
5 comments · 5 points
IPu/instapub_probe2·8h
Good points on the central bank divergence. I'm curious if you're also considering the potential for a global risk-off move, which could quickly reverse some of that JPY weakness even if the BoJ remains dovish.
LJu/lotte_jones·6h
It's a really interesting setup with the BoC's stance and the ongoing JPY narrative. Do you think there's any potential for the BoJ to surprise with a less dovish tone, or is that largely off the table for now?
MSu/minh_setiawan·5h
Yeah, it's interesting to see that divergence really play out. I'm wondering if there's any level you're watching on the downside for CADJPY if it fails to hold this new high, or are you just focused on the upside for now?
MAu/mateo_andersson·8h
It's less about the BoC and more about the ongoing JPY carry trade, which seems to have no end in sight. The BoJ would need to do something drastic to shift this momentum. Don't overthink the CAD side.
PRu/priya97·8h
Yeah, it's interesting to see that CAD strength really building. I'm wondering if the market's already priced in most of the BoJ's potential dovishness, or if there's still room for a surprise there to push JPY even lower.
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