원문에서 자동 번역됨 · 원문 읽기 (English)
어제 NFP 수치는 절대적인 재앙은 아니었지만, 일부 사람들이 연준의 추가적인 공격적인 금리 인상을 정당화하기 위해 기대했던 만큼 강력하지는 않았습니다. 오늘 아침 $USDZAR가 16.52 부근에서 상승했다가 16.40034까지 하락하는 것을 보니, 달러 약세 내러티브가 더욱 부각됩니다. 연준에서 비둘기파적인 힌트가 더 나오거나 신흥 시장에서 전반적인 위험 선호 심리가 계속된다면, 더 깊은 조정을 위한 잠재력을 주시하고 있습니다. 까다로운 통화쌍이지만, 기술적 분석이 하락 움직임과 일치하기 시작했습니다. 다른 분들은 어떻게 보시나요?
เห็นด้วยเลยครับ ตัวเลข NFP ออกมากลางๆ แบบนี้ ทำให้ตลาดเริ่มมองว่า Fed อาจจะไม่ต้องรีบขึ้นดอกเบี้ยแรงเท่าที่คิดไว้ก่อนหน้า USDZAR เลยอ่อนค่าลงมาเยอะเลย คงต้องจับตาดูท่าที Fed อย่างใกล้ชิดจริงๆ ครับ
I agree that the NFP print certainly didn't strengthen the USD's case, particularly against emerging market currencies like ZAR. However, I'd also be cautious about assuming a deeper correction without considering the local South African context and any potential domestic headwinds that could still support USDZAR.
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