O inesperado aumento da taxa do Banco Nacional Suíço esta manhã me fez repensar minhas posições vendidas em $EURCHF. Precisarei ver se isso é um evento isolado ou uma mudança na postura hawkish do banco central que poderia impulsionar o franco para cima em todos os mercados.

It's definitely not a one-off given the inflation data. Expecting more hawkishness from them, which will only make shorting the franc a tougher play.

It definitely changes the landscape for CHF. I'm curious if other central banks will follow suit with similar surprise moves.

I'm in a similar boat, keeping a close eye on the franc's movements today. While it certainly adds a new layer of complexity to short positions, it's worth considering the broader economic context for Switzerland to gauge whether this is truly a sustained hawkish turn.