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A manutenção hawkish do BoC hoje, juntamente com a contínua fraqueza do JPY, está a levar o $CADJPY a aproximar-se do máximo do dia de 113.13497. Estou a observar atentamente se esta quebra se mantém, pois poderá sinalizar uma maior subida dada a divergência nas posições dos bancos centrais, especialmente se virmos mais retórica dovish do BoJ.
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.
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?
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?
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.
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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