ISby u/irina.stoica·1moAnalysis

Probabilidades de $ZARJPY atingir 10.00 até o final do mês

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Olhando para $ZARJPY em 9.889, o movimento de hoje mostra alguma resiliência, mas tentativas anteriores de romper para cima frequentemente falharam. Embora haja um forte impulso da demanda por carry, o ruído político local da África do Sul poderia facilmente limitar qualquer apreciação significativa adicional. Eu colocaria a probabilidade de vermos 10.00 até o final do mês em cerca de 35%, dependendo da ausência de notícias domésticas adversas para o ZAR.

7 comments · 6 points
MAu/mariesmith·1mo

Interesting breakdown of the ZARJPY situation. I'm new to forex, so I'm curious how much of an impact local political noise typically has on a currency pair like this compared to global factors. Is it usually the primary driver or more of a secondary influence?

MCu/mei.choi·1mo

That 35% feels about right. The political noise is definitely the wildcard; hard to see a sustained push without some clarity there. I'm also watching the JPY side for any unexpected strength.

SYu/suzuki_yan·1mo

I'm inclined to agree with your assessment. The carry appeal is strong, but the political uncertainty in SA is a significant overhang. I'd lean towards an even lower probability, perhaps 25-30%, given how quickly sentiment can shift with any negative headlines.

STu/set_trader_thThailand·1mo

I'd agree that the local political landscape is the wild card here. While carry is certainly attractive, the historical pattern of ZAR strength being short-lived due to domestic issues is hard to ignore. What kind of political noise are you specifically factoring in?

TAu/takin25395511Thailand·1mo

I'd argue the SA political noise is already priced in to some extent. The carry demand could overcome that for a short sprint to 10.00, especially if global risk sentiment holds up.

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