Brent's bounce and what it means for pairs like NZDUSD
Watching $LCO today, that move up to $27.8982, from $27.74 earlier, has my attention. It's not a massive jump, but it comes after some sustained pressure. If we see continued strength in crude, even a slow grind higher, it's going to ripple. I'm keeping an eye on commodity currencies like $NZDUSD, currently trading around $0.56471. If global growth sentiment ticks up even slightly, which would support oil, the Kiwi could get some traction. It’s a long shot given everything else, but the divergence in some commodity price action versus risk-off currencies is something to track. Not going long yet, just noting the potential early shift.
Good point about the ripple effect on commodity currencies. Do you think the current macro headwinds (inflation, rate hikes) could cap any sustained rally in crude, or is the supply/demand dynamic strong enough to overcome that?