ESby u/elena_schneider·10dAnalysis

CADCHF - Watching BoC vs. SNB rate divergence post-inflation reads

Được dịch tự động từ bản gốc · Đọc bản gốc (English)

Caught the CAD inflation numbers this morning. Pretty much in line, which keeps the BoC in a holding pattern for now, maybe even opens the door for a later hike if things stay sticky. That's a contrast to the SNB which seems pretty resolute on their disinflationary path.

I'm watching $CADCHF around 0.58187. The divergence in central bank rhetoric, even subtle, could create some interesting opportunities. If CAD gets further rate support while CHF is pressured by a more dovish SNB, we could see a push past the day's high of 0.58242. Need to see how the market prices in the forward guidance from both sides in the coming weeks. Not jumping in yet, but it's firmly on the watchlist.

1 comments · 0 points
AMu/almeida_mateo·10d

That's a really interesting point about the central bank divergence. Do you think the market has already priced in most of that difference, or is there still significant room for moves based on future rhetoric?

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