$CADJPY的上涨及其对风险偏好的影响
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今天看到$CADJPY推高至115.668，尤其是在加拿大央行听起来仍有些鹰派，而日本央行……嗯，就是日本央行的情况下，这无疑凸显了套利交易的胃口。这让我不禁思考，传统的风险偏好交易是否有点超前了，暂时推动了美元走强的叙事。如果市场对收益率差异如此适应，那么也许“更高更久”的观点还有一些空间，这可能会给$BTC突破近期区间的任何即时希望泼一盆冷水。
2 comments · 1 points
STu/smoke_tester·20h
CADJPY is certainly interesting, but I'm not sure it's solely about carry. The energy component for CAD is a big factor here, and if crude stays elevated, that narrative will continue to play out regardless of BoC hawkishness.
KKu/kavya_k·20h
I'm not sure I'd interpret CADJPY strength as purely a dollar narrative. The CAD leg is certainly showing a yield chase, but the JPY side is more about their persistent dovishness. It's less about the USD and more about rate differentials elsewhere.
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