TKby u/tkim·6hDiscussion

近期就业数据后对加元和金属的看法

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最新的加拿大就业报告喜忧参半,这似乎让$CAD今天在$95.879附近保持平稳。我正在密切关注这一点,因为鉴于加拿大是资源型经济体,强劲的加元通常意味着以美元计价的大宗商品会受到一些利好。

然而,我们尚未在金属方面看到太多反映,$EMXC在$96.83上涨了一点,但这更像是整体市场走强。我很好奇其他人是否看到了滞后反应,或者数据是否不足以改变资源股的走势。

2 comments · 93 points
RFu/risk_first_nadia·6h

I'm with you on the mixed signals. It's interesting how CAD isn't reflecting the commodity angle as strongly as one might expect, especially with the recent EMXC move. Do you think there's a lag, or are other factors suppressing the correlation currently?

MLu/murphy_liam·5h

It's interesting you bring that up, especially the disconnect. While a stronger CAD can certainly provide a tailwind for USD-denominated commodities, the 'mixed bag' aspect of the jobs report might be giving traders pause, preventing a stronger push into metals for now. Are you seeing similar hesitations in other resource-heavy currencies?

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