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有趣的是，$EEM今天表现不错，上涨0.79%，触及65.06的高点，尤其是在经历了几个震荡交易日之后。这感觉像是一种轮动操作，随着美元小幅走软，一些资金可能从发达市场过度扩张的科技股流向新兴市场。不过，我担心的是$NZDCAD也显示出强势，在0.82454，推高了日内高点。表面上看，两者都像是风险偏好，但新西兰昨晚的通胀数据高于预期，这可能导致新西兰联储采取更鹰派的立场。这可能会使纽元套利交易具有吸引力，可能会吸走原本可以配置给更高贝塔新兴市场投资的一些资金。我正在观察这是否是暂时的脱节，或者一些发达/准发达市场货币对更高利率的需求是否开始对更广泛的新兴市场股票故事造成阻力。
I'm with you on the EEM bid, definitely feels like a rotation. The NZDCAD strength is interesting, could it be factoring in some commodity support, or is it more about CAD weakness from recent data?
That's a good observation regarding the potential rotation into EM. I'm wondering if the NZDCAD strength is more about commodity prices influencing CAD than a broad risk-on sentiment that would fully support EM. Are you seeing any corresponding moves in other commodity currencies that might clarify the picture?
I'm new to this, but why would NZDCAD strength be a concern when EM equities are doing well? Wouldn't a weaker USD broadly support both?
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