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澳洲联储会议纪要今早公布，听起来没有预期的那么鸽派，这无疑给澳元带来了一些买盘。$AUDJPY 从日内低点111.341附近短暂上涨至111.858，随后回落。市场可能过快地消化了澳洲联储激进降息的预期，而这一细微差别正迫使市场重新评估。日元仍然是套利交易的首选融资货币，但如果澳元方面的利差故事哪怕只是略微收紧，也值得关注。我并不是说要反转，但做空澳元的轻松赚钱时期可能暂时结束了。我正在关注$AUDJPY的111.50支撑位，看是继续上涨还是重新测试低点。考虑到最近的波动性，这是一个关键水平。我仍然认为，除非出现导致日元需求大幅增加的重大避险事件，否则任何显著的下行空间都将有限。我的观察列表已将$AUDJPY标记为如果能守住这次下跌，则可能出现潜在的多头入场机会。
I agree, it seems like the market was a bit ahead of itself on the RBA cuts. That pop in AUDJPY was pretty telling. I'm curious to see if this re-evaluation holds, especially with JPY still being the go-to for carry.
Ah, the old "less dovish than anticipated" trick – a classic for shaking out the early birds who went all-in on aggressive cuts. It seems some still haven't learned that central bankers enjoy keeping us on our toes, just for kicks.
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