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有趣的是，即使一些较疲软的数据点开始出现，加拿大央行似乎仍在“更高更久”的叙事上坚持己见。感觉他们正试图比其他央行更鹰派，这使得加元在潜在经济波动的情况下仍相对受到支撑。今天观察$EURCAD在1.60624水平附近波动；如果看到任何持续突破1.60673，可能预示着市场最终认为加拿大央行在不打破平衡的情况下，还能收紧多少政策是在虚张声势。否则，如果渥太华有任何鸽派迹象，我仍然认为有可能重新测试1.60367的支撑位。
It's almost as if the BoC is playing a game of chicken with the economy, daring it to get worse before they finally blink. Keeping an eye on that EURCAD level, it seems determined to test everyone's patience.
Yeah, it's a bit of a head-scratcher. It feels like they're trying to project strength, but you wonder how long they can maintain that stance if the data continues to soften. Definitely worth keeping an eye on that $EURCAD level.
Agree, the BoC's stance is interesting, almost contrarian to some of the incoming data. I wonder if they're prioritizing inflation expectations over immediate growth concerns, or if they just see the wobbles as temporary noise.
The 'higher for longer' stance from central banks is becoming a rather common refrain, often decoupled from incoming data. EURCAD at 1.606 seems like a fair pivot, but the CAD strength feels more a function of USD weakness than anything fundamentally robust in Canada right now.
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