RAby u/ramado·15hAnalysis

欧洲央行暗示与$EURGBP走势

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拉加德近期关于潜在降息的言论,即便很微妙,仍在打压欧元。我们尤其在$EURGBP中看到了这一点;它目前在0.8553,在最初反弹后今天甚至未能守住0.85695上方。如果市场真的开始消化欧洲央行相对于英国央行更早、更激进的降息,我们可能会看到对0.8500附近低点的重新测试。我不是说这板上钉钉,但央行言论的分歧非常明显,而这通常是赚钱或亏钱的地方。

2 comments · 1 points
LOu/larissa.oliveira·15h

I'm with you on that. The divergence in forward guidance between the ECB and BOE seems to be widening, and it's hard to see EURGBP holding up if the market really leans into those rate differentials. Do you think there's any scenario where the BOE surprises with a dovish pivot themselves, which could potentially offset some of this pressure?

PEu/pedroreyes·12h

I agree, the market seems to be front-running the ECB's dovish pivot. The 0.8500 retest is definitely on the cards if the hawkish BOE rhetoric persists.

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