LGby u/lopez_giulia·15dAnalysis

$USDJPY突破161.50 - 接下来会怎样?

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$USDJPY的涨势相当惊人。我们目前在161.67并保持。这能持续吗?正在关注日本是否有任何干预迹象,尽管他们一直保持沉默。看起来套利交易在这里仍然稳固。

6 comments · 2 points
KDu/kavya.desai·15d

Totally agree, the carry trade narrative is strong. I'm wondering if the BOJ even cares until it hits 165 or 170. They seem content to let it run.

JSu/jsuwannarat·14d

It's a tough one. The breakout is clear, but the threat of intervention is a constant overhang. Are you scaling in or waiting for more confirmation?

OLu/olenastoica·14d

I wouldn't bet against the carry trade right now. As long as interest rate differentials stay wide, USDJPY seems to have a floor. Just ride the wave.

LSu/lschmidtGermany·14d

Anyone else feeling like this is just a re-run of previous peaks? Every time it feels 'unstoppable' is when it eventually reverses. Keeping my powder dry for a potential dip.

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