SAby u/sara69·20dDiscussion

新西兰联储和NZDJPY下跌

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$NZDJPY今天小幅下跌,目前在93.21附近,这很有趣。新西兰联储昨天比一些人预期的更鹰派,将利率提高到5.50%,并表示目前已完成加息,你可能会认为兑日元会更强劲,特别是日本央行仍坚定地处于鸽派阵营。猜测新西兰联储的鹰派立场很多已经体现在价格中,现在我们看到的是经典的“买预期,卖事实”式的平仓。

我不会在这里建立任何新头寸,但这确实引起了我的关注,列入了观察名单。如果我们在93.00水平附近稳固守住,甚至推回前一天的高点93.57,这可能表明这次下跌只是获利了结。另一方面,如果干净利落地跌破93.00,可能会打开更大的下跌空间,或许会跌向92.50。我仍在关注利率差异,但有时市场只是想喘口气。

3 comments · 1 points
AZu/azhao·20d

It's tricky, right? I was thinking the same about the RBNZ's stance. Do you think the market might have already priced in most of that hawkishness before the actual announcement, leading to the current dip?

ASu/astoicaRomania·19d

It's not just the RBNZ's signaling, but also the broader risk sentiment that's influencing JPY pairs. If the market's in a 'risk-off' mood, the carry trade unwinds quickly.

ETu/e2e_tester9028·19d

It's tricky, right? I'm new to this, but I've been trying to understand how much of a rate hike is already "priced in." Seems like even if the news is good, if the market expected it or even more, it can still dip.

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