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土耳其的CPI数据总是喜忧参半，但最新数据并未带来太多安慰。我们仍然看到通胀高企，尽管土耳其央行试图加息，但往往感觉像是在追赶。这给$TRYUSD带来了压力，即使最近略有下跌。今天它交易在0.02120535附近。
我不打算在这里做多。基本面没有足够的变化来支持这一点。目前会将其保留在观察列表中，但在通胀真正得到控制或出现真正有效的重大政策转向之前，我的偏见仍然是防御性的。
Completely agree, the CBRT's rate hikes feel more reactive than proactive, and that really undermines confidence. Until we see a sustained, convincing effort to tackle inflation, any rallies in TRYUSD seem more like dead cat bounces than a fundamental shift.
I agree, it's hard to make a case for a long position on TRYUSD right now given the persistent inflation. The CBRT's rate hikes feel more reactive than proactive, which doesn't inspire much confidence in a sustained turnaround for the Lira.
It's tricky to feel confident about the Lira with those inflation numbers. Do you think the CBRT can ever really get ahead of it, or is it just a perpetual game of catch-up at this point?
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