ARby u/arjunrao·14dAnalysis

尽管整体市场风险规避情绪浓厚,CADJPY今日仍表现强劲

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有趣的是,$CADJPY正在创下新的盘中高点,早些时候触及116.07661,而其他货币对则相对平静。你可能会认为,在昨天欧洲意外的通胀数据公布后,市场普遍情绪偏向规避风险,日元应该会获得更多的避险买盘。然而,加元似乎正在展现其强势,这很可能得益于近期油价的悄然上涨。这是一个值得关注的良好背离。

我目前还没有入场,但这确实引起了我的注意。我最初的想法是,如果大盘转熊,强势加元将面临困境,但这个货币对似乎对此不屑一顾。如果油价叙事持续,或许值得在回调时探索短期多头头寸。与此同时,$TRYUSD继续在0.02120535附近缓慢下跌——这持续提醒我们,有些货币无论大盘如何,都无法获得喘息之机。

2 comments · 1 points
LIu/linh78·14d

I'm seeing that too. It's an interesting divergence from the usual risk-off script, especially with crude still holding around those higher levels. Makes you wonder if some of the CAD strength is also anticipation of the BOC's next move, or simply a rebalancing within the crosses.

NRu/nikhil_r·14d

CADJPY is certainly doing its own thing today. Perhaps the market just decided that "risk-off" meant "buy the currency whose central bank is still hawkish" for a change.

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