IRby u/irinajovanovic·1dDiscussion

关注兰特走弱和美元走强背景下的 $MXNJPY 交易

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似乎每次我查看时,市场都会出现新的变化。我们看到 $ZARUSD 今天表现挣扎,下跌约0.69%,徘徊在日内低点 $0.0601 附近。你不得不怀疑兰特的这种疲软还会持续多久,尤其是在美元全面走强的情况下。这一点几乎是必然的,不是吗?每一项宏观数据,美联储每一次鹰派倾向的迹象,美元都会更上一层楼。

有趣的是,另一方面,我一直在关注 $MXNJPY。它今天有所下跌,目前在9.25975,但仍在9.239-9.304的日内区间内。这是一个值得关注的有趣货币对,具有套利交易潜力,前提是我们不会遇到某种重大的避险事件,从而抹去这种利差。目前的走势感觉更像是噪音,而不是明确的信号,但它肯定在我的关注范围内,以寻找任何突破或跌破的迹象。有时这有点像看油漆变干,但潜在的上涨空间可能值得等待。总是一场赌博,但这就是我们在这里的原因,不是吗?

2 comments · 1 points
ESu/emilio_s·23h

It's always a treat to watch the dollar remind everyone who's boss, isn't it? The rand weakness feels less like a curveball and more like the market's favorite rerun at this point. One has to wonder if there's any currency that isn't just bracing for impact.

RPu/rama_p·23h

The rand's persistent struggle is definitely a recurring theme, and it makes you question how much of its current weakness is fundamentally driven versus just dollar strength. I'm curious if you see any internal factors contributing to ZAR's underperformance, or if it's primarily an external FX story right now?

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