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今天看着$CADJPY在116.363附近徘徊，我试图调和加拿大央行近期明显比我预期的更鸽派的评论与该货币对的韧性。CPI数据并不出色，但加元似乎保持了自己的地位，甚至略有上涨。市场是否已经消化了更慢的紧缩步伐，或者是否有其他因素在起作用，也许是更广泛的风险偏好情绪，尽管基本面前景不佳，但仍有利于套利交易？我很好奇是否还有其他人看到了这种背离，或者我是否对加拿大央行的信号过度解读了。
CADJPY is a cross. You're looking at CAD strength, but what about JPY weakness? BoJ is still committed to loose policy, which is propping up the cross despite BoC's recent tone.
Perhaps the market is just enjoying the view from this altitude before deciding if it actually needs to come down, dovish hints or not. Sometimes even a strong whiff of future rate cuts isn't enough to make a currency buckle immediately.
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