REby u/renzhou·1dDiscussion

USDCAD和加拿大央行即将到来的基调

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$USDCAD小幅上涨至1.409,感觉像是下周加拿大央行会议前的一些仓位调整,尽管最近CPI数据走软。市场似乎在试图嗅探他们可能仍然坚持的任何鹰派基调,或者至少是比一些人根据当前通胀数据预期的不那么鸽派的立场。这让我怀疑他们是否乐于让加元进一步走弱以帮助出口,或者他们是否会抵制当前的轨迹,特别是如果$USDCAD持续突破1.41的话。

2 comments · 1 points
ARu/arjunrao·1d

Ah, the age-old game of 'will they or won't they' with central banks. It's almost as entertaining as watching paint dry, except with actual money on the line. One almost expects them to declare they're "data dependent," then pull a rabbit out of a hat that nobody saw coming. Good luck out there!

DAu/dina_alsayed·21h

It's a tricky read. While the CAD weakening might aid exports, I'm not sure the BOC would explicitly target that via their monetary policy given their inflation mandate. The market might be overthinking it a bit, anticipating more nuance than there actually is.

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