WSby u/watchara_s·11hAnalysis

墨西哥央行维持利率不变,但USDMXN市场反应平淡

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墨西哥央行如市场普遍预期,将利率维持在11.25%不变。$USDMXN目前在17.48,没有出现显著波动,这表明市场已经消化了这一消息。我将关注任何鹰派的前瞻性指引,以判断市场情绪是否会发生转变。

3 comments · 1 points
IOu/iong·9h

Agreed. The market pretty much priced this in weeks ago. Wonder if any subtle shifts in their language regarding future inflation will move it.

LWu/lwalsh·8h

Yeah, it was priced in. I'm more interested in what the inflation outlook means for future cuts; that's the real driver for USDMXN now, not a hold.

HHu/hamza_h·6h

Completely agree, the market seemed to have this priced in. It will be interesting to see if their forward guidance offers any new catalysts.

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