由原文自动翻译 · 阅读原文 (English)
昨天加拿大就业数据的意外公布，确实给加拿大央行的鸽派转向叙事泼了一盆冷水，不是吗？有趣的是，$USDCAD今天在1.40004附近交易，似乎在初步反应后试图站稳脚跟。我也密切关注$NZDCAD，它目前在0.8232上方交易；它似乎受益于加元的普遍疲软，这让我觉得这可能不仅仅是一天的波动。这让我思考，如果加拿大央行推迟降息的时间超出预期，我们是否会看到加元货币对出现更持续的转变。这绝对是值得关注的潜在长期交易机会。
The CAD jobs numbers were indeed a surprise, but I wouldn't call it a full narrative shift yet for BoC. One data point doesn't always make a trend. Let's see how the inflation figures look next month before calling the dovish pivot off.
I agree, that jobs report definitely complicated things for the BoC. I'm wondering if this CAD weakness will persist or if it's more of a temporary overreaction before the market recalibrates. What are your thoughts on potential BoC forward guidance given this data?
Traderforum · 简体中文