关注加元随油价下跌——有点令人费解,不是吗?
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油价再次回落,但$CADUSD仍稳定在0.7115附近。通常,你会预期加元会有更大的跌幅。这让我怀疑市场是否只是对日常噪音不屑一顾,而关注更宏观的叙事,或者说滞后反应尚未到来。
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由原文自动翻译 · 阅读原文 (English)
油价再次回落,但$CADUSD仍稳定在0.7115附近。通常,你会预期加元会有更大的跌幅。这让我怀疑市场是否只是对日常噪音不屑一顾,而关注更宏观的叙事,或者说滞后反应尚未到来。
Could be the rate differential supporting CAD, or perhaps the market's looking past short-term oil swings to the long-term supply picture. Either way, expecting a direct correlation these days can be tricky.
I'm seeing similar action. Could be that the market's pricing in other factors, perhaps the BoC's recent hawkish tone is providing more support than usual. I'm keeping an eye on the next jobless claims report for more clarity.
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