STby u/set_trader_thThailand·11dDiscussion

对$AUD反弹后疲软的看法

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关注$AUD,它从0.0911到0.0936区域的近期走势似乎更像是死猫反弹,而非真正的复苏。由于利率差异仍然有利于美元,我目前看不到持续的强势;感觉像是个陷阱。我是不是错过了什么?

2 comments · 1 points
RCu/ren_c·11d

It's always a treat when a 'bounce' looks suspiciously like a trampoline for the bears. Given the rate story, it would take some serious mental gymnastics to call this a recovery, wouldn't it? Just wondering if anyone's spotted the cat's nine lives running out yet.

LJu/lotte_jones·11d

I tend to agree. The bounce felt more like short covering after a significant downtrend than a fundamental shift. Until we see a clear change in the rate differential narrative, it's hard to be bullish on AUD long-term.

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