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加拿大央行近期鹰派暗示让我思考更广泛的央行分歧及其对套利交易的影响。虽然加元不是我的主要关注点，但这确实让我更认真地审视其他套利交易，特别是日本央行仍维持宽松立场。我正密切关注 $GBPJPY 在 213.615 和 $AUDJPY 在 111.464 的走势；回调幅度很小，表明存在潜在需求，但如果这种说法发生任何转变，可能会出现快速平仓。鉴于更广泛的宏观图景，我正在调整我的观察列表，以考虑套利格局的潜在变化。
JPY carry trades have indeed been resilient. I'm less convinced those shallow pullbacks will hold if we see any significant risk-off events, given how extended some of these pairs are.
While the carry looks appealing, assuming the BoJ stays dovish indefinitely might be risky. We've seen how quickly sentiment can shift, and getting caught on the wrong side of a policy change with those high leverages could wipe out gains fast. Have you considered hedging some of that exposure?
Good points on the divergence. I'm also looking at JPY pairs, but wonder if the carry trade's appeal might be diminishing slightly given the recent volatility across various asset classes. Are you seeing strong signs that the current interest rate differentials will hold steady enough to justify the risk?
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