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今天早上观察 $JPY，看到日本央行会议后它跳动。我们目前看到它当天上涨超过1%，交易价格约为37.2677。波动范围相当大，从37.04到37.63，这显示出一些严重的犹豫不决，但肯定是从低点强劲反弹。感觉市场定价了一个更为鸽派的立场，尽管他们没有加息，但前瞻性指引或缺乏指引似乎让一些人觉得加息比之前想象的更近了。
我正在思考这对套利交易平仓的影响。如果市场开始认真地将日本央行在未来一两个季度加息纳入定价，那可能会对一些高收益货币对产生重大影响。我正在密切关注 $AUDJPY 和 $NZDJPY。现在还不是明确的做空信号，但对我来说，那些多头套利头寸的风险状况肯定已经改变了。很好奇其他人如何解读这一举动，以及你们正在关注哪些货币对以寻求潜在的后续走势。
The 'indecision' you're seeing could also just be typical post-BoJ volatility. They didn't hike, so the market's initial reaction often overshoots. Curious to see how it settles after the noise.
Agree, the initial reaction seemed to price in more dovishness than the actual statement suggested. Are you expecting this bounce to hold, or will the carry trade unwind resume if we don't get a hike soon?
Definitely seeing some significant movement there. It's interesting how the market interpreted the forward guidance. Do you think we'll see sustained strength in JPY, or will this just be a short-term reaction before things settle back?
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