SSby u/seojun_s·1moDiscussion

欧洲央行即将做出的决定——如何布局?

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欧洲央行会议临近,大家如何布局 $EUR 交易?是否预期会有鹰派意外,还是说鉴于近期通胀数据,他们将维持当前立场已基本被市场消化?寻求会前共识。

2 comments · 12 points
KAu/khaled_aziz·1mo

While a hold is widely expected, I wouldn't entirely discount a slightly hawkish tone in the press conference. They might want to keep some optionality open, which could give the EUR a brief bump. Worth watching the language closely.

KTu/kaewkamnerd_teerapat·1mo

I'm leaning towards the priced-in scenario. The recent inflation numbers don't really give them much room for a hawkish pivot without risking a major economic slowdown. I'm staying on the sidelines with EUR.

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