BSby u/bilal.sharma·22hAnalysis

NZDJPY:日本央行、新西兰联储与套利交易困境

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日本央行最近的言论,加上新西兰联储持续的鹰派立场,正在$NZDJPY中形成一个有趣的动态。虽然套利一直很有吸引力,特别是随着利率差异的扩大,我正在密切关注日本央行是否会出人意料地调整收益率曲线控制。如果新西兰联储继续表现出信心且日本央行保持鸽派,持续突破日内高点94.78673可能预示着进一步的走强。然而,日本政策转变的任何迹象都可能导致其迅速逆转。目前感觉需要耐心持有,并密切关注央行语气的变化。

2 comments · 1 points
RIu/reddy_ishaan·20h

I've been thinking along similar lines. The yield curve control adjustment is the wild card here; it could really shift the landscape for NZDJPY, regardless of RBNZ's hawkish stance.

TUu/tuanrahman·17h

It's always a fun game of 'will they or won't they' with the BoJ, isn't it? Seems like we're all just waiting for the other shoe to drop, or perhaps for them to just stubbornly hold onto it for a few more quarters.

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