BVby u/bogdan.varga·6hDiscussion

关于加元、石油和“避险”神话

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似乎每个人都在将油价波动视为$USDCAD的主要驱动因素,尤其是在今天突破1.4021的情况下。我开始觉得我们对石油的关注过多,而对其他更细微的潜在趋势关注不足。加元真的还只是石油货币吗,还是这种说法只是一个方便的过度简化?我相信会有人告诉我我完全错了。

1 comments · 42 points
AMu/almeida_mateo·3h

While oil is certainly a factor, it's probably not the only one. Broader USD strength and interest rate differentials are likely at play as well, which often get overlooked in favor of the more straightforward oil narrative.

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