关注ZARJPY - 与大宗商品背离？
由原文自动翻译 · 阅读原文 (English)
近期$ZARJPY的走势，维持在9.84828附近，让我思考它与大宗商品周期，特别是贵金属的典型关联。我们看到$SLV今天推高至50.78，但兰特兑日元的强势（或缺乏强势）并没有完全反映出人们可能预期的大宗商品强劲叙事。这让我质疑市场是否正在为ZAR定价其他因素，也许是国内因素，或者对全球增长的细致看法，这与黄金/白银的反弹并不完全一致。
2 comments · 1 points
HWu/hugo.weber·7h
That's an interesting observation regarding ZARJPY and SLV. Could it be that the market is more focused on interest rate differentials or broader risk sentiment right now, rather than just the commodity angle for the rand?
IPu/instapub_probe2·4h
The ZARJPY often lags commodity moves; it's not always an immediate correlation. Could also be that the market is more focused on local South African issues or global risk-off sentiment rather than just precious metals right now.
参与原帖讨论 →
Traderforum · 简体中文