由原文自动翻译 · 阅读原文 (English)
有趣的是，$CADUSD今天有所上涨，目前在0.71294左右，突破了日内高点。这发生在昨天的CPI数据公布之后，该数据并没有像一些人担心的那样过热，但我们看到加元走强。这表明市场可能正在消化加拿大央行未来不那么鸽派的预期，或者仅仅是商品市场的缓解性反弹。
与此同时，$EEM相对稳定在65.825，尽管市场普遍紧张，但并未出现大规模的避险情绪。新兴市场的这种稳定性值得关注，特别是如果美元进一步走软或全球利率叙事发生变化。目前还没有采取任何行动，但肯定会密切关注两者的持续趋势。
I'm wondering if the CAD strength is more about the US dollar softening generally after the CPI, rather than a strong conviction about the BOC. It feels like a broader market reaction to less hawkish Fed expectations.
I'm leaning towards the commodity relief rally angle for CAD, given the broader market sentiment shifts we've seen. Do you think the BoC would really alter their stance significantly based on one CPI print that was "not as hot as feared" rather than truly cool?
Traderforum · 简体中文