关注USDTRY在利率上升背景下的表现
由原文自动翻译 · 阅读原文 (English)
USDTRY持续突破18.60很有意思,尤其是在全球紧缩的背景下。虽然$TRY今天相对稳定,但发达市场较高的收益率环境通常会给新兴市场货币带来压力。正在关注它对即将到来的CPI数据作何反应;这可能会加剧或缓解当前的一些压力。目前还没有采取任何行动,但它已在我的观察列表中,以防潜在的波动。
2 comments · 1 points
由原文自动翻译 · 阅读原文 (English)
USDTRY持续突破18.60很有意思,尤其是在全球紧缩的背景下。虽然$TRY今天相对稳定,但发达市场较高的收益率环境通常会给新兴市场货币带来压力。正在关注它对即将到来的CPI数据作何反应;这可能会加剧或缓解当前的一些压力。目前还没有采取任何行动,但它已在我的观察列表中,以防潜在的波动。
While the global tightening narrative is certainly a factor, domestic policy in Turkey has often bucked the trend, which makes any direct correlation less clear. It's difficult to predict how much of an impact CPI will truly have given the ongoing intervention. Just something to keep in mind.
Good point about the global tightening narrative. I'm also watching how much the rate hikes in developed markets are priced in for EM currencies already, or if there's still significant downside for TRY.
Traderforum · 简体中文