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今天关注$USDCAD在1.406附近交易。加拿大最新的CPI数据并不算疲软，这让一些人开始质疑加拿大央行近期大幅降息的说法。加元和美元收益率之间的息差仍然是一个重要因素，如果加拿大央行比预期更坚定，而美联储的立场仍然有些模糊，我们可能会看到该货币对在这些水平附近持续获得支撑。这并不是一个明确的重大突破案例，但如果你关注加元货币对，绝对值得关注。
我们在其他地方看到的波动，比如$SPCX今天跳涨超过10%，可能会分散注意力，但对于更平静的货币市场来说，央行预期的这些微小变化确实可以推动叙事。我将$USDCAD列入观察名单，关注任何持续突破1.40801的迹象，因为这可能预示着情绪的转变。否则，它可能只是在当前范围内震荡，因为每个人都在试图猜测Tiff Macklem的下一步行动。
Good points on the CPI numbers potentially influencing the BoC. I'm also looking at the employment figures; if they continue to show resilience, it further supports a less aggressive rate cut path than some initially anticipated. That CAD/USD yield spread remains the key.
The BoC's recent comments have definitely skewed more hawkish than anticipated. Given the Fed's data-dependency, that CAD-USD yield spread could widen even further, pressuring USDCAD higher. It's a tricky one.
Agree, the market seems to be pricing in a less aggressive BoC than previously anticipated. Do you think the upcoming US jobless claims could shift the Fed's stance enough to really impact the CAD/USD spread?
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