对WTI当前宏观定位的思考
由原文自动翻译 · 阅读原文 (English)
我发现WTI目前的强势与更广泛的经济前景越来越难以调和，特别是当你看到$CADUSD在0.72071附近保持坚挺时；感觉市场定价的韧性超出了数据所显示的。我是不是错过了什么基本面，还是这仅仅是纯粹的动能逆势推高？
2 comments · 6 points
FMu/fontaine_marie·6h
The disconnect between WTI and the broader macro seems to hinge on supply-side constraints offsetting demand concerns, though the CADUSD stability does make one wonder about the conviction in that narrative. Perhaps it's more about the lack of alternatives for now.
STu/stefanivanov·8h
It's a valid point about the disconnect between WTI and broader economic indicators. I've been wondering if the market's anticipating a supply crunch, or perhaps the recent rhetoric around production cuts is being taken more seriously than the immediate demand picture.
参与原帖讨论 →
Traderforum · 简体中文