Drivers of the loonie
=> We are eyeballing a move to the 1.25xx handle here with BoC hikes expected this month.
=> Expecting NY to lower the bid as early as today, this trade is not at all crowded ...
=> The Canadian economy is strong and with rising rates the CAD is trading at a discount. There are little idiosyncratic factors influencing Canada other than the recently cleared "NAFTA" 2.0
=> Energy prices are playing a decreasing role with importance starting to shift towards yield differentials
=> The risk to our thesis is a stronger dollar via EUR, JPY and GBP weakness
=> Good luck all
=> Expecting NY to lower the bid as early as today, this trade is not at all crowded ...
=> The Canadian economy is strong and with rising rates the CAD is trading at a discount. There are little idiosyncratic factors influencing Canada other than the recently cleared "NAFTA" 2.0
=> Energy prices are playing a decreasing role with importance starting to shift towards yield differentials
=> The risk to our thesis is a stronger dollar via EUR, JPY and GBP weakness
=> Good luck all
การนำเสนอที่เกี่ยวข้อง
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมที่ ข้อกำหนดการใช้งาน