Latest from Goldmans, still no new trade from their FX desk, but the key takeaway is their preference for CAD over other G10 currencies, we agree with the idea of CAD outperforming (with the exception of USDCAD on which we are bullish) since the BoC started QT already and is about to deliver three more 50bps hikes according to Goldmans, we look to be long CADs going forward via NZDCAD shorts
已編輯 18 Apr 2022, 21:23
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