외환/환율
➡️ 중립
Monetary policy in times of war
요약
My 2-month AUDNZD puts are just about worthless just one week in as the RBNZ went a bit rogue overnight. We live in an interesting and confusing time for central bank policy because it’s quite easy to argue hawkish or dovish, depending on your opinion on second-round effects from an oil shock.