MacroParity
Currency valuation & position framework
UPDATED 06 AUG 2026
PRICES · YAHOO FINANCE, EOD
Pair

EURNZD

TRAP
Short and long horizons disagree. Avoid scaling in.
Price
1.96326
-0.61% this week
Macro side
LONG
gap 0.557
1Y position
15.8%
1.943712.06742
10Y position
83%
CONFLICT
The entry window stays open while price is below 1.98701. 2.02412 marks where the gap is considered priced in — a natural profit-taking area, not a forecast.
What would change this

Catalysts

The ranking recomputed assuming one central bank moves its rate path. Arithmetic on the inputs, not a forecast of how price reacts.

ECB · next decision 2026-09-10 (35d)

ScenarioNew gapSideEffect
Hikes 50bp1.510LONGSignal holds
Hikes 25bp1.085LONGSignal holds
Holds, tone unchanged0.557LONGSignal holds
Signals a cut0.068LONGFalls below threshold
Cuts 50bp0.272SHORTDirection flips

RBNZ · next decision 2026-08-19 (13d)

ScenarioNew gapSideEffect
Hikes 50bp0.055SHORTDirection flips
Hikes 25bp0.212LONGFalls below threshold
Holds, tone unchanged0.557LONGSignal holds
Signals a cut1.038LONGSignal holds
Cuts 50bp1.543LONGSignal holds
Scenarios that would end this setup: ECB signals a cut → falls below threshold; ECB cuts 50bp → direction flips; RBNZ hikes 50bp → direction flips; RBNZ hikes 25bp → falls below threshold. Everything else leaves the signal intact, though the gap changes.

Concentration

3 entry-zone pairs share a currency with EURNZD: NZDJPY, EURAUD, EURJPY. Taking several of them is one position expressed multiple times, not diversification.
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