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

NZDCHF

TRAP
Short and long horizons disagree. Avoid scaling in.
Price
0.47671
+1.03% this week
Macro side
SHORT
gap 0.232
1Y position
83.9%
0.446800.48247
10Y position
10.5%
CONFLICT
The entry window stays open while price is above 0.46999. 0.45928 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.

RBNZ · next decision 2026-08-19 (13d)

ScenarioNew gapSideEffect
Hikes 50bp0.256LONGDirection flips
Hikes 25bp0.042LONGDirection flips
Holds, tone unchanged0.232SHORTFalls below threshold
Signals a cut0.657SHORTSignal holds
Cuts 50bp1.191SHORTSignal holds

SNB · next decision 2026-09-24 (49d)

ScenarioNew gapSideEffect
Hikes 50bp1.297SHORTSignal holds
Hikes 25bp0.729SHORTSignal holds
Holds, tone unchanged0.232SHORTFalls below threshold
Signals a cut0.090LONGDirection flips
Cuts 50bp0.305LONGDirection flips
Scenarios that would end this setup: RBNZ hikes 50bp → direction flips; RBNZ hikes 25bp → direction flips; RBNZ holds, tone unchanged → falls below threshold; SNB holds, tone unchanged → falls below threshold; SNB signals a cut → direction flips; SNB cuts 50bp → direction flips. Everything else leaves the signal intact, though the gap changes.
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