路透5月28日 - 尽管周三早盘美元/日圆进一步冲高至144.77日圆,但周二从亚洲低点142.11日圆飙升至144.47后,日线一目均衡云可能再次压制美元/日圆的上行空间。
两位消息人士周二对路透表示,在近期超长期公债收益率急剧上升之后,日本将考虑削减超长期债券的发行量,这不仅导致这些收益率大跌,还引发美元/日圆的大幅空头回补。
尽管日本长期公债收益率受此消息影响而下行,但鉴于日本央行的鹰派倾向和进一步加息的预期,日本公债收益率无疑仍将处于上行轨道。尽管日本央行可能不会立即行动,但在通胀持续高企以及美国关税对日本经济影响逐渐明朗的情况下,日本央行再次加息几乎已成定局 。
美元/日圆虽然周二短暂反弹,但下行趋势仍未改。自2月5日跌破日线一目均衡表云区以来,该云区持续压制汇率反弹,5月12日上探148.65日圆后回落也证明了这一阻力。
尽管当前美元/日圆勉强回到143.89-147.34云区,但考虑到市场仍普遍持有日圆空头,目前尚无其他因素支撑该货币对冲击或站上云区顶部。
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(Haruya Ida是路透的市场分析师。以上内容仅代表其个人观点)(完)
USD/JPY: https://tmsnrt.rs/3FsgFdk
Yield on JGB 20s: https://tmsnrt.rs/4jk6Hc1
Bank of Japan's policy rate: https://reut.rs/45nSPtG
(编审 李爽)
((shuang.li@thomsonreuters.com; 86-10-56692085))
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