格隆汇7月24日|巴克莱日本利率/外汇策略团队三名分析师在研报中指出,美日贸易协定短期内可能对日元构成利好。该团队注意到,日本央行副行长内田真一在协议公布后表态称,该协定将减少不确定性并加快加息进程。隔夜指数互换市场数据显示,交易员预计日本央行10月前加息15个基点、12月前加息20个基点,较周二预期的9个基点和15个基点显著提升。分析师补充称,关税相关不确定性消退与日央行加息时间表提前的双重因素...
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