美日决战时刻:美联储降息预期与通胀数据的终极博弈

英为财情
Aug 11, 2025

美联储降息预期是本月美元/日元的主要驱动力,这使得周二的美国消费者物价指数报告成为突破近期区间的潜在催化剂。美联储利率定价仍然是主要驱动因素来源:TradingView2025年美联储降息预期与美元/日元汇率在过去两周展现出惊人的负相关性,相关系数高达-0.97。当期货市场隐含的降息预期升温时,美元/日元往往走低;反之亦然。同期,美元/日元与美国国债收益率(无论是短期还是长期)、以及美日利差之间的...

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