格隆汇10月10日|瑞穗证券首席策略师Shoki Omori表示,若高市早苗未能当选日本首相,且出现主张财政紧缩、支持央行加息的候选人,“高市交易”的平仓潮或将启动。虽然在野党意见分歧使此非主流情景,但市场可能开始定价政策逆转风险,这将推低美元兑日元USD/JPY汇率。不过日元短期内很可能继续保持其融资/套利货币属性,预计此事不会导致美元兑日元汇价跌破140关口。
Source Link格隆汇10月10日|瑞穗证券首席策略师Shoki Omori表示,若高市早苗未能当选日本首相,且出现主张财政紧缩、支持央行加息的候选人,“高市交易”的平仓潮或将启动。虽然在野党意见分歧使此非主流情景,但市场可能开始定价政策逆转风险,这将推低美元兑日元USD/JPY汇率。不过日元短期内很可能继续保持其融资/套利货币属性,预计此事不会导致美元兑日元汇价跌破140关口。
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