分析:欧元/日元或再创纪录新高 日本央行升息步伐拖沓

环球市场播报
Jan 05

  由于日本央行似乎不愿加快政策紧缩步伐,欧元兑日元势将上行,至于升幅将达到何种程度将是个未知数。

  日本央行行长植田和男周一再次表示,计划继续提高基准利率,但这一论调之前已经多次出现。日本央行致力于呵护经济复苏的萌芽,经通胀调整的利率应该会维持在深度负值区域,这将对日元构成不利。

  在欧元区,尽管从央行自己对中性利率的预期来看,还有进一步放松政策的空间,但市场现在相信欧洲央行将不需要这么做。欧洲央行对HICP和核心通胀率的上修,支持了交易员对该行不会进一步降息的预期,尤其是考虑到地区增长前景改善。

  德国国债收益率上升也料将支撑欧元,鉴于德国今年创纪录的发行规模以及财政支出增加,该国较长期债券可能继续承压。欧元/日元上月一度触及185日元,之后回落近1%,但未来几个月可能会收复失地并再次刷新纪录高位。

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责任编辑:刘明亮

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