德意志银行策略师Mallika Sachdeva和Tim Baker写道，日本央行加息预期尚不足以支撑日元汇率、稳定债券市场；交易员将关注决策者发出的信号，这些信号可能会推动终端利率定价向2%靠拢。

　　“日本央行需要释放什么样的信号才能让日本债券市场企稳并支撑日元？”他们周四在报告中写道，“我们认为，市场可能需要消化日本央行2%的终端利率水平，而且明天将寻找推动定价向这一方向靠拢的信号。”

　　他们表示，日本央行释放的信号要么应指向更快的加息步伐，要么意味着更大力度的货币政策收紧，因为当前的市场定价不足以支撑日元。

　　“日本央行与其坐等外汇疲软和通胀传导担忧迫使重新定价，不如主动调整政策预期，”他们写道。

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