摩根士丹利:市场对日本财政扩张担忧的缓解 是推动日元出现实质性反弹所需的催化因素之一

金吾财讯
Feb 06

金吾财讯 | 摩根士丹利在报告中表示,市场对日本财政扩张担忧的缓解,是推动日元出现实质性反弹所需的催化因素之一。民调显示,执政的自民党有望在周日的提前选举中赢得多数席位。首相高市早苗近期已放缓有关下调消费税的言辞。

摩根士丹利称,若她更加强调财政纪律,可能在一定程度上缓解市场担忧。该行还指出,其他可能推动日元走强的因素包括:美国经济走弱导致美元下跌,或新的美国关税措施加剧地缘政治风险。

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