高盛:日本大选财政影响或未完全反映在美元/日元汇率中

环球市场播报
Feb 09

  高盛分析师Karen Reichgott Fishman在研究报告中指出,日本执政联盟在周日众议院选举中的压倒性胜利所带来的财政影响,可能尚未被美元/日元汇率完全消化。

  她表示:“更强的执政基础可能加剧市场对财政支出路径的担忧,若日本央行不转向更快加息,日本国债和日元或再度走弱。”

  该分析师认为,随着市场逐步消化选举结果及高市早苗首相获得的民意授权,美元/日元可能向160关口迈进并突破这一水平。

  但她补充称:“若日本当局通过汇率审查或实际干预行动加以遏制,这一走势或难以持续甚至中断。”

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责任编辑:王许宁

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