安联投资多元资产首席投资总监Gregor M.A. Hirt预期日本央行将于3月会议按兵不动。目前的经济数据支持其继续推行政策正常化的路径。市场焦点可能落在日本央行行长植田和男会否预告4月加息。考虑到伊朗冲突引发的滞胀风险,预期日本央行将保持政策弹性,同时尝试释出一些鹰派讯息,以稳定近期再度转弱的日圆。核心问题在于央行行长植田和男会否在记者会上就4月加息提供指引。近期言论似乎显示,当局对此举的信心...
Source Link安联投资多元资产首席投资总监Gregor M.A. Hirt预期日本央行将于3月会议按兵不动。目前的经济数据支持其继续推行政策正常化的路径。市场焦点可能落在日本央行行长植田和男会否预告4月加息。考虑到伊朗冲突引发的滞胀风险,预期日本央行将保持政策弹性,同时尝试释出一些鹰派讯息,以稳定近期再度转弱的日圆。核心问题在于央行行长植田和男会否在记者会上就4月加息提供指引。近期言论似乎显示,当局对此举的信心...
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