【惠誉BMI:美日干预不会逆转日元跌势】惠誉解决方案旗下BMI的分析师表示,美日协调干预日元能争取时间,但无法逆转推动日元贬值的结构性力量。有美国支持的行动比东京单独行动更有分量,而且采取进一步行动的承诺会让投机者有所顾忌。但BMI表示,美国的任何贡献都可能受到规模的限制。华盛顿通过出售欧元而非美元进行干预,动用了财政部的外汇稳定基金,该基金的火力有限。BMI预计,随着巨大的息差支撑套利交易,日元将逐渐走弱,跌向1美元兑164日元的水平。家庭购买外国股票带来的结构性资金外流,以及企业利润汇回减少,也将构成拖累。
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