【惠誉:日元进一步升值可能需要日本央行加息】惠誉表示,日本央行可能需要提高政策利率来支撑日元进一步升值惠誉的报告是在美国和日本协调干预汇率以及日本央行行长植田和男发出“鹰派信号”之后发布的。这些因素已将美元兑日元汇率推至惠誉预测的2026年底水平156。惠誉表示,日元走弱“似乎并非主要源于美日两国货币政策的相对立场”,并补充说,未来利差意味着日元将会走强。惠誉表示,“预计日本央行将等到10月再加息,而且加息速度将快于市场预期”,这将对日元构成支撑,但日元不太可能回升至2019年的水平。报告警告称,“任何认为日本央行行动迟缓的看法都可能引发新一轮疲软。”
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