日本央行加息或提速,美元对日元急跌,市场担心潜在流动性冲击

第一财经
Aug 14

日本政府的表态意味着,他们也已意识到单靠外汇干预无法持久支撑日元,日本央行加息步调才是日元能否企稳的关键。在“近期有必要加息”上,日本政府与央行形成了共识,下一次加息窗口指向9月18日或10月29~30日的央行会议。当前市场定价9月加息概率已升至74%。这也是日本政府首次明确释放“支持加息”的信号。美国财政部长贝森特(Scott Bessent)此前已释放信号,认为日本央行采取行动提振日元是“有...

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