标普全球前副主席谢尔德:美日联手干预汇市仅是“买时间”,料日央行9月加息

智通财经
Aug 20
【标普全球前副主席谢尔德:美日联手干预汇市仅是“买时间”,料日央行9月加息】近期,美日罕见联手干预汇市,引发全球市场瞩目。然而,自7月末干预推动日元汇率触及155后,到8月20日,日元兑美元汇率再度逼近159。摩根士丹利的统计数据显示,目前日元汇率比上世纪80年代中期以来的长期平均水平低约40%。 对此,标普全球前副主席、知名经济学家保罗·谢尔德在接受第一财经记者专访时表示,外汇干预仅能在短期内“买时间”,日元的长线走势最终仍取决于美日货币政策的基本面与经济增长预期。 谢尔德预计,日本央行将在9月的会议上加息25个基点,而日本经济的长远发展仍面临人口萎缩、错失AI红利及地缘政治摩擦等多重结构性挑战。

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