摩根大通私人银行亚洲利率及外汇策略主管唐雨旋表示,日本正面临控制通胀、维持财政稳健及稳定汇率之间的微妙平衡。尽管政府透过能源补贴措施协助家庭应对能源价格上升,但持续疲弱的日圆、上升的债券收益率及市场对财政可持续性的忧虑,正令政策制定者面临愈来愈大的挑战。唐雨旋指出,日本仍在通货再膨胀、财政公信力与汇率稳定之间艰难平衡。随着美元兑日圆升至逾40年高位,日圆贬值正加剧进口型通胀压力,并可能削弱市场对...
Source Link摩根大通私人银行亚洲利率及外汇策略主管唐雨旋表示,日本正面临控制通胀、维持财政稳健及稳定汇率之间的微妙平衡。尽管政府透过能源补贴措施协助家庭应对能源价格上升,但持续疲弱的日圆、上升的债券收益率及市场对财政可持续性的忧虑,正令政策制定者面临愈来愈大的挑战。唐雨旋指出,日本仍在通货再膨胀、财政公信力与汇率稳定之间艰难平衡。随着美元兑日圆升至逾40年高位,日圆贬值正加剧进口型通胀压力,并可能削弱市场对...
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