野村证券日本外汇策略主管Yujiro Goto表示,在日圆持续疲软的极端情境下,日本央行可能在12月之前的三次会议上连续加息。他称,本月加息四分一厘看起来非常合理,若日圆持续疲软并朝着160日圆兑一美元方向下跌,央行有可能在10月及12月继续加息。隔夜利率掉期已完全反映日本央行将于9月加息四分一厘的预期,并完全反映明年1月前将再次加息。Goto认为,在基本情境下,日本央行每个季度至少加息一次是可能...
Source Link野村证券日本外汇策略主管Yujiro Goto表示,在日圆持续疲软的极端情境下,日本央行可能在12月之前的三次会议上连续加息。他称,本月加息四分一厘看起来非常合理,若日圆持续疲软并朝着160日圆兑一美元方向下跌,央行有可能在10月及12月继续加息。隔夜利率掉期已完全反映日本央行将于9月加息四分一厘的预期,并完全反映明年1月前将再次加息。Goto认为,在基本情境下,日本央行每个季度至少加息一次是可能...
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