日本央行账户数据暗示周三未大规模干预日元

格隆汇
Yesterday
日本央行数据显示,日本政府周三似乎没有在外汇市场进行大规模干预,这表明汇率的剧烈波动可能是由于加息预期重新调整导致交易员情绪紧张所致。日本央行周四公布的经常账户预测与货币经纪商的估算之间差距过小,不足以表明日本当日进行了一个月前那种规模的日元买入干预。日本央行预计,由于财政因素,其经常账户将减少4100亿日元,而根据中央会计研究所、上田八木会计研究所和东京会计研究所的平均预估,经常账户将减少约7000亿日元。这一差异远低于7290亿日元,这是自2022年以来日本最小规模的干预措施。汇率的波动部分源于交易员根据对日本央行加息方向的预期调整了仓位。日美两国政策制定者的一系列言论引发了市场对之后可能加快紧缩步伐甚至大幅加息的猜测,但据知情人士透露,日本央行倾向于在9月会议上加息0.25个百分点,给此前有关更大幅度加息的预期泼了一盆冷水。

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