日本央行前首席经济学家、现任损保研究所Plus执行经济学家龟田诚策表示:美国财长贝森特把市场预期推得太远了。一些投资者甚至定价了加息50个基点或连续加息的可能性。这些预期看起来过高,可能需要被下调。过高的预期带来了风险,如果日本央行未能兑现,可能引发日元重新走弱。
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