套利交易平仓加速,机构看好日元后市

格隆汇
Sep 11
爱德蒙·德·罗斯柴尔德资产管理公司认为,日元近期的上涨标志着该货币长期被低估的局面开始出现更广泛的修正。该机构策略主管迈克尔·尼扎德写道,过去多年来,日元的走势主要受美日利差及作为全球套息交易融资货币角色的主导;如今,日元正开始更多地根据自身基本面进行交易。他写道:“日元可能正开始重新作为一种反映基本面的货币进行交易。日元交叉汇率的任何回调,都应被日益视为重建或增加日元多头头寸的良机。”

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