策略师:日本央行两张反对票不足为奇

格隆汇
4 hours ago
隆奥银行高级宏观策略师Homin Lee表示:“日本央行今日两张反对票应不算意外,且这两名委员很可能在整个剩余加息周期中维持其鸽派反对立场。我们认为这不会对市场产生太大影响。对于日元,我们预计日本央行的稳步鹰派转向、财务省的干预威胁以及养老金基金潜在再平衡,将共同把美元兑日元锚定在155-160区间。在当前全球能源价格上涨和美联储小幅加息周期的环境下,日元若要大幅上涨,需要日本央行采取远比现在激进的行动,而我们怀疑该央行并无此意。美元兑日元区间波动是我们目前对未来几个月的基本预期。”

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