摩根资管料日本央行12月再加息 日圆短期升值空间有限

阿斯达克财经
Sep 18

日本央行将政策利率上调25个基点至1.25%符预期,为36年来最快速度加息。摩根资产管理亚太区首席市场策略师许长泰表示,今次加息仅相隔三个月,明显加快此前约每六个月一次的步伐,主要因金融环境仍宽松、油价上升及日圆贬值推高通胀风险,加上日美协调干预汇市后市场压力增加,政府阻力亦有所减弱。尽管日圆已大致企稳,日银仍需加快加息以避免汇市波动。今次加息已将政策利率推入日本央行估计的名义中性利率区间(...

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