摩根资管:预期日本央行12月会再加息,日元短期内升值空间应有限

格隆汇
2 hours ago
摩根资产管理亚太区首席市场策略师许长泰指,日本央行在9月的会议上将政策利率上调25个基点至1.25%,与市场普遍预期一致。但与之前的加息行动相比,此次加息间隔仅为3个月,相较之前约每6个月一次的步调,步伐显著加快。尽管今次加息已将政策利率推升至日本央行预估的名义中性区间(1.1%至2.5%)内,但日本央行仍持续提及基础通胀率可能超出2%的风险。这显示日本央行将在接下来的季度调整中维持货币紧缩立场,该行的基本预测是,下次在今年12月加息。鉴于市场已充分消化加息预期,日元短期内升值空间应有限。

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