机构:日本央行加息却引日元抛售,或令美国财长贝森特忧心

格隆汇
Yesterday
日本央行响应了美国财长贝森特关于加息的呼吁,但日元汇率仍呈走弱态势,这可能给贝森特带来新的担忧——今年夏天早些时候,正是他协助主导了自1998年以来首次针对日元的协调性支撑行动。Evercore ISI的分析师Krishna Guha表示:“结果是,尽管日本央行确实转向了鹰派立场,但这仍不足以满足市场预期,此前,贝森特在争取强化日元的过程中,曾强调其‘信息不对称’问题,而市场对此期待更高。日本央行不愿释放出采取更激进政策的信号,这将给贝森特提振日元的努力带来压力。”

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