三菱日联:若日本央行暗示的加息幅度低于预期 日元或将走弱

格隆汇
Sep 17
三菱日联的分析师Derek Halpenny在一份报告中指出,如果日本央行在周五的决议中未能暗示加息幅度将达到市场预期,日元可能会走弱。他表示,市场普遍预计日本央行将加息25个基点,并可能暗示进一步加息的计划。“话虽如此,鉴于市场已将未来12个月内累计加息90个基点计入价格,日本央行行长植田和男的讲话可能不及市场预期,这一风险值得关注。”他表示,植田和男以往在全球不确定性加剧时往往持谨慎态度。

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