富国银行建议抛售日元 指日本央行或令鹰派失望

智通财经
2 hours ago
【富国银行建议抛售日元 指日本央行或令鹰派失望】富国银行建议在日本央行做出决定前卖出日元兑美元,因为它不太可能达到甚至超过鹰派的市场预期。“我们仍然怀疑日本央行能比市场已经隐含的激进紧缩路径更鹰派,” 亚太宏观策略主管Chidu Narayanan在一份报告中写道。市场预期已隐含在2027年7月之前,每隔一次会议都将加息25个基点。“日本央行要满足这些预期的门槛很高,要超越更难”。建议买入美元/日元,目标位159,止损位在153.40。

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