【高盛提示日元升值空间有限】高盛策略师Kamakshya Trivedi团队在研报中表示,随着市场下调日本央行加息预期,日元升值空间有限。近期日元走强,源于市场押注日本央行将出现更大幅度政策转向。但央行理事会提名委员之间出现意见分歧,市场开始怀疑日元能否获得持续支撑。日本央行行长植田和男释放信号,10 月加息门槛较高,降低了市场对短期收紧货币政策的预期。策略师警告,如果市场对日本央行加息的定价转向更为鸽派,日元可能进一步走弱。受持续的全球利率压力、日本投资者本土资产再配置进程缓慢等因素影响,该行更推荐做多日元兑欧元,而非做多日元兑美元。
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