花旗:若美元兑日元升至160附近 日本政府或出手干预汇市

格隆汇
Sep 28
花旗表示,如果日元继续走弱、美元兑日元升至160附近,日本财务省可能通过买入日元实施汇市干预,并可能试图将汇率压回150附近。花旗指出,日本央行会议后日本当局已进行汇率询价,当时日元汇率较此前实际干预时更强,显示政府对日元贬值的容忍度可能有所下降。该机构同时认为,高市政府内阁改组基本符合预期,接下来市场将关注政府是否宣布日本已经摆脱通缩;花旗预计短期内不会立即作出这一表态,关键在于内阁府月度经济报告对通缩的措辞是否发生变化。若政府逐步淡化当前的再通胀立场,此前日本利率上升反而可能为日元提供支撑。

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