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日央行減買債規模應對日圓弱勢暫紓緩貶值壓力每百日圓兌港元5算爭持| 無線新聞TVB News @ 2024-05-15T Back Hot News
Keyword:日本 日圓
Concept:
【彭博】-- 繼日本央行在本周例行操作中意外減少購債之後,投資者對於該行將在7月底之前加息的押注升溫。隔夜指數互換暗示央行在7月底之前加息的概率約為70%,高於本月早些時候的50%左右。市場頭寸的轉變正逢日圓面臨下行壓力之際,美日大幅利差導致日圓走貶。此外,市場還有一種預期日漸升溫,即央行在7月加息之前可能會在6月會議上宣布更大范圍的減少購債。東京市場,日圓周三持穩,日本國債走勢溫和,20年期和30年期國債殖利率近期攀升至十年來最高水平。基准10年期國債殖利率距離2013年以來的最高水平0.975%僅咫尺之遙。野村控股交易部門負責人CHRISTOPHER WILLCOX周三接受采訪時表示,10年期國債殖利率「可能在某個時候超過1%」,因為通膨可能會保持在高位。WILLCOX補充說,基於對日本央行可能在10月宣布「有限緊縮」的預期,日圓今年仍有可能升至1美元兌140日圓。投資者對7月以後的前景看法不一。一個市場指標表明,除了3月份的加息之後,交易員預計日本央行今年僅會再加息一次。品浩(PIMCO)預計今年日本央行會再加息三次。VANGUARD GROUP INC.國際利率主管ALES K

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