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袁國守:日圓拆倉 日股沉沒? - 20240812 - 經濟 @ 2024-08-12T Back Hot News
Keyword:日圓
Concept:日本央行
日本央行於7月底加息至約0.25厘,會議紀錄顯示,部分貨幣委員會成員認為,有需要繼續加息,當中一名成員更指利率最終應升至最少約1厘水平,反映日本央行偏鷹派。日圓兌每美元約處146.3,每百日圓兌港元5.3265。
日本央行上周加息,遇上美國減息預期升溫,觸發「日圓拆倉潮」引起全球金融市場震蕩。日本央行副行長內田真一今日安撫市場,指央行不會在市場不穩定的時候加息,目前需要堅定地實施寬松政策。
日本央行7月加息後,日圓一度急升至141.7附近。摩根大通資產管理表示,日本央行將避免在短時間內再次加息,進一步收緊政策可能取決於美國經濟走向。摩根資產管理全球利率主管SEAMUS MAC GORAIN指出,實際上日本央行有再次行動的路徑,「但那是一條聯儲局減息,並設法穩住美國經濟的道路,如果美國陷入衰退,路就會被堵死」。

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