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日央行前委員料日央行最少今年內不能加息外匯報價Forex - 外匯新聞內容News Content @ 2024-08-13T Back Hot News
Keyword:日圓
Concept:日本央行加息
日本央行在7月會議上進一步加息,同時開啟階段式縮減購債,整體政策調整、前瞻指引,以及央行行長言論,均指向鷹派立場,會議後日圓兌美元大幅走強,且引發大量沽空日圓的套利交易平倉。另一方面,隨著減息和衰退交易的抬頭,過去一周市場波動性顯著飆升,為套利交易創造極不利條件,同時推高避險需求,進一步提振日圓。單單7月一個月,日圓兌美元累積上漲7.3%,創今年1月以來的高位。筆者所在的研究團隊估計,日圓兌美元中期內將進入上行通道,但短期內需要留意技術回調的風險,以及日央行對加息的風險評估。
日圓匯率走勢|日央行會議紀錄稱需繼續加息,日圓兌港元暫見5.3算。
日本央行於上月底宣布加息0.15厘,以及將每月買債計劃每季減少4,000億日圓。日央行發布發布上月政策會議紀要,顯示部分委員提出需要繼續加息,其中一名委員更提出利率最終應升至最少約1厘。

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