金十数据9月5日讯,穆迪分析师Dave Chia和Stefan Angrick在一份报告中说,明智的做法是不要被日元的复苏冲昏头脑。日元看起来没有一个月前那么超卖,但以历史标准衡量仍然疲软。自8月股市大跌以来,做空日元的押注有所减少,当时股市和债市收益率下滑,日元飙升。在日本央行意外加息和美国经济数据疲弱之后,许多人将这一事件归咎于日元套息交易平仓。随着美国利率的下降和日本利率的上升,做空日元的投机行为将会消退,但由于在日本借贷的成本仍然较低,做空日元的动机仍将存在。
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