美银:市场关注日本央行本周给出6月或7月加息的线索

GoldenOctober2024
TRUMP-4,59%

金十数据4月29日讯,美银全球研究外汇/利率策略师Shusuke Yamada在研究报告中称,市场的焦点可能是日本央行在本周会议上就6月或7月可能加息给出的任何暗示。特朗普宣布加征关税“突然增加了日本央行未来政策的不确定性”。他指出,目前市场对日本央行最终利率的预期是略高于0.75%,而之前的预测是1.25%,下一次加息的预期时间从6月推迟到2025年底。鉴于投机交易商的日元仓位创下历史新高,且美元/日元在伦敦交易时段趋于稳定,美银认为风险偏向于美元/日元进一步反弹。

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