日元:日本央行讲话临近,关注关键水平 – 三菱东京日联银行
三菱日联金融集团(MUFG)的Michael Wan指出,更强劲的美国劳动力数据推高了美国收益率并支撑了美元(USD),这使得近期美联储降息的前景变得复杂。

三菱日联金融集团(MUFG)的Michael Wan指出,更强劲的美国劳动力数据推高了美国收益率并支撑了美元(USD),这使得近期美联储降息的前景变得复杂。他强调即将公布的美国ISM服务业指数、美联储褐皮书和非农就业数据(NFP)对美国利率和美元至关重要,美元/日元已接近160,日本央行(BoJ)行长植田和男的政策信号也成为关注焦点。

美国数据和日本央行指引成为焦点

“考虑到这一背景,今天晚些时候公布的美国ISM服务业数据和美联储褐皮书,加上本周晚些时候的美国非农就业数据,可能比平时更为重要,有助于判断美国利率、美元以及亚洲货币的转折点。”

“美元/日元已接近160关口,我们不会感到惊讶,如果日本财务省在这些关键水平上对该货币进行口头干预,甚至可能再次干预。”

“尽管如此,正如前面提到的,美国收益率的粘性,更重要的是日本实际收益率仍然较低且财政政策趋于扩张,仍然是主要驱动力。”

“归根结底,我们认为日本央行必须采取行动并加息,美元/日元的趋势才会改变,植田和男行长今天晚些时候的讲话在指明未来路径方面可能具有重要意义。”

(本文由人工智能工具协助生成,编辑审核。)

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