日元:抛售后的再平衡需求 - 美银证券
BNY的报告概述了在日本政府债券(JGBs)大幅抛售后,日元(JPY)的再平衡需求。报告指出,尽管对日元的购买需求强烈,但市场情绪可能在即将到来的选举之前保持谨慎。

BNY的报告概述了在日本政府债券(JGBs)大幅抛售后,日元(JPY)的再平衡需求。报告指出,尽管对JPY的购买需求强烈,但市场情绪可能在即将到来的选举之前保持谨慎。分析表明,一旦下届国会的财政政策得到评估,JPY的流入将会改善。

选举前市场情绪谨慎

"所有资产类别中最大的再平衡信号出现在JPY上,在日本政府债券(JGBs)创纪录的抛售后,需要进行大量购买。"

"尽管对更多JPY购买的需求存在,但我们怀疑市场在选举之前不会采取强烈的看法。"

"我们的数据显示,跨境JGB流动仍然稳健,这表明外国投资者可能在当前的JGB收益率中发现了价值,同时依赖日本和美国的外汇当局来限制未来的货币损失。"

(本文由人工智能工具生成,并经过编辑审核。)

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Name / Symbol
Chart
% Change / Price
GBPUSD
1 D change
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0
EURUSD
1 D change
+0%
0
USDJPY
1 D change
+0%
0

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