日元:关注日本政治动态 - 荷兰国际集团
上周此时,美元/日元因高市早苗(Sanae Takaichi)赢得自民党(LDP)领导选举并可能成为日本下任首相的消息而飙升,荷兰国际集团(ING)外汇分析师 Chris Turner 指出。

上周此时,美元/日元因高市早苗(Sanae Takaichi)赢得自民党(LDP)领导选举并可能成为日本下任首相的消息而飙升,荷兰国际集团(ING)外汇分析师 Chris Turner 指出。

美元/日元必须应对中美言辞

“然而,自民党的联盟伙伴公明党已经退出该联盟,焦点将集中在哪个阵营能够在下周一国会重新开幕时为新首相争取到足够的选票。”

“反对党正在努力团结在一位候选人周围,尽管反对党在这里获胜似乎是一个尾部风险。无论如何,似乎在高市早苗的地位得到保障之前,美元/日元不会再次冲击高位——这可能需要一到两周的时间。”

“与此同时,美元/日元必须应对中美言辞,以及美联储可能的一些重要更新。美元/日元在本月底回到147/148附近的风险完全存在,但要实现这一结果还有很多因素需要到位。”

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