高盛:日元干预的先决条件尚未满足

GateNews

金十数据11月4日讯,高盛策略师表示,触发日元干预的常规先决条件尚未满足,包括汇率快速跌至明显疲软的水平、与基本面脱节以及更强有力的口头干预。日元“似乎并未处于特别疲软的水平”,其走势“与财政风险溢价的重新定价以及最近市场对日本央行短期政策预期的变化密切相关,”策略师Karen Reichgott Fishman在报告中写道。高盛认为,如果美国经济数据缺失使市场无从质疑当前积极的增长预期,且市场重新聚焦日本提前大选的可能性,则日元有进一步走弱的空间。从更长期来看,该行仍预期对冲成本降低及美元全面走弱将推动日元逐步走强,而美国劳动力市场恶化的任何迹象都可能引发日元更快、更大幅度的升值。

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