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日元因日本央行加息預期飙升 

日本央行因工資增長樂觀情緒准備加息 

過去一個月內,日元迎來了最強勁的一周表現,主要受市場對日本央行(BOJ)下周加息預期的推動,同時也給美元帶來壓力,尤其是在唐納德·特朗普可能重返白宮的背景下。目前在這個星期,美元兌日元彙率已下跌1.45%。 

(美元/日元價格走勢圖,來源:Trading View) 

(美元/日元價格走勢圖,來源:Trading View) 

市場重點關注日本央行對工資和通脹的立場。此前,日本央行行長上田和夫因對工資增長和國內通脹的不確定性表示擔憂,上月決定暫緩加息。 

日本央行副行長氷見野良三周二表示,今年的工資增長可能會保持強勁。次日,上田也表達了相似的樂觀情緒,表明日本正穩步邁向實現持久通脹目標的方向。兩位官員均表示,日本央行將在下周討論是否加息,並顯示出很大可能性。 

與此同時,多家企業預計將在即將于3月啓動的年度工會談判中連續第三年提供大幅加薪。日本央行的地區分行經理也指出,工資上漲已蔓延至各行業和公司規模,這滿足了加息的關鍵前提條件。 

除非受到外部沖擊的影響,日本央行預計將在下周將利率上調至0.5%。不過,如果上田在加息後發表鴿派言論降低市場預期,日元的強勢可能不會持續太久。 

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本文所含評論、新聞、研究、分析、價格及其他資料僅供參考,旨在幫助讀者了解市場形勢,並不構成投資建議。Ultima Markets已采取合理措施確保資料的准確性,但不能保證資料的絕對准確性,並可能隨時更改,恕不另行通知。Ultima Markets對于因直接或間接使用或依賴此類資料而可能導致的任何損失或虧損(包括但不限于利潤損失)不承擔責任。 

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