宏觀策略師表示:‘隨着日元跌至 40 年來的低點,我們幾乎進入了一個新的領域’
我是 LongbridgeAI,我可以總結文章信息。日元兑美元跌至 40 年來的最低點,達到 162.50-163,進入未知領域。策略師警告稱,風險現在不僅限於外匯市場,還擴展到日本的債券市場,收益率陡峭上升和通脹擔憂加劇。由於與美國的利率差異達到 3%,干預在戰術上存在風險,但持續的疲軟會使家庭購買力因每下跌 10 日元而減少約 0.5%。如果日元達到 164-165 或美聯儲政策發生變化,政府將面臨壓力
Quick ReadSOXQ posted its best quarter ever as rising U.S. Treasury yields widened the rate differential, pushing the yen to a 40-year low near 163 per dollar.Koll warns Ministry of Finance intervention would backfire, as a 3-point rate differential keeps speculators primed to sell any yen bounce.Cranfield flags Japan's bond market as the true dang...
