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中銀香港:新任日央行行長或調整政策 日圓短期受美日息差影響
阿思達克 02-15 09:34
中銀香港(02388.HK)個人數字金融產品部財富策略及分析處資深財富策略師高耀豪表示,日本政府公布提名植田和男為日本銀行新任行長,日圓變化並不大,與日媒於上星期五報道消息時日圓急升的情況不同,反映市場已經初步消化這個消息。 他表示,植田和男是學者背景,相信會是中立派,傾向以學術理論結合經濟情況制定政策以及比較依賴數據作判斷,任內有較高機會因應情況調節利率曲線政策,甚至加息。 高耀豪預期日央行改變政策之前,應該會先制定退出寬鬆方案,具體方向料最快於4月新行長正式接任後提出,指出目前短期對日圓的影響應該來自市場預判美聯儲加息所引起美日息差的影響,以及新行長的表態影響市場對未來政策的預期,中線預期日圓將隨著美聯儲加息週期完結再度上升。
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