日本央行再次加息-市场反应

币界网Publicado a 2024-07-31Actualizado a 2024-07-31

币界网报道:

日本央行今天将短期利率上调至0.25%,令许多人感到惊讶。这是近几个月来的第二次加息,因为日本央行试图遏制日元兑美元的下跌,并转向更正常的货币政策。

我们的金融市场反应迅速,规模巨大。东京股市首先感受到了这一点。起初,由于投资者为日本央行的公告做准备,股市下跌了0.4%。

来源:美联社

但加息后,市场反弹。加息被视为日本经济可能比以前想象的更强劲的迹象。但这对美元和全球经济意味着什么?

货币市场对日本的决定作出反应

日元兑美元强势反弹,升值1.8%。日元兑美元汇率盘中创下150.05日元的新高,这是自3月以来从未见过的水平。

日本央行的决定和未来加息的暗示使日元对投资者更具吸引力。全球货币市场也感受到了连锁反应。

衡量美元对其他主要货币汇率的美元指数下跌了0.3%。美元已经变得相当疲软,部分原因是人们预计美联储可能很快就会降息。

上田和夫。来源:Akio Kon/彭博社

投资者现在对日本重新产生了兴趣。日本央行似乎已经摆脱了长期以来的超宽松货币政策。

多年来,日本央行一直将利率维持在零或以下,以刺激经济活动。但当通货膨胀成为一个紧迫的问题时,日本央行决定尝试一种不同的方法。在新闻发布会上,上田和男酋长说:

“整体通胀率在很长一段时间内一直高于2%。鉴于通胀的进一步上行风险,我们认为现在是正确的时机。”

上田还表示,虽然日本央行致力于政策正常化,但他们将谨慎行事。他承认日元最近贬值带来的挑战,但补充道:

“我认为加息不会对经济产生严重的负面影响,因为它仍处于较低水平。”

根据经济数据,日本可能会进一步加息。央行宣布计划到2026年3月将其债券购买计划从目前的每月6万亿日元减半。

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