日本央行前委员:今年不太可能再次加息

币界网Publicado em 2024-08-12Última atualização em 2024-08-12

币界网报道:

作者:Tom Mitchelhill,CoinTelegraph;编译:邓通,

据日本央行前任董事会成员称,继上次突然加息引发经济动荡之后,日本央行今年将不会再加息。

日本央行前任董事会成员樱井诚在 8 月 12 日的一份报告中告诉彭博社:“至少在今年余下时间里,他们不会再加息了。他们能否在明年 3 月之前加息一次还不得而知。”

8 月初,日本央行突然将基准利率上调至 0.25%,股市和加密货币市场出现大幅抛售。

此次加息扰乱了日元套利交易——投资者以低利率借入日元,并用这些资金购买外国资产。

值得注意的是,催化剂并不是加息本身,而是随后发生的事情:外汇市场上日元的飙升。从 7 月 31 日起,美元兑日元汇率从 1 美元兑 153 日元左右跌至 145 日元。

一夜之间,以日元计价的贷款变得非常昂贵。

几天后,加密货币总市值在 8 月 2 日至 8 月 5 日的三天内下跌了 5000 多亿美元。

虽然加息可能扰乱了全球市场,但 Sukari 表示,此举对日本来说是一个急需的改变,因为日本过去 17 年的利率一直在 0 至 -0.1% 之间。

“在恢复正常货币政策的过程中,他们决定从几乎为零的利率转向正常的 0.25% 是件好事,”Sakurai 表示,并补充说,央行“观望”进一步加息将如何进行是明智之举。

与此同时,加密货币市场也受到了杠杆头寸拥挤和交易商(如 Jump Trading)大规模抛售的双重打击,Jump Trading 在 7 月 24 日至 8 月 4 日期间抛售了超过 3.7 亿美元的 ETH,导致加密货币市场暴跌。

动荡过后,日本央行表示不会考虑进一步加息,特别是在经济紧张时期。

8 月 6 日,日本央行副行长内田进一表示,在金融市场不稳定时,央行不会加息。

“由于我们看到国内外金融市场剧烈波动,暂时维持当前的货币宽松水平是必要的,”内田进一表示。

日本央行加息的决定引发了日本主要反对党的批评。

当日本国内市场于 8 月 12 日公共假期后重新开放时,一个议会委员会将于 8 月 13 日召开会议,决定何时传唤行长上田和夫和财务大臣铃木俊一进行质询。

Leituras Relacionadas

TechFlow Intelligence Bureau: Anthropic IPO Odds Exceed 80%, Iran Closes Strait of Hormuz Again, Triggering Oil Price Volatility

**Market Digest** **AI & Tech:** Anthropic is widely expected to announce an IPO before November 2026, raising questions about balancing its trillion-dollar valuation ambitions with its core "AI safety" mission. Brands are increasingly adopting AI-generated virtual influencers for marketing. Cloudflare introduced temporary accounts for AI agents to ease automation workflows. **Infrastructure & Hardware:** Google's IPv6 traffic surpassed 50%, marking a major internet milestone. Goldman Sachs warned that massive projected AI capital expenditure ($5.3T) is approaching credit saturation limits, potentially curbing the "AI arms race." **Space & Robotics:** SpaceX's IPO saw a historic $370M retail buying frenzy in three days. Hyundai Motor Group plans to acquire full ownership of Boston Dynamics. Elon Musk speculated about future "septillion-dollar" investments in antimatter for interstellar travel. **Energy & Geopolitics:** Iran's military announced another closure of the strategic Strait of Hormuz, accusing Israel of violating a ceasefire, causing oil market volatility. However, ship-tracking data indicated some traffic continued. Concurrently, Iran resumed crude loadings at Kharg Island, potentially releasing up to 20 million barrels to the market. **Finance & Macro:** A European CLO (collateralized loan obligation) experienced its first post-2008-crisis-era equity tranche default, raising alarms in credit markets. Nomura warned that new Federal Reserve Chair Wash's perceived hawkish debut speech could signal a significant policy shift. **The Undercurrent:** Seemingly disparate events—the Strait of Hormuz tension, the European CLO default, and warnings on AI spending—point to a tightening of global liquidity and rising marginal costs across energy, credit, and tech investment. Meanwhile, capital continues chasing grand narratives like space exploration and advanced AI, highlighting a divergence where old-world leverage frays as new-world stories grow more ambitious.

marsbitHá 2h

TechFlow Intelligence Bureau: Anthropic IPO Odds Exceed 80%, Iran Closes Strait of Hormuz Again, Triggering Oil Price Volatility

marsbitHá 2h

The Hunter Becomes the Hunted: The Most Profitable MEV Bot Gets Hacked

A well-known and highly profitable Ethereum MEV Bot, Jaredfromsubway.eth, suffered a sophisticated on-chain attack this Saturday, losing over $7.5 million. Analysis by Blockaid and others reveals this was not a conventional phishing or smart contract exploit, but a targeted "counter-MEV honeypot attack." The attacker meticulously laid a trap over several weeks, deploying 66 fake token contracts and liquidity pools disguised as major assets like WETH and USDC. These pools created the illusion of arbitrage opportunities. The MEV Bot's automated system detected these signals, executed trades, and in the process, granted approval permissions to attacker-controlled contracts. These approvals were not revoked, creating a persistent vulnerability. The attacker then exploited this in a single transaction, draining the bot's ETH, USDC, and USDT holdings. Jaredfromsubway.eth is notorious as one of Ethereum's most active and profitable MEV Bots, primarily known for executing "sandwich attacks" to profit from transaction slippage. Estimates suggest it has earned tens of millions in MEV revenue. The incident highlights escalating crypto security threats, demonstrating that even top-tier automated "predators" are vulnerable to novel, logic-based attacks designed to exploit their own operational rules. Following the hack, an unverified X account impersonating Jaredfromsubway.eth emerged, falsely offering a bounty for the return of funds, prompting developer warnings for users to stay vigilant.

marsbitHá 3h

The Hunter Becomes the Hunted: The Most Profitable MEV Bot Gets Hacked

marsbitHá 3h

Trading

Spot
Futuros
活动图片