日本央行副行长冰见野警告上行通胀风险,日本接近2%目标
BOJ policymaker Himino warns of upside inflation risks as Japan nears 2% target
Timbalan Gabenor Bank of Japan Himimo Ryozo memberi amaran tentang risiko inflasi menaik, berkata potensi inflasi menghampiri sasaran 2% dan menekankan bahawa kelewatan dalam pelarasan dasar boleh membenarkan risiko inflasi menjadi kenyataan dan menjejaskan ekonomi. Peniaga hampir menolak tindakan pada mesyuarat Oktober, tetapi harga dalam kira-kira 74% peluang untuk menaikkan kadar faedah sekali lagi pada bulan Disember; penulis percaya bahawa pengetatan lanjut oleh Bank of Japan masih dalam agenda.
The hawkish statement by the deputy governor of the Bank of Japan has strengthened the market's expectations for subsequent policy normalization, but there is a significant time lag between traders' pricing of an interest rate hike in December and a hold on the policy in October. The foreign exchange market needs to pay attention to how this difference in policy expectations affects the revaluation of the yen carry trade, and the resulting indirect transmission of cross-asset fluctuations to gold.
日本央行副行长警告延迟调整可能让通胀风险实现,与市场对12月加息约74%的定价形成对照。
来源:ForexLive · investinglive.com