英镑兑日元本周仍将是焦点

英镑兑日元汇率将再次成为头条新闻,因为在债券市场崩盘后,该国的财政状况受到了密切关注。

GBPJPY – Daily Chart

英镑兑日元-日线图

英镑兑日元跌破支撑位,现在指向下方,焦点是188-190水平。

随着英国国债收益率继续上升,英国政府的借款成本已飙升至逾25年来的最高水平。就在预算公布几个月后,30年期英国国债的收益率自1998年以来首次超过5.25%。

与此同时,10年期英国国债收益率升至4.8%,为2008年金融危机以来的最高水平。目前的收益率也高于前财政大臣利兹·特拉斯在2022年9月引发市场小规模预算恐慌时的水平。

英国政府现在面临着削减公共服务支出的呼声,本周的公告可能会对英镑产生影响。

伊夫林合伙公司的Jason Hollands表示:“这无疑是对财政大臣雷切尔•里夫斯的打击,预算案损害了她在市场和商界领袖中的信誉。”

“长期债券收益率的飙升对财政大臣来说是一个真正的挑战,因为她要坚持自己的财政规则。最终,这将加大压力,要么加大支出限制,要么加大增税的可能性,而这两种情况都不会为公众所接受。”

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