高市早苗对加息的担忧提振日本股市

周一,日本股市指数上涨近2%,此前首相高市早苗向日本央行表达了对进一步加息的担忧。

JPN 225 – Daily Chart

日经225指数——日线图

日经225指数从56,672点的支撑位反弹,再次向历史高点迈进。伴随着两个关键价位,预示着更大的走势。

此次市场波动主要受日元贬值推动。《日经亚洲》指出,日元贬值是美国财政部长贝森特干预外汇市场的结果,而非东京方面所为。外汇交易员认为,这表明日本当局已准备好允许美元兑日元汇率继续攀升。

此前,有报道称中国将包括三菱重工关联公司在内的20家日本企业列入出口管制黑名单,日元也因此走弱。

日元的连续下跌带动美元兑日元突破156关口。此前,《每日新闻》报道称,日本首相高市早苗已就其对进一步加息的保留意见与日本央行进行了沟通。

如果报道属实,则可能意味着日本央行与首相之间在货币政策问题上的摩擦加剧。

此前几个月,日本债券市场已显露出承压迹象,但不断攀升的通胀迫使日本央行启动了加息周期。路透社本月早些时候的一项调查显示,大多数经济学家预计日本央行将在6月底前将基准利率上调至1%。一些分析师预计,由于通胀压力上升和日元走软,日本央行最早可能在4月份就采取加息行动。

关于作者

 

Martin Lam 是 ATFX 亚太区首席分析师,在全球外汇及投资市场拥有逾 20 年的经验。他毕业于迪肯大学(Deakin University),主修金融与经济学,并曾在多家领先的外汇经纪公司担任高级管理职位。

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