尽管外界很容易地将日本央行对经济更为乐观的看法解读为朝着非常规货币政策退出迈出一小步，但我们认为，对目前的货币政策体系进行任何明确的改变还为时过早。
鉴于宏观经济形势已不再让日元继续被做空，这一切源于对日本央行行长黑田本周的预期。
在会议后的新闻发布会中，如果看到黑田巧妙地展示了鸽派的表演，包括一些对“无序”外汇走势的预先担忧，我们也不会感到意外。
这意味着目前美元/日元在110上方可能会受到支持，但日元的实际资金买入者可能会趁虚而入。
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