汇市新闻

日银依旧鸽派 但会持续多久?

日期:2018-01-26
周五(1月26日)日本央行公布会议纪要,纪要表明大部分委员认为日本央行继续保持强力的宽松政策是合适的。

针对本周的日本央行会议,野村证券(Nomura)分析师撰文如下:

在此次会议上,日本央行行长黑田东彦仍维持鸽派立场完好。

他重申日本央行行目前还没有考虑退出政策,排除了近期政策利率和ETF购买变化的可能。
日银依旧鸽派 但会持续多久?(图1)
刚开始,日元对此次声明和前景报告表现积极,因日本央行对当前通胀预期的评估小幅改善。

不过,也因为通胀预期上升,黑田东彦派出了名义利率调整的可能性。

日本央行的鸽派立场将会继续日元叉盘。

日本央行的领导层提名和薪资谈判将是日本央行决策的下一个重要事件,不过日本央行的鸽派立场可能会继续维持下去。

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