【摩根士丹利:美日利差预计将收窄 建议买入日元】摩根士丹利三菱日联证券执行董事Koichi Sugisaki在一份报告中写道,建议做空美元/日元,因美日利差预计将重新收窄。 随着美国通胀持续放缓得到证实,此类交易的短期风险回报看起来更具吸引力。如果特朗普政府不立即宣布提高关税,那么对美联储进一步降息和日本央行继续推进政策正常化的预期就应该有助于美日利差收窄。在围绕特朗普新政府可能采取什么行动以及何时采取行动存在很大不确定性的背景下,预计日元融资套利交易的需求将保持相对低迷。

金融界
20 Jan
摩根士丹利三菱日联证券执行董事Koichi Sugisaki在一份报告中写道,建议做空美元/日元,因美日利差预计将重新收窄。 随着美国通胀持续放缓得到证实,此类交易的短期风险回报看起来更具吸引力。如果特朗普政府不立即宣布提高关税,那么对美联储进一步降息和日本央行继续推进政策正常化的预期就应该有助于美日利差收窄。在围绕特朗普新政府可能采取什么行动以及何时采取行动存在很大不确定性的背景下,预计日元融资套利交易的需求将保持相对低迷。

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