亞洲交易時間週四早間,日元匯率呈上升趨勢,兌美元的匯率突破了100日元。因為美聯儲的謹慎加息態度和疲軟的東京股市增加了日元的買入量。
美元/日元先跌至99.64日元,隨後在週二以99.55日元收盤,這是六月英國退歐公投之後的最低水平。今天美元開始回升,突破了100日元的閥值,成交價為100.16日元,但仍低於週三紐約市場的100.28日元。
歐元/日元跌至112.62日元,隨後回升至113.23日元,週三晚間的成交價為113.20日元。英鎊/日元由130.76日元跌至130.02日元,隨後反彈至130.70日元。
美聯儲7月26日、27日的會議報告顯示,聯邦公開市場委員會的成員們就加息的時間問題產生了歧義。會議報告顯示,最早的加息時間是在九月,但是在經濟增長、就業及通脹問題達成一致之前,美聯儲是不會採取行動的。
這讓那些期待著強硬信號的投資者倍感失望,在本週早些時間美聯儲官員降低了九月加息的可能性之後,這種態度更為明顯。
疲軟的東京股市也打擊了市場情緒,投資者們紛紛買入較為安全的日元。日經指數一早下跌了1.1%,日中挽回了0.2%的損失。
“我認為投資者們不會大量買入日元”,GMO外匯主管Marito Ueda說,“反過來說,考慮到美聯儲在短期内加息的謹慎態度以及持續減少的市場交易量,我們沒有理由積極地買入美元等其他貨幣。”野村證券首席外匯策略家Yunosuke Ikeda在早間消息中指出:“美聯儲主席耶倫強硬地為九月加息掃平障礙是愈加不可能了。”他希望成熟的美元買入行為能夠推遲到11月或12月。
至於其他的貨幣交易,由於美元的大量賣空,歐元/美元突破了1.1328美元,是6月24日退歐公投以來的最高點。週三收盤價為1.1291美元。
華爾街美元指數為85.47,下跌了0.19%。
Yen back above ¥100 on Fed’s cautious stance over rate hikes
The yen gained traction against its peers during Asian morning trade Thursday, rising above the ¥100 — line versus the dollar again, on the Federal Reserve’s cautious stance in raising rates and weakness in Tokyo stocks prompting buying of the Japanese currency.
The greenback USDJPY, -0.34% fell to as low as ¥99.64 earlier in the session, coming close to ¥99.55 set on Tuesday — the lowest level since the U.K.’s decision to leave the European Union in late June. The U.S. currency rose back above the ¥100 — threshold, changing hands at ¥100.16, but still below ¥100.28 late Wednesday in New York.
The euro EURJPY, -0.15% dropped to as low as ¥112.65 before coming back to ¥113.23 midday. The common currency was at ¥113.20 late Wednesday. The poundGBPJPY, -0.21% fell to as low as ¥130.02 from ¥130.76, before bouncing to ¥130.70.
The Fed’s minutes from its July 26-27 policy meeting released overnight showed members of the Federal Open Market Committee were split on the timing of an interest rate hike. The minutes suggested a rate increase is a possibility as early as September, but that the Fed won’t commit to moving until a stronger consensus can be reached about the outlook for growth, hiring and inflation.
That dampened sentiment for some investors who were anticipating more hawkish signals especially after Fed officials remarks earlier this week flagging the possibility of a rate increase in September.
Weakness in Tokyo stocks also bruised the market sentiment, prompting buying of the perceived safety of the Japanese currency. The Nikkei Stock AverageNIK, -0.87% fell 1.1% in early morning session, before trimming losses to a 0.2% fall midday.
“I don’t think investors are buying the yen aggressively,” said Marito Ueda, director at FX Prime byGMO. “To put it the other way around, there is no reason to buy the dollar and others in a positive manner,” given the Fed’s cautious stance toward raising short-term rates and continued thin market volume due to the summer holiday, he said. “The possibility is now even lower of Fed chair (Janet) Yellen giving hawkish signals to smooth the way for a September rate increase” at the Fed’s Jackson Hole symposium on Aug. 26, said Nomura Securities chief FX strategist Yunosuke Ikeda in a morning note. He added that he expects any full-fledged dollar buying will now be pushed back to November-December.
In other currency trade, the euro EURUSD, +0.1949% briefly hit $1.1328, its highest since June 24 shortly after the Brexit vote, amid a broader dollar selling. That compared with $1.1291 late Wednesday.
The WSJ Dollar Index BUXX, -0.26% a measure of the dollar against a basket of major currencies, was down 0.19% at 85.47.
本文翻譯由兄弟財經提供
文章來源:http://www.marketwatch.com/story/yen-back-above-100-on-feds-cautious-stance-over-rate-hikes-2016-08-18