美元兌日圓跌至十一月以來最低點

在特朗普廢除奧巴馬醫改失敗後，投資者大量買入日圓及其他主流貨幣，致使美元兌日圓的匯率跌至十一月以來的最低點。

美元兌日圓下跌了1%，跌至110.24日圓，這是11月22日以來的最低水平。歐元/美元上漲至1.0849美元，是12月8日以來的最高水平，該貨幣對隨後回落至1.0849美元。

華爾街日報美元指數為89.66，下跌了0.4%。ICE美元指數為99.28，下跌了0.3%。

道富銀行東京分部經理Bart Wakabayashi說道：“這是特朗普競選承諾破產後的正常市場反應。”

此次白宮落敗，進一步質疑了特朗普政府的政策實施能力，投資者們懷疑他們能否支撐起美聯儲加息後的市場預期。

特朗普政府認為廢除奧巴馬醫改是手到擒來，但投資者們只看到他們連足夠的通過票都無法保證。Wakabayashi先生說道：“投資者都能看到，特朗普的政策有非常多的反對者。他們能看到貿易政策和財政政策的一般性風險，特朗普的諸多承諾都要重新考量。”

外匯投資者現在能夠看到美元已跌至108.30日圓附近，因為他們都在賣空美元。

東京佈朗兄弟哈里曼銀行的貨幣策略師Masashi Murata認為：“為了阻止美元的下行趨勢，美國必須拿出極其強勢的就業數據，或是美聯儲採取鷹派行動。”他認為下一個分界點在107.9日圓附近。

Dollar hits lowest level against yen since late November

The U.S. dollar fell to its lowest level against the yen since late November as the failure of a Donald Trump-backed measure to repeal Obamacare gave investors another cue for buying the yen and other major currencies.

The dollar USDJPY, -1.05%   fell as much as 1.0% against the yen at one point, to trade at ¥110.24, its lowest level against the Japanese currency since Nov. 22. The euroEURUSD, +0.6019%   rose to $1.0849, its highest against the dollar since Dec. 8, before pulling back slightly to $1.0843.

The Wall Street Journal Dollar Index BUXX, -0.57%  , a measure of the dollar against a basket of 16 currencies, was 0.4% lower at 89.66. The ICE Dollar Index DXY, -0.21%  , which measures the currency against a basket of six major rivals, was down 0.3% at 99.28.

“This is the market reacting to Donald Trump’s failure to implement one of his major campaign promises,” said Bart Wakabayashi, Tokyo branch manager for State Street.

The setback for the White House has strengthened uncertainty over the U.S. administration’s ability to push through its agenda, adding further momentum to an unraveling of support for the dollar that has picked up steam since the Federal Reserve’s decision to raise U.S. interest rates without ramping up its expected pace of further increases.

Investors see the failure of the U.S. administration to secure the votes needed to pass the health-care bill as a “harbinger of things to come,” said Mr. Wakabayashi. “They see it as a lot of opposition to his policies. They see general risk on trade and fiscal policy, and a lot of promises we may have to revisit and cross out some of them.”

Foreign-currency investors may now see the dollar falling toward the ¥108.20-level as they take short positions, Wakabayashi.

It will take robust monthly employment figures or hawkish guidance from the Fed to stop the slide, said Masashi Murata, currency strategist at Brown Brothers Harriman in Tokyo. He sees the next level of demarcation around ¥107.9.

The euro also continued to gain against the dollar. There are “no incentives to prompt investors to sell” the euro right now, said Daiwa Securities senior FX strategist Yukio Ishizuki.

本文翻譯由兄弟財經提供
文章來源：http://www.marketwatch.com/story/dollar-hits-lowest-level-against-yen-since-late-november-2017-03-27