亚洲外汇评论 · 美元走强之际保持选择性谨慎

关键论点

• 长端美债收益率上升推高美元，DXY自杰克逊霍尔会议以来上涨约3.2%。
• 美元头寸似乎并未过度拥挤，不足以构成看涨亚洲货币的强有力反向理由。
• FOMC会议纪要证实9月加息25个基点获得一致支持，多数与会者认为年底前可能再次加息。
• 印度央行加息25个基点至5.50%并转向有校准的紧缩，强化了对通胀的担忧，使卢比仍列入谨慎名单。

对应原文证据

1. The continued sell-off in US Treasuries is becoming an increasingly important driver for global markets.
2. Should long-end yields rise further, market attention could shift towards the broader tightening in US financial conditions and whether policymakers begin to signal greater concern over Treasury-market conditions The FOMC minutes added to the backdrop of higher US rates.
3. The minutes confirmed that September's 25bp hike was backed by all 19 officials and indicated that most participants viewed another increase in the fed funds target range as likely appropriate by year-end.