亚洲外汇评论 · 日本央行会议后美元/日元波动

关键论点

• 日本央行以7比2投票加息25个基点至1.25%，浅田和佐藤两位委员反对加息。
• 市场解读为偏鸽：经济描述未变，高田与田村未支持50个基点，植田行长认为连续加息概率低。
• 有报道称日本央行在纽约时段进行汇率检查，美元/日元从158跌破157，三日假期前干预风险受关注。
• 本周焦点转向9月24日特朗普与习近平峰会，有迹象显示可能出现美中人工智能对话。

对应原文证据

1. Second, the vote for the decision was 7-2 including two dissents with board members Toichiro Asada and Ayano Sato – Prime Minister Sanae Takaichi ’s administration ’s BOJ board appointees - dissenting in favour of a hold.
2. Third, while there was some speculation that more hawkish members of the board such as Takata and Tamura might vote for a larger 50bps hike, this was not the case although both did dissent against the description of inflation in the statement.
3. CHART 1: USD/JPY ROSE SHARPLY AFTER THE BANK OF JAPAN POLICY MEETING TOWARDS 158 LEVELS, BUT FELL AFTER NEWS REPORTS OF BOJ CONDUCTING A RATE CHECK Source: Bloomberg, MUFG GMR estimates.