外汇交易员：日本央行令日元多头失望

关键论点

• 日本央行加息25个基点，但7比2的分歧投票及缺乏紧迫感的声明引发日元全线抛售。
• 植田的逐次会议指引保留了政策选择权，但缺乏足以震慑市场的明确表态。
• 英国央行较预期更鸽派，宣布暂停所有国债出售六个月并完全停止长债出售，30年期国债收益率下降12个基点。
• 油价回落抹去了美债短端对FOMC会议的反应，显示市场怀疑进一步鹰派定价的空间。

对应原文证据

1. Summary: The Bank of Japan hiked rates and guided for more in its monetary policy statement, but a split decision punched the JPY lower.
2. Elsewhere, the BoE was somewhat more dovish than expected and overhauled its QT programme, pushing sterling a bit lower.
3. There may have been some additional pent-up energy in the USDJPY reaction from the USD rally after the FOMC meeting, ironically even as US short-dated yields backed out much of the reaction to the meeting by late Thursday, in part as oil prices continued to retreat.