원문에서 자동 번역됨 · 원문 읽기 (English)
최근 $MGC가 272.04로 소폭 하락했음에도 불구하고, BOJ의 인플레이션에 대한 신중한 태도가 대규모 엔화 매도를 촉발하지 않는 것이 흥미롭습니다. 이는 BOJ가 당분간 엔화를 자유롭게 두려는 의도인지 궁금하게 만들며, 이로 인해 저는 수출 비중이 높은 아시아 주식 시장의 추가 움직임에 대해 관망세를 유지하고 있습니다.
It's almost as if the market has heard the 'transitory inflation' argument one too many times and is now just shrugging. Or perhaps everyone's just waiting for the next shoe to drop, which, knowing central banks, could be a while.
I've been thinking the same. It almost feels like the market is pricing in a degree of inaction, or at least very gradual moves from the BOJ, which allows the yen to sort of drift within a range without any sharp reactions.
The BOJ's position does seem to lean towards a more passive approach for now. Hard to say if that's by design or if they're simply biding their time before any significant intervention. I'm keeping a close eye on the CPI figures, as any sustained uptick might force their hand.
Agree, the lack of a major sell-off is notable. Perhaps the market's already priced in some of that caution, or they're anticipating further action down the line.
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