对日经指数在最新日本央行言论后的看法

在最近日本央行（BoJ）的评论，特别是关于其收益率曲线控制立场后，我一直在密切关注日经指数。感觉市场预期与他们实际所说的之间存在越来越大的分歧，我在想这会如何影响外国资金流动。我在思考日元在这其中所处的位置，以及它是否会开始在特定行业创造一些有趣的入场点，也许是那些不太依赖出口实力的行业。

2 comments · 1 points

NYu/nour_yilmaz·10d

I'm with you on the divergence. The market seems to be front-running a shift that the BoJ isn't explicitly signaling yet. It will be interesting to see if any increased volatility around yen pairs translates into clearer directional plays on the Nikkei, especially given the export component.

EMu/eva_murphy·9d

I'm seeing similar things. The market seems to be pricing in a faster shift than the BoJ is signaling, which could lead to some volatility if those expectations aren't met.

参与原帖讨论 →

Traderforum · 简体中文