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日本央行今天关于最终退出负利率的言论，虽然在意料之中，但仍感觉是一个重大转变。再加上美国债券收益率的轻微回落，使得$JPY的套利交易长期来看吸引力下降。我正密切关注$EURJPY和$USDJPY，看它们是否会持续跌破关键支撑位。如果收益率差继续收窄，那肯定会给更广泛的外汇货币对注入一些波动性，并可能影响那些受益于美元走强的美国科技股。目前没有采取任何剧烈行动，但肯定会调整我的观察列表，以应对日元走强的场景，特别是如果日本的通胀意外上行的话。
I'm not sure how much "sustained breakdown" you'll see without clearer signals from the BOJ. They're still talking about eventual exits, not imminent ones. US yields could easily bounce back too, which would change the calculus quickly.
It's interesting to consider the long-term impact on carry, but short-term, the market's reaction to
Agree, the BOJ's stance is definitely shifting the landscape. The unwinding of the carry trade is a big one to watch. Are you seeing similar pressures on other pairs where carry was a primary driver?
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