SFby u/souza_felipe·6dDiscussion

GBPJPY与日本央行在Polymarket上的下一步行动

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本周关注日本央行很有趣,尤其是在Polymarket上关于任何加息或政策调整的赔率。尽管所有人都关注通胀,但日元持续疲软,特别是兑英镑,$GBPJPY维持在215上方,报215.532,这仍然感觉像是在拖累日本央行采取任何激进的紧缩政策。这对他们来说是一场令人不舒服的舞蹈。

1 comments · 1 points
RAu/rafaelribeiro·6d

It's definitely a tricky spot for the BoJ. Do you think the market is overestimating their willingness to tolerate a weaker JPY for the sake of other policy goals, or is 215.532 just not a critical enough level for them to act?

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