日本:通缩危机仍在威胁经济 套利平仓推升日元汇率

• 作 者: 王涛 赵楠
• 出 处: 国际金融
• 发表日期: 2004年期
• 关键词: 日元汇率 套利交易 平仓 推升 套利 价格指数 市场恐慌 道琼斯指数 月份 商品价格指数

日本经济在7月份仍然没能看到通胀的出现,消费价格指数(CPI)持续下跌,尽管如此,市场对日本央行近期加息的可能继续保持很高的预期。同时,随着全球主要股市的大幅下跌调整,套利交易多头的平仓推动日元汇率的大幅上升。一、经济前景继续改善通缩前景仍未转变今年以来,日元贬值极大提振了出口,并以此带动

Japan's economy still failed to see inflation in July, and the Consumer Price Index continued to fall. However, the market is likely to maintain high expectations of the Bank of Japan's recent rate hike. Meanwhile, long positions in carry trades pushed the yen exchange rate sharply higher as the major global stock markets plunged. First, the economic outlook continues to improve the outlook for deflation has not changed Since this year, the devaluation of the yen has greatly boosted exports and as a result