瑞穗证券：油价冲击令日本央行陷入政策两难

市场资讯04-27 09:47

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　　文章来源：格隆汇

　　瑞穗证券的Vishnu Varathan表示，由于中东战争引发的油价冲击一方面可能导致需求遭到破坏，另一方面又可能进一步加剧既有的通胀风险，日本央行预计本周将按兵不动。日本央行正陷入两难境地，因为尚不清楚哪种风险将占主导，以及应采取何种相应对策。中东危机爆发前已处于高位的通胀以及日元的剧烈贬值压力，限制了日本央行提前放松政策以对冲潜在增长冲击的能力。与此同时，日本央行也无法过快、过大幅度加息，否则可能破坏实现可持续、健康再通胀的前景。

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