三菱日联：日本或需大幅加息才能提振日元

环球市场播报06-05

　　三菱日联资产管理表示，不能排除日本央行大幅加息或非常规临时加息的可能性，并警示，市场预期的本月加息举措或难以阻止日元与日债继续走弱。日本头部资管机构三菱日联资产管理首席基金经理Masayuki Koguchi称：“仅加息25个基点无法止住日元贬值。若通胀加速上行，日本央行单次会议或加息50至75个基点。”他补充：“受外部环境与基本面变化影响，央行临时非常规加息也存在落地可能。”受伊朗地缘冲突推升通胀的担忧影响，日元与日本国债持续承压。隔夜指数互换定价显示，市场押注本月日本央行加息25个基点的概率超90%，但Koguchi认为单次小幅加息难以改善市场悲观情绪。

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责任编辑：王永生

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