高盛：如果日本央行加快升息日元套利交易还有进一步平仓的空间

环球市场播报08-14

高盛表示，日本15年来最大规模的外汇干预引发了战术性日元套利头寸的大幅减少，其规模超过了2024年7月干预后最初的平仓量。　　不过，策略师Karen Reichgott Fishman在报告中指出，由于宏观背景对日元的支撑力度仍不及2024年夏季，美元兑日元已回吐了初期跌幅的一半。　　尽管投机性头寸大幅减少，但“若条件合适”，仍可能出现更多平仓；“若宏观和市场环境支持日元走强”，头寸甚至可能...

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高盛：如果日本央行加快升息 日元套利交易还有进一步平仓的空间

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高盛：如果日本央行加快升息日元套利交易还有进一步平仓的空间