
美國財政部長貝森特表示,他掌握不對稱資訊,警告交易員不要與他對賭日圓走勢。
美國財政部長貝森特向交易員喊話,警告不要測試他提振日圓的決心。身為前避險基金高層的他主導美國干預日圓行動,並強調自己掌握不對稱資訊,若想對賭「儘管來」。
AI-generated summary
美國財政部長貝森特近期主導干預日圓操作,並與日本財務省協調貨幣政策以支撐日圓。
美國財政部長貝森特8日向交易員喊話,不要測試他提振日圓的決心。他說,「我現在就是莊家;若想要跟我對賭,儘管來」!
貝森特指出,「當我們干預日圓時,我對日本政府、日本銀行與日本決策者的動向瞭若指掌;如果你想跟我對賭,儘管來」。他補充,「每當有人說,財政部長又冒險了。嗯,這正是我想要的,我掌握不對稱的資訊」。
儘管面對投資人質疑,貝森特仍展開異常行動,力阻日圓續貶,而上述言論是他對相關舉措最直白的表態。這位前避險基金高層近期主導了30年來美國政府首次買進日圓的操作,上月並宣佈計畫擴大美國公債回購規模,以抑制飆漲的長天期公債殖利率,令市場感到意外。
貝森特的言論也突顯其在日本經濟政策制定上,非比尋常的參與程度。日本是美債最大持有國。他與日本財務大臣片山皋月就貨幣干預行動進行協調,同時不斷公開施壓日本銀行升息,此舉將有助於支撐日圓,並降低日圓拋售美國公債的壓力。
目前,對日銀升息的預期支撐日圓的基本面,在日圓兌美元漲破155關卡後,增添升值動能,9日日圓走高至153.24兌1美元。知情人士說,日銀傾向在18日的政策會議上升息1碼(0.25個百分點),同時不排除加快升息步伐的可能性。
東京柏瑞投資日本公司(PineBridge Investments Japan Co.)債券投資主管松川忠(Tadashi Matsukawa)指出,「貝森特的言論舉足輕重,訊息很明確:不要違逆財長」,他也補充,認為利率每隔幾月才升息一次,是舊思維,已不再適用。
AI outlook — possibilities, not facts
日本銀行在18日政策會議上升息1碼
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