日元:日本央行鹰派加息——荷兰国际集团。日本央行(BoJ)今天上午加息25个基点,符合市场预期和共识。ING外汇分析师Francesco Pesole指出,在我们撰写本文时,市场仍在评估上田和夫行长的新闻发布会,但日元对整个事件的反应表明了鹰派的意外,主要与标题和核心CPI预测的上调有关。
JPY: Hawkish BoJ hike – ING.The Bank of Japan (BoJ) hiked rates by 25bp this morning, in line with market expectations and consensus. Markets are still assessing Governor Kazuo Ueda's press conference as we write, but the reaction in the yen to the whole event signals a hawkish surprise, primarily related to the upward revision in headline and core CPI forecast projections, ING's FX analyst Francesco Pesole notes.