Thi truong ngoai hoi vua chung kien bien dong manh khi dong yen Nhat tang vot 1,1% len muc 154,56 doi 1 USD, thiet lap dinh cao nhat ke tu thang 2. Quan chuc ngoai hoi hang dau Nhat Ban, ong Jun Mimura, vua qua da tai khang dinh lap truong ve dong yen van khong thay doi, ngay ca khi dong noi te nay dang duy tri da tang an tuong so voi dong USD.
Da tang manh nay vuot qua ca dinh diem sau dot can thiep chung giua Tokyo va Washington, giua boi canh gioi dau tu ngay cang hoai nghi ve tinh hieu qua lau dai cua cac bien phap can thiep hanh chinh. Dong luc thuc su dang den tu ky vong Ngan hang Trung uong Nhat Ban (BOJ) se tiep tuc tang lai suat, ket hop voi suy doan ve su thay doi phan bo tai san tu Quy Huu tri Chinh phu Nhat Ban (GPIF).
Theo nhan dinh tu cac chien luoc gia tai JPMorgan, viec ty gia vuot moc 155 co the kich hoat lan song dong cac vi the ban khong lo (short squeeze), tiep tuc thuc day yen Nhat tang gia. Su bung no nay dang gay ap luc lon len chi so DXY va gay dao lon cac vi the giao dich chenh lech lai suat (carry trade) von da ton tai rat lau tren thi truong tai chinh toan cau.
Voi thi truong crypto, hien tuong dong yen manh len dot bien va lan song rut von khoi cac vi the carry trade thuong tao ra nhung cu soc thanh khoan ngan han. Khi dong USD chiu suc ep va dong yen tang gia, tam ly phong thu co the khien $BTC va cac tai san rui ro chiu ap luc dieu chinh tam thoi truoc khi tim duoc diem can bang moi.
#yen #nhat_ban #forex
Da tang manh nay vuot qua ca dinh diem sau dot can thiep chung giua Tokyo va Washington, giua boi canh gioi dau tu ngay cang hoai nghi ve tinh hieu qua lau dai cua cac bien phap can thiep hanh chinh. Dong luc thuc su dang den tu ky vong Ngan hang Trung uong Nhat Ban (BOJ) se tiep tuc tang lai suat, ket hop voi suy doan ve su thay doi phan bo tai san tu Quy Huu tri Chinh phu Nhat Ban (GPIF).
Theo nhan dinh tu cac chien luoc gia tai JPMorgan, viec ty gia vuot moc 155 co the kich hoat lan song dong cac vi the ban khong lo (short squeeze), tiep tuc thuc day yen Nhat tang gia. Su bung no nay dang gay ap luc lon len chi so DXY va gay dao lon cac vi the giao dich chenh lech lai suat (carry trade) von da ton tai rat lau tren thi truong tai chinh toan cau.
Voi thi truong crypto, hien tuong dong yen manh len dot bien va lan song rut von khoi cac vi the carry trade thuong tao ra nhung cu soc thanh khoan ngan han. Khi dong USD chiu suc ep va dong yen tang gia, tam ly phong thu co the khien $BTC va cac tai san rui ro chiu ap luc dieu chinh tam thoi truoc khi tim duoc diem can bang moi.
#yen #nhat_ban #forex