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上周五,隨著石破茂在日本執政的自民黨黨首選舉中險勝,日元走強。日元上漲1.88%,兌美元彙率為142.12,曾一度觸及142.09。這是自8月2日以來日元最大單日百分比漲幅。整周來看,美元兌日元下跌1.25%,使得日元在四周內迎來第三次周度上漲。

(美元兌日元日線價格圖,來源:Trading View)
日本新任首相石破茂在周日表示,為了支撐脆弱的經濟複蘇,日本的貨幣政策必須保持寬松。雖然石破茂曾批評日本央行過去的激進貨幣寬松政策,但目前尚不清楚他的最新言論是否表明他采取了更加鴿派的立場。
在財政政策方面,石破茂表示,他將盡早推出一攬子措施,以緩解生活成本上升帶來的經濟沖擊,尤其是幫助低收入家庭。石破茂在勝選後表示,貨幣政策將總體保持寬松,但他不會反對日本當前接近零的利率的進一步逐步上升。在8月的講話中,石破茂支持日本央行結束負利率的決定,並認可貨幣政策的進一步正常化,認為這將有助于提升工業競爭力。
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