宽松政策或到尽头，美/日102附近展开拉锯
周五（9月16日）亚洲时段，亚洲多国继续因传统节假日休市，宏观面消息较以往大幅减少，市场流动性受到较大影响，汇市交投活跃度明显下降。由于担心全球央行的宽松政策正趋于极限，投资者纷纷解除对于高收益、风险更大资产的利差交易，澳元承压下行，澳元兑美元盘中回调逾0.25%。美元兑日元多、空双方在102整数大关附近展开拉锯，过去1周半时间以来，汇价一直延续宽幅震荡走势。
日本首相特别顾问柴山昌彦表示，日元升值主要受到了中国、美国和欧洲局势发展的推动，我们将采取合适的行动来避免日元过度波动。日本央行在下周的政策会议上可能会坚守2%的通胀目标，不会改变其基本的货币政策立场。
日本财政大臣麻生太郎表示，财政政策也应当在经济刺激政策中发挥应有的作用。他还进一步补充道，政策推行的详细进程决定权在日本央行，政府则将密切与之协调，对抗通缩压力。
法巴银行周五撰文称，日本央行下周会令市场失望。该行预计，日银不会在存款利率上采取行动，也不会对QE计划进行显著调整。
有调查显示，近半数经济学家预计日银会采取行动。但仓位数据则显示，市场仍明显做多日元。这表明市场参与者并不预计日本央行能采取什么新行动来打压日元。
需要指出的是，美联储9月政策会议距离日本央行会议不到24小时，如果美联储决议令市场失望，美元兑日元不排除跌破100大关。
本文来源： 大田环球贵金属
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