在对冲基金削减日元多头押注后,日本央行未能向市场提供明确的加息承诺。
Hedge funds slashed their bets on a stronger yen after the Bank of Japan held back from providing markets with definitive vows for higher interest rates.
根据周五发布的美国商品期货交易委员会(CFTC)数据(由彭博社汇编),截至9月22日当周,杠杆交易者持有约559亿日元(3.55亿美元)的日元多头头寸。与一周前相比,这一数字减少了近80%。此前,这些基金自2025年中以来首次转为日元多头。
Leveraged traders held about ¥55.9 billion ($355 million) tied to bullish wagers on the yen in the week ended Sept. 22, according to Commodity Futures Trading Commission data released on Friday and compiled by Bloomberg. That is a nearly 80% reduction compared to a week earlier, when those funds turned positive on the yen for the first time since mid-2025.
尽管日本央行在9月17日如预期般加息,但其态度对交易者而言不够激进,导致日元走弱。日本与美国之间的利差依然巨大。本周初,日本因公共假期休市。
Even though the BOJ raised rates on Sept. 17 as expected, the central bank didn’t sound aggressive enough to traders, leading the yen to slip. The interest-rate gap between Japan and the US remains vast. Local markets were closed in Japan for public holidays at the beginning of this week.
周五,在日本官员与美国 counterparts 就弱日元问题举行会谈后,日元兑美元汇率最多上涨1.2%,至156.94。
On Friday, the yen strengthened as much as 1.2% to 156.94 per dollar after Japanese officials discussed the problems tied to a weak currency in meetings with their US counterparts.
与此同时,截至9月22日当周,包括资产管理人和非商业交易者在内的投机性交易者,将其美元多头头寸增加了两倍多。美元结束了六个月内最佳的两周表现。截至周二的最新数据:
Meanwhile, speculative traders, including asset managers and non-commercial players, more than tripled to their positive stance on the dollar in the period ending Sept. 22. The dollar wrapped its best two-week stretch in six months. For data as of Tuesday: