彭博行业研究称，随着避险情绪在各类资产中蔓延，日元作为避险货币的吸引力重新回升，欧元兑日元的空头可能推动汇率跌破175，美元兑日元则可能跌至155下方。
The yen’s appeal as a haven currency was revived as risk-off moves spread across asset classes, with euro-yen bears potentially extending below 175 and dollar-yen possibly sliding beneath 155, Bloomberg Intelligence said.
彭博行业研究表示，法国的财政和社会压力正对欧元构成持续压力，增强了日元走强的理由；不过，美联储政策和中期选举带来的近期不确定性给前景蒙上阴影。目前尚缺的是：日本央行在10月30日会议上作出鹰派转向。
France’s fiscal and social strains are putting lasting pressure on the euro, adding weight to the case for yen strength, BI said, though near-term uncertainty around Federal Reserve policy and midterm elections clouds the outlook. What’s missing so far: A hawkish shift from the Bank of Japan at its Oct. 30 meeting.
“国际背景可能已变得强烈看多日元，但若确认日本央行到2027年将采取更鹰派立场，将令这一观点更加完整，”彭博行业研究首席外汇策略师奥黛丽·柴尔德-弗里曼在报告中表示。
“The international context may have turned compellingly yen bullish, but confirmation of a more-hawkish BOJ stance into 2027 would complete the view,” Audrey Childe-Freeman, BI’s chief FX strategist, said in a report. She added said defensive foreign-exchange positioning has gained renewed traction following the recent run of risk-off sessions across markets.
她还表示，在最近一系列市场避险行情之后，防御性外汇头寸重新获得青睐。
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