
东京,11月12日:美元兑主要货币周四升至19个月高位,受美联储加息预期升温支撑;日元则在一位鸽派央行官员讲话后逼近关键的160日元兑1美元水平。
TOKYO, Nov 12 : The dollar climbed to a 19-month high against major peers on Thursday, supported by growing expectations of a Federal Reserve rate hike, while the yen edged toward the key 160-per-dollar level following a dovish central banker's speech.
在10月通胀数据强于预期以及美联储官员连续发表鹰派言论、表达对顽固通胀的担忧并未排除加息50个基点的可能性后,交易员加大了对美联储进一步收紧政策的押注。
Traders ramped up bets on further Fed tightening after stronger-than-expected October inflation data and a series of hawkish remarks from US central bank officials, who expressed concern over stubborn inflation and left open the possibility of a larger 50-basis-point increase.
包括高盛在内的部分主要券商现在预计,除了12月加息外,明年早些时候还将再次加息。
Some major brokerages, including Goldman Sachs, now expect another hike early next year, in addition to one in December.
衡量美元兑一篮子货币汇率的美元指数上涨0.15%,至103.02,为2025年4月以来最高。
The dollar index, which measures the greenback against a basket of currencies, rose by 0.15 per cent to 103.02, the highest since April 2025.
纽约联储主席约翰·威廉姆斯定于周四晚间出席一个小组讨论,届时将受到密切关注。澳洲国民银行高级市场策略师加文·弗伦德在报告中表示,此前威廉姆斯“在10月FOMC会议前的观点是美联储在加息问题上有时间”。
New York Fed President John Williams is set to appear on a panel late Thursday that will be closely watched given his "pre-October FOMC meeting views the Fed had time on rate hikes," said Gavin Friend, senior markets strategist at National Australia Bank, in a note.
弗伦德说:“快进两周,在10月CPI报告热于预期之后,美联储官员似乎争相谈论加息。威廉姆斯发出的任何指引都将被市场紧抓不放。”
"Fast forward two weeks and following a hotter-than-forecast October CPI report, Fed officials appear to be falling over themselves to talk up rate hikes," Friend said. "Any guidance from Williams will be seized on."
兑日元方面,美元扭转早盘跌势,上涨0.04%至159.83日元,受美日利差扩大支撑,因交易员加大了对美联储进一步加息的押注。美元兑日元周四早些时候曾升至两个多月高位。
Against the Japanese yen, the dollar reversed an earlier decline to trade 0.04 per cent higher at 159.83, underpinned by wide interest-rate differentials as traders increased bets on further Fed hikes. It hit a more than two-month high earlier on Thursday.
日本央行审议委员浅田等一郎是两名在9月决定将借贷成本上调至1.25%时投反对票的鸽派决策者之一,他在演讲中反对委员会内部关于近期加息的呼吁,称过早加息可能损害增长并压低潜在通胀。
Bank of Japan board member Toichiro Asada, one of two dovish policymakers who dissented from September's decision to increase borrowing costs to 1.25 per cent, pushed back against calls within the board for a near-term interest rate hike, saying in a speech that premature rate hikes could hurt growth and push down underlying inflation.
日本最高货币外交官三村淳早些时候警告称,对于日本当局夏季干预汇市一事,“现在忘记还为时过早”,这推动美元/日元跌至当日低点,但日元的喘息时间很短暂。
Earlier a warning from Japan's top currency diplomat Atsushi Mimura that it was "too early to forget" intervention by Japanese authorities during the summer pushed the dollar/yen pair to its lowest point of the day but the respite for the yen was brief.
松井证券市场分析师铃木翔表示:“一旦美元/日元升破160,我认为警惕感将再上一个台阶。”
"Once dollar/yen rises above 160, I think caution will increase another notch," said Sho Suzuki, market analyst at Matsui Securities.
他表示:“要想从那里进一步上行,美元需要进一步走强,例如美联储加息预期进一步升温,或日本央行加息预期降温。如果没有这种因素,该货币对可能缺乏足够动力去测试突破160关口。”
"For it to move higher from there, the dollar would need to strengthen further, for example, through a further rise in expectations for Fed rate hikes, or a drop-off in expectations for BOJ rate hikes. Without something like that, the pair may lack enough momentum to test a break above 160," he said.
路透社调查中的许多分析师预计,日本央行最快将于下月再次加息。周四公布的数据显示,10月日本年度批发通胀率重新加速至7.1%,高于9月的6.8%,这一观点因此得到加强。
Many analysts in a Reuters poll expect the next BOJ rate hike as soon as next month. That view was strengthened on Thursday by data that showed Japan's annual wholesale inflation re-accelerated to 7.1 per cent in the year to October, up from a 6.8 per cent annual increase in September.
欧元兑美元上涨0.06%,报1.1096美元;英镑兑美元下滑0.1%,报1.3266美元。
The euro was up 0.06 per cent against the US dollar at $1.1096 while sterling slipped 0.1 per cent to $1.3266.
澳元兑美元几乎持平,报0.6847美元;新西兰元兑美元下跌0.05%,报0.5559美元。
The Australian dollar was little changed versus the greenback at $0.6847, while New Zealand's kiwi was down 0.05 per cent at $0.5559.
加密货币方面,比特币下跌0.63%,报73,848.24美元。以太坊下跌0.49%,报2,058.18美元。
In cryptocurrencies, bitcoin fell 0.63 per cent to $73,848.24. Ether declined 0.49 per cent to $2,058.18.