理解黑田的逻辑

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致敬凯恩斯、索罗斯、利佛摩尔

今天黑田做了一个关于日元和通胀的讲话,看到这个讲话后,我把日元多头变成了空头,同时持有英镑、瑞典克朗和墨西哥比索的多头。黑田讲的这些逻辑,我全部都理解,但是显然黑田在犯一些错误,因为按照目前日元贬值的形势,并不会带来国内工资的增长和投资的增加。现在我对日元交易的兴趣越来越大了。

Kuroda Vows to Keep Easing to Support Still-Recovering Economy

  • BOJ governor says Japan inflation is different from US, Europe
  • Kuroda says stable inflation requires increases in wages

ByToru Fujioka

(Bloomberg) —

Bank of Japan GovernorHaruhiko Kurodapledged to maintain monetary easing to support a Japanese economy that’s still recovering from the pandemic and has yet to achieve a stable pace of inflation.

Wages need to increase much more to achieve Japan’s price-stability target, Kuroda said at the Institute of International Finance annual meeting in Washington on Wednesday. The BOJ needs to continue easing in order to secure that inflation target and support the economic recovery, he said.

Kuroda reiterated his view that Japan’s inflation, which has accelerated thanks in part to a sharp weakening in the yen, is different than that s

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