USD/JPY: ¡Todo un viaje de ida y vuelta! – ING
By: fxstreet es|2025/05/14 17:45:08
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El Yen japonés (JPY) fue uno de los principales beneficiarios del tema de ‘vender América’ que vimos brevemente en abril, señalan los analistas de FX de ING Francesco Pesole y Chris Turner. USD/JPY apunta a 140 “El fracaso de los bonos del Tesoro de EE.UU. para desempeñar el papel de ‘activo seguro’ fue central aquí. Nuestro equipo de estrategia de tasas no descarta que esto vuelva a ocurrir este verano si Washington avanza con recortes de impuestos no financiados. Recuerde que se requieren alrededor de 5 billones de dólares para financiar una extensión de la legislación de recortes de impuestos TCJA 2017.” “A corto plazo, una fuerte inclinación de posicionamiento largo en yen podría ver el nivel de 150 puesto a prueba, pero dudamos que se mantenga allí por mucho tiempo.” “Una subida de 25 puntos básicos por parte del Banco de Japón en el tercer trimestre, cuando la Fed reinicie su ciclo de flexibilización, apunta a 140 para el USD/JPY .”
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