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Swiss Franc / Japanese Yen
Updated
Dec 8, 2023
CHFJPY
2
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Dec 7, 2023
日元投资机遇
Dec 8, 2023
Note
投资瑞日底层逻辑:
1.利差货币政策导致(日元即将提高利率瑞士停止加息)
2.美联储控制通胀,美元贬值稀释债务,利好日元
3.日元升值有利于吸收全球资本,间接虹吸中国资本打压中国
4.瑞士加息养老基金回流本国,当停止加息后将会寻找投资机遇,资金外流对瑞郎形成打压!
5.物极必反!价值回归!
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