Bank of America ve con optimismo el AUD/JPY, basado en las perspectivas de precios del petróleo y la debilidad del yen

LootboxPhobia · 2026-04-08T10:12:27+00:00

Los bancos estadounidenses mantienen una perspectiva positiva sobre los pares de divisas cruzadas con yen, prefiriendo el dólar australiano frente al yen, principalmente debido a los altos precios del petróleo y a la divergencia en las políticas de los bancos centrales. Se espera que el yen se debilite frente a las monedas de materias primas por varios factores, y la disminución de la presión del dólar reducirá el riesgo de intervención en el mercado de divisas.

LootboxPhobia

2026-04-08 10:12:27

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Investing.com - Bank of America maintains a positive outlook on cross yen currency pairs, preferring the AUD/JPY exchange rate, citing multiple factors including elevated oil prices and policy divergence at central banks, among others.

According to the report dated April 1, 2026, the company’s commodities team expects that, assuming the conflict involving Iran ends in April, the average 2026 Brent crude oil price will be $92 per barrel. Even if tensions around Iran ease, oil price normalization may still take time.

Bank of America expects the yen to weaken against commodity currencies for multiple reasons. The impact of rising oil prices on foreign exchange supply-demand dynamics has not yet shown up and still lies ahead. A decline in volatility is often bad for the yen, while it is favorable for high-beta currencies.

The company noted that as upward pressure on the U.S. dollar eases, both the necessity and the risks of foreign exchange intervention are declining. As overseas central banks turn hawkish, uncertainty regarding the outlook for a rate hike by the Bank of Japan remains.

Bank of America said that easing tensions could reverse the broad strength of the U.S. dollar.

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