STARTRADER星迈:卖出美国主题日益升温！美日一度跌破140心理关口

Group 1 - The USD/JPY exchange rate has drawn significant attention as it broke below the psychological level of 140, declining by as much as 0.7% to reach 139.90, marking the strongest level since September of the previous year [1] - The strong movement of the yen is influenced by complex economic and policy backgrounds, including heightened market risk aversion due to the ongoing trade war initiated by Trump, leading investors to sell US assets in favor of safe-haven assets like the yen [3] - Technical analysis indicates that if the yen clearly breaks the 140 level or the mid-level of 139 reached in September of last year, it could trigger further buying of yen and selling of USD, accelerating the yen's appreciation [4] Group 2 - The rapid fluctuations in the exchange rate are viewed negatively by many in the economic community, as they increase operational risks for businesses and disrupt normal international trade [5] - Despite the USD/JPY not significantly declining after breaking the 140 level, the overarching theme of "selling America" persists, indicating ongoing concerns about the US economic outlook [5] - The Bank of Japan currently sees no need to change its gradual rate hike stance, although market expectations for a rate hike have shifted, with the likelihood of a rate hike by the end of the year now at 59% [5]