Group 1 - The US and Japan are expected to hold currency negotiations this week, with hedge funds and long-term investors betting on a stronger yen [1] - Japanese Finance Minister Kato Katsunobu indicated a desire to meet with US Treasury Secretary Scott P. Basset for currency discussions, amid speculation that the Trump administration is open to a weaker dollar [1] - The latest US Treasury semiannual foreign exchange report includes Japan and South Korea on its currency behavior monitoring list [1] Group 2 - As of May 13, leveraged funds' long positions in yen reached 24,741 contracts, the highest level since September 2019 [2] - The dollar-yen exchange rate reached a five-week high of 148.65 on May 12, providing an attractive selling opportunity for some funds [2] - The currency options market shows increased interest in trades betting on yen strength, with implied volatility dropping to pre-liberation levels [2]
美日汇率谈判或将到来 对冲基金提前押注日元走强
智通财经网·2025-05-19 03:54