市场分析:日元可能因加息押注增加而受到提振
news flash·2025-07-04 15:56
Core Viewpoint - The Japanese yen may strengthen in the coming months due to increased market bets on further interest rate hikes this year [1] Group 1: Market Expectations - Analysts from Mitsubishi UFJ suggest that the market has only priced in a 3 basis point rate hike in September, which they believe is too low [1] - A potential trade agreement between the US and Japan before the tariff suspension period ends on July 9 could enhance the likelihood of the Bank of Japan resuming interest rate hikes [1] Group 2: Economic Indicators - Following negotiations, an increase in wage growth in Japan is anticipated, supported by recent data showing a significant rise in household spending, which surged in May [1]