荷兰国际：日本参议院选举结果加剧日元的不确定性

Core Viewpoint - The results of the Japanese Senate elections have increased uncertainty regarding the future of the Japanese yen, as political dynamics may shift in response to economic pressures [1] Group 1: Election Impact - The Japanese Prime Minister, Shigeru Ishiba, has pledged to remain in office and continue negotiations on the US-Japan trade agreement, but opposition parties may advocate for expansionary fiscal policies to address public welfare concerns [1] - These expectations have already put pressure on Japanese government bonds prior to the elections, negatively impacting the yen [1] Group 2: Political Risks - There is a risk that Shigeru Ishiba could be replaced by more conservative factions, which may call for the Bank of Japan to slow down interest rate hikes [1] - The current upward trend of the yen lacks clear support, indicating potential volatility in the currency's performance [1]