日本执政联盟受挫！市场押注日元波动下行，同时建议卖日股

Group 1 - The ruling coalition of the Liberal Democratic Party (LDP) and Komeito lost its majority in the Japanese House of Councillors for the first time since the LDP's establishment in 1955, raising political uncertainty in Japan [1][2] - The Japanese yen appreciated slightly by 0.7% against the US dollar, recovering some losses from the previous week, trading around 148 [1][2] - Analysts expect the yen to face downward pressure due to political uncertainty and concerns over Japan's fiscal policies, with potential fluctuations between 145 and 150 against the dollar [1][3][4] Group 2 - Prime Minister Kishida expressed his intention to continue governing despite the electoral setback, emphasizing the responsibility of the ruling party [2] - Market analysts noted that the political uncertainty could weaken investor confidence in Japanese assets, leading to potential declines in both the yen and the Nikkei index [3][4] - The upcoming US-Japan trade negotiations and the deadline for tariffs on August 1 are critical factors that could influence the yen's performance and Japan's economic outlook [4][5]