机构预计日元将在未来三个月走强

Core Viewpoint - Nomura expects the Japanese yen to strengthen in the next three months due to better-than-expected election results, despite the ruling coalition losing its majority in the House of Councillors [1] Group 1: Market Expectations - Nomura has re-established short positions on the USD/JPY, targeting a price of 142 by the end of October [1] - The election outcome is anticipated to lead the Japanese government to introduce cash distribution plans in the current fiscal year [1] Group 2: Economic Measures - There is an expectation for a temporary reduction in consumption tax on certain food items next year to assist voters in coping with rising prices [1]