荷兰国际：日元避险需求减退 政治不确定性加剧市场波动

Core Viewpoint - The demand for the Japanese yen as a safe haven has decreased due to a trade agreement between the US and Japan, leading to increased market volatility amid political uncertainty in Japan [1] Group 1: Trade Agreement Impact - Following President Trump's announcement of a trade agreement with Japan, the yen initially strengthened but then weakened as the agreement was perceived to boost risk appetite [1] - The US will impose a 15% tariff on Japanese goods, which is lower than the previously threatened 25% tariff [1] Group 2: Political Uncertainty in Japan - The ruling coalition led by Prime Minister Shigeru Ishiba lost its majority in the recent Senate elections, raising speculation about his potential resignation [1] - This political uncertainty includes questions about how a new prime minister would cooperate with opposition parties and the policy pressures the Bank of Japan may face [1]