Core Viewpoint - The remarks made by Federal Reserve Chairman Jerome Powell last Friday may provide more downward pressure on the USD/JPY exchange rate, indicating a potential for further weakening of the dollar in the short term [1] Group 1: Federal Reserve and Monetary Policy - Powell's comments have increased the likelihood of a rate cut by the Federal Reserve in the September meeting [1] - The market sentiment is leaning towards a more dovish stance from the Fed, which could lead to a weaker dollar [1] Group 2: Currency Exchange and Trading Strategy - Nomura's global market research team expresses increased confidence in their short position on USD/JPY, targeting a level of 142.00 yen per dollar by the end of October [1] - Recent discussions among Bank of Japan officials, including member Nakagawa Junko, regarding the possibility of a rate hike before the end of the year are also a focal point [1]
野村：美联储主席鲍威尔的偏宽松讲话可能加大美元/日元的下行空间
Sou Hu Cai Jing·2025-08-25 00:59