日本央行维持利率不变 美元/日元维持看涨格局

Core Viewpoint - The Japanese yen remains under pressure against the US dollar, trading around 147.90, as the Bank of Japan maintains its short-term policy rate at 0.5% and announces a gradual reduction in ETF holdings, signaling a hawkish stance from some board members [1] Group 1: Bank of Japan Policy - The Bank of Japan keeps the interest rate unchanged, with two members proposing a 25 basis point hike [1] - The central bank plans to reduce ETF holdings by 3.3 trillion yen annually [1] - Bank of Japan Governor Kazuo Ueda states that policy rates will continue to rise if economic and price conditions develop as expected [1] Group 2: Economic Outlook - Japanese Prime Minister candidate Sanae Takaichi emphasizes the need to prioritize economic growth over fiscal health restoration [1] - The USD/JPY exchange rate remains strong, with trading between 147.20 and 148.11 on Friday [1] - A stable close above the daily cloud chart range of 146.73 to 147.91 this week could further enhance upward momentum [1] Group 3: Market Dynamics - Following the Federal Reserve's rate cut on Wednesday, the USD/JPY rate formed a key low at 145.50 [1] - A rapid decline in downside option skew indicates a significant reduction in bearish sentiment [1] - Historically, the USD/JPY and EUR/JPY pairs tend to show an upward trend in September [1]