Group 1 - The core viewpoint of the articles indicates that the USD/JPY exchange rate is currently stable around 148, with recent CPI data from Tokyo suggesting a slowdown in inflation, which may impact monetary policy decisions in Japan [1][2] - According to Capital Economics, the weaker-than-expected CPI data in Tokyo has exaggerated the perception of nationwide inflation slowing down, leading to speculation about the likelihood of an interest rate hike in October [1] - The report estimates that recent measures, such as free childcare initiatives, have lowered Japan's overall inflation rate by approximately 0.7 percentage points, with expectations that the nationwide inflation rate will decrease from 3.3% to 3.1% [1] Group 2 - The USD/JPY is currently supported at the 200-day moving average around 148.40, with indicators showing that bullish momentum remains intact despite some weakening [2] - If the USD/JPY breaks above 149.00, it may face resistance in the 149.40-149.45 range, with a potential challenge to the psychological level of 150.00 [2] - Conversely, if the exchange rate falls below the support level of 148.40, it could lead to a rapid decline towards targets of 148.00, 147.50, and the 147.20-147.15 area, with a shift to a bearish trend if it drops below 147.00 [2]
东京CPI夸大放缓幅度 日本央行10月仍有望加息
Jin Tou Wang·2025-09-30 04:03