Group 1 - The core viewpoint of the articles highlights the ongoing weakness of the Japanese yen and the implications of U.S. Treasury Secretary Yellen's comments on Japan's monetary policy, suggesting a cautious optimism for stabilization if appropriate measures are taken [1] - The yen has depreciated significantly, with a notable drop to 153.27 against the dollar, marking an eight-month low, and the depreciation rate is at least double that of other major currencies [1] - Market expectations for a tightening of Japan's monetary policy have rapidly diminished, with the likelihood of a rate hike this month dropping from approximately 70% to around 15% [4] Group 2 - Persistent inflation remains a long-term challenge for the Bank of Japan, with the consumer price index (CPI) growth exceeding the 2% target for over three years, while real wages have generally been declining [5] - Political uncertainty in Japan, particularly following the recent elections, is influencing market expectations regarding monetary policy, as the ruling party seeks to secure enough support for leadership [4] - Treasury Secretary Yellen's softened stance compared to previous comments indicates a shift in tone regarding Japan's handling of inflation and monetary policy [1][5]
贝森特：只要日本央行措施得当，日元将处于合理位置
Hua Er Jie Jian Wen·2025-10-16 03:50