日元贬值惊动华盛顿？美财长微妙施压：现在全看日本央行

Core Viewpoint - The U.S. Treasury Secretary, Yellen, indicated that the Japanese yen could stabilize at an appropriate level if the Bank of Japan continues its correct monetary policy, amidst concerns over the yen's rapid depreciation [1][4]. Group 1: Yen Depreciation and Market Reactions - The yen's depreciation rate is at least twice that of other major currencies, reaching a low of 153.27 against the dollar on October 10, which has cooled speculation about a recent interest rate hike by the Bank of Japan [1]. - The dollar-yen exchange rate rebounded to around 151 before the European market opened on Thursday [1]. - Japanese Finance Minister Kato Masanobu acknowledged the yen's rapid movement towards weakness, supporting the currency's outlook [3]. Group 2: Monetary Policy and Economic Outlook - Yellen refrained from commenting on the specific level of the yen or the upcoming policy decision by Bank of Japan Governor Ueda Kazuo, but noted Ueda's capabilities [4]. - Hawkish member of the Bank of Japan, Tamura Naoki, suggested that inflation trends may reach targets sooner than the bank currently anticipates, despite political instability reducing the likelihood of a policy tightening this month [5]. - Market expectations for a rate hike this month have dropped significantly, with only a 15% probability as of Thursday, down from 70% at the end of the previous month [5]. - Former Bank of Japan Executive Director, Kamezawa Kazuo, indicated that if the yen depreciates to 155 or lower against the dollar, a rate hike could be likely, especially with the new government potentially accepting such actions to mitigate inflation pressures [5].