美国银行坏账引燃全球避险需求 日元反弹升破150

Group 1 - The Japanese yen briefly rose above the 150 mark against the US dollar, rebounding from an eight-month low due to increased global demand for safe-haven assets driven by bad loans at two US banks [1] - The yen's performance on Friday surpassed most other G10 currencies, with a peak increase of 0.4% to 149.90 yen per dollar, marking the highest level since October 6 [1] - The Swiss franc also appreciated, while US currency and bond yields were dragged down by a sell-off in regional bank stocks [1] Group 2 - Christopher Wong, a foreign exchange strategist, noted that the decline in US Treasury yields has contributed to the ongoing drop in the dollar-yen exchange rate amid risk aversion [3] - Political uncertainty has reduced expectations for a rate hike by the Bank of Japan this month, although the Bank of Japan's Governor indicated a potential tightening of policy if confidence in economic prospects improves [3] - Mark Cranfield highlighted that during the regional banking crisis, the dollar-yen exchange rate fell approximately 800 points from peak to trough, suggesting a potential drop towards the 146 level this month [3]