【环球财经】日元大幅贬值或加剧日本政策困境

Group 1 - The election of Sanna Takashi as Japan's first female Prime Minister has led to increased expectations for loose fiscal and monetary policies, resulting in a significant depreciation of the yen against major currencies [1][2] - Following Takashi's election, investors have adjusted their strategies, leading to a surge in stock purchases and a sell-off of the yen, with the Nikkei index approaching the 50,000 mark [1][2] - Concerns have arisen regarding potential interference in the Bank of Japan's decisions, with fears that Takashi may prevent interest rate hikes and delay the normalization of monetary policy [1][2] Group 2 - Japan's core Consumer Price Index (CPI) has been rising for 48 consecutive months, with a notable increase of over 3% for seven months this year, making inflation a top priority for the government [2][3] - Takashi's proposed policies to address rising prices include reducing gasoline and diesel taxes, as well as providing support to struggling small and medium-sized enterprises, which some experts view as contradictory [2][3] - Economists warn that fiscal expansion measures, such as tax cuts, could further exacerbate inflation, while the depreciation of the yen is expected to reduce purchasing power for the general public [3]