高盛:随着货币政策逐渐正常化,预计未来十年日元兑美元将回升至100!新首相高市早苗领导下,日本重新转向“安倍经济学”的势头“可能会温和得多
Core Insights - Goldman Sachs indicates that the phenomenon of the Japanese yen being "undervalued" will gradually diminish over the next decade as monetary policy normalizes [1] - The report suggests that the yen-to-dollar exchange rate may return to around 100, which is not as extreme as it seems compared to the forward pricing of 115-120 [1] - The new Prime Minister, Sanna Takashi, is expected to lead Japan back to "Abenomics," but the momentum may be more moderate due to political unpopularity of inflation [1] - Despite significant deviations of the dollar/yen exchange rate from fair value over the years, it is expected to revert to GSDEER fair value over time [1]