日本央行内部鹰派崛起 日元命运将改写？

Group 1 - The core viewpoint of the articles indicates that the Japanese yen is strengthening against the US dollar due to intervention concerns, with the current exchange rate at 157.3700, reflecting a decline of 0.06% [1] - The Bank of Japan (BOJ) Governor Kazuo Ueda signaled that the persistent weakness of the yen could further increase inflation, as rising import prices due to yen depreciation are prompting companies to raise wages and product prices [1] - Ueda emphasized that the impact of exchange rate fluctuations on prices is becoming more significant, and the central bank must remain "highly vigilant" [1] Group 2 - There is a growing hawkish sentiment within the BOJ, with expectations for a potential interest rate hike in December, supported by Ueda's statements and the dissenting votes from two committee members in the October policy meeting [1] - The recent comments from committee member Junko Koeda also reflect rising concerns about inflation risks, indicating a shift in the policy stance [1] - Currently, only one committee member, Asahi Noguchi, maintains a dovish position, while the newly appointed member, Masayoshi Amamiya, is seen as a centrist likely to align with the prevailing hawkish views led by Ueda [1] Group 3 - Technical analysis of the USD/JPY currency pair shows a slight overbought condition in the daily Relative Strength Index (RSI), suggesting a cautious approach for traders [2] - Any corrective decline is expected to find support in the 156.65-156.60 area, with a critical level at 156.00 that, if breached, could lead to deeper losses [2] - Conversely, the 158.00 level may act as a direct obstacle, and if surpassed, the USD/JPY could rise towards the next resistance near the midpoint of 158.00, potentially testing the January high around 159.00 [2]