日元会再次跌至160的历史低位吗？

Group 1 - The core concern is the accelerated depreciation of the Japanese yen, which is now driven by fiscal deterioration rather than a strong US dollar, prompting heightened vigilance from the Japanese government and the Bank of Japan [1][4] - The yen's exchange rate against the dollar has approached historical lows, with the rate nearing 158 yen per dollar, raising concerns about inflation driven by rising import prices [1][3] - The current situation contrasts sharply with a similar depreciation observed in late 2024, where the government and central bank did not intervene, leading to a subsequent appreciation of the yen [1][3] Group 2 - The Bank of Japan's response to the yen's depreciation is notably more cautious this time, with Governor Ueda emphasizing the stability of import price increases compared to previous years [3][4] - Despite the yen's depreciation, there are no signs of overheating in domestic prices, which remain in a negative growth trend, indicating a complex economic landscape [4][5] - The current depreciation is attributed to the fiscal policies of the Kishida administration, which has raised concerns about potential consumer price increases and economic stagnation [4][5] Group 3 - The upcoming mid-December monetary policy meetings between Japan and the US are seen as critical in determining the future trajectory of the yen, with market sentiment and potential interventions being closely monitored [5]