STARTRADER星迈：日本央行暗示加息，为何美元/日元还在155上方？

Group 1 - The USD/JPY exchange rate rebounded in early Asian trading on Wednesday, ending a three-day decline, with current levels around 155.85, indicating some buying support at this position [1] - The rebound is primarily driven by investors adjusting their expectations for upcoming key U.S. economic data and reassessing the monetary policy paths of both the U.S. and Japan [1][7] - The U.S. dollar index showed a mild increase, influenced by overall risk appetite, but further strengthening may be limited due to potential changes in U.S. interest rate policy with Kevin Hassett being considered as a candidate for the next Fed Chair [3][5] Group 2 - Recent U.S. manufacturing PMI data fell below market expectations, reinforcing bets on a Fed rate cut, with the probability of a 25 basis point cut in December now close to 87%, up from about 63% a month ago [5] - The Bank of Japan's future policy direction is crucial for the USD/JPY exchange rate, with Governor Kazuo Ueda emphasizing continued normalization of monetary policy if economic and inflation trends meet expectations [6][8] - Market focus will be on upcoming U.S. employment and inflation data, which will further reveal the economic situation and Fed policy direction, while Japan's inflation data will influence the timing of the BoJ's policy adjustments [7][8]