日本央行加息落定！美盘日元重挫汇市掀波澜

Group 1 - The Bank of Japan raised interest rates by 25 basis points to 0.75%, marking the highest rate in 30 years and the first increase in 11 months since January 2025, indicating a commitment to continue tightening monetary policy amid inflation concerns [1] - Following the interest rate hike, the Japanese yen weakened significantly, with the USD/JPY reaching a four-week high of 157.76, leading to increased volatility in cross-currency pairs such as EUR/JPY and GBP/JPY [1] - The Bank of Japan's Governor, Kazuo Ueda, did not provide specific guidance on future rate hikes, stating that the "door to tightening is open," which contributed to market perceptions of a less hawkish stance [1] Group 2 - The Japanese Finance Minister, Shunichi Suzuki, warned of potential intervention in the currency market to address excessive volatility, particularly in response to speculative movements [2] - Analysts from Danske Bank predict that the combination of expected rate cuts by the Federal Reserve and stable rates from the European Central Bank will strengthen the euro against the dollar, forecasting an increase from 1.1709 to 1.23 within 12 months [2] - Analysts from Onex Europe suggest that the performance of the UK economy in early 2026 will influence the Bank of England's monetary policy, with expectations of continued pressure on the British pound due to slow economic growth [2]