日元急跌引担忧！日本高官急发警告，空头却在“准备度假”

Group 1 - The Japanese government is concerned about the recent one-sided and sudden fluctuations in the foreign exchange market, particularly after the Bank of Japan's monetary policy meeting, indicating a potential need for intervention if the yen continues to weaken towards the 160 level [1] - Following the Bank of Japan's decision to maintain interest rates, the yield on the benchmark 10-year Japanese government bond rose by 7.5 basis points to 2.095%, the highest level since February 1999, while the 2-year bond yield increased by 3 basis points to 1.12%, the highest since 1997 [1] - Nomura Securities reports that Prime Minister Fumio Kishida is becoming aware that the continuous depreciation of the yen could impact his political stability, suggesting that Japanese authorities may be close to taking strong action [4] Group 2 - Market participants acknowledge the possibility of further interest rate hikes but do not fully accept a rapid or aggressive rate increase path, indicating a cautious approach to trading the yen [5] - Speculative positions in the dollar-yen pair have been affected by the U.S. government shutdown, with data showing a significant decline in long positions on the yen, approaching neutral levels [5] - Analysts believe that while the Japanese Ministry of Finance can temporarily halt the yen's decline by selling dollars, this strategy may not be sustainable, especially without a shift towards a more hawkish tone from the Bank of Japan [5]