日本财务大臣片山皋月称必要时“可以放手”就日元采取大胆行动

Core Viewpoint - Japan's Finance Minister, Shunichi Suzuki, indicated a willingness to take bold actions against speculative currency fluctuations that do not align with economic fundamentals, particularly in light of the yen's continued weakness following the central bank's interest rate hike [1][4]. Group 1: Currency Intervention - Suzuki issued a stern warning to speculators regarding the recent significant depreciation of the yen, emphasizing that the current trend is driven by speculation rather than fundamentals [1][4]. - The yen strengthened after Suzuki's remarks, with the USD/JPY briefly falling below the 157 level [1]. - The Finance Minister hinted at potential direct intervention in the currency market, suggesting that she has received tacit approval from Washington to act without further consultation if necessary [4][7]. Group 2: Economic Growth and Fiscal Policy - Suzuki acknowledged that the government's push for stronger economic growth under Prime Minister Fumio Kishida may temporarily worsen Japan's fiscal situation, which is a point of concern for investors [4][7]. - She mentioned that any deterioration in fiscal conditions is expected to be temporary, with anticipated increases in investment and tax revenue over the next one to two years as the government implements spending to stimulate the economy [8]. - Suzuki stated that the initial fiscal data following a shift to more aggressive fiscal policies may show deterioration, but this is not a concern, as past measures have failed to accelerate economic growth [5][8].