Group 1 - The Bank of Japan is expected to maintain its policy rate at 0.75% during the upcoming meeting, which may not provide direct support for the yen [1] - The yen has depreciated approximately 7% against the dollar since early October, marking the largest decline among major currencies [2] - The market anticipates a 58% probability of the Bank of Japan raising interest rates in April, up from 38% in December [2] Group 2 - The upcoming press conference by Bank of Japan Governor Ueda will be closely monitored for any hawkish signals regarding the yen's weakness [3] - Economic indicators suggest that consumer inflation in Japan has exceeded the Bank of Japan's 2% target for four consecutive years, indicating rising inflationary pressures [4] - Prime Minister Kishi's fiscal measures may be too expansionary for an economy already struggling with inflation, potentially increasing living costs through currency fluctuations [5]
日元面临巨震?“高市交易”裹挟日本央行,周五或重现2022年“口头维稳后闪电干预”
Zhi Tong Cai Jing·2026-01-20 07:48