瑞穗旗下5120亿美元资管：若日本央行4月加息，日元将升破150！

Group 1 - The Chief Investment Officer of Asset Management One Co., Shigeki Muramatsu, predicts that the USD/JPY exchange rate will fall below 150 after the Bank of Japan raises interest rates in April [1] - Asset Management One Co. is optimistic about purchasing Japanese super-long-term government bonds, which have become a focal point in the recent volatility of the Japanese bond market [1] - Concerns about the slow pace of monetary policy tightening by the Bank of Japan have contributed to the depreciation of the yen, which is nearing multi-decade lows [1] Group 2 - U.S. Treasury Secretary Scott Bessent has urged Japan to allow the Bank of Japan to raise interest rates further to combat inflation, with market pricing indicating a 69% probability of a rate hike in April [3] - Muramatsu believes that the apparent policy coordination between the U.S. and Japan increases the likelihood of an earlier rate hike by the Bank of Japan [3] - The yield on Japan's 30-year government bonds has stabilized around 3.64% after a significant rise last month, making them attractive for investment [3] Group 3 - If the USD/JPY exchange rate falls below 150, the Japanese stock market may face pressure; however, Asset Management One Co. maintains a long-term bullish outlook on the Japanese stock market due to expected increased investment in risk assets by Japanese households [3]