瑞穗:高市决定性胜选后日元看跌
Xin Lang Cai Jing·2026-02-08 21:51

Core Viewpoint - The upcoming elections in Japan are expected to increase market expectations for government spending, leading to a weaker yen [1] Group 1 - A decisive electoral victory may strengthen market expectations for proactive fiscal policies in the short term, potentially stimulating short-term yen selling [1] - The medium-term outlook for the yen will depend on the interest rate differential between the US and Japan, as well as how the government's fiscal credibility is reflected in term premiums [1]