高盛：预期美元/日元将接近160关口，市场对日本未来支出路径的担忧加剧

Core Viewpoint - Goldman Sachs reports that the overwhelming victory of the Liberal Democratic Party in Japan's elections clearly indicates market support for the new government's direction, which includes increased fiscal spending [1] Group 1: Election Impact - The larger governing mandate is likely to heighten market concerns regarding future spending plans, leading to a new round of weakening in Japanese government bonds and the yen, unless the Bank of Japan shifts to a faster pace of interest rate hikes [1] - The fiscal impact has not yet been fully reflected in the market [1] Group 2: Currency Forecast - The firm anticipates that the USD/JPY exchange rate will approach or even surpass the 160 mark as the market gradually digests the election results and the full implications of Prime Minister Fumio Kishida's governing mandate [1] - However, if authorities implement interest rate checks or actual interventions, the current depreciation of the yen may be temporary and could be halted prematurely [1]