Core Viewpoint - The Japanese yen is expected to achieve its largest weekly gain since November 2024, driven by market confidence in Prime Minister Fumio Kishida's victory, which is believed to support financial market stability while expanding fiscal stimulus [1] Group 1: Currency Movement - The yen has appreciated against the US dollar for four consecutive days, with a week-to-date increase of approximately 2.8% [1] - The demand for safe-haven assets has supported the yen amid significant sell-offs in risk assets [1] Group 2: Political and Economic Implications - Investors interpret Kishida's victory as a reduction in political uncertainty and a decrease in the risks associated with the worst fiscal outcomes, contributing to the yen's strength [1] - Japanese government bond yields have retreated from multi-year highs reached last month [1] Group 3: Fiscal Policy - Kishida acknowledged market concerns regarding the two-year reduction in the food consumption tax and reiterated that the government would not issue bonds to finance this measure [1]
日元料创2024年以来最佳单周表现
Sou Hu Cai Jing·2026-02-13 01:10