日美外汇协调信号增强？日本称与美方高频沟通，关系“更加紧密”

Core Viewpoint - Japan's Finance Minister Satsuki Katayama emphasized ongoing close dialogue with the U.S. regarding foreign exchange movements, as the market remains alert to potential joint intervention to support the yen [1] Group 1: Currency Intervention Speculation - Katayama stated that she has maintained close communication with U.S. officials over the past four months, indicating a strengthening relationship [1] - The market is highly vigilant regarding potential currency intervention, particularly after the yen surged to the mid-155 range, which was widely attributed to U.S. authorities conducting a currency check [1][3] - The Federal Reserve's January meeting minutes confirmed that the New York Fed conducted a currency check on behalf of the U.S. Treasury, although subsequent data from Japan's Ministry of Finance clarified that Japan did not participate in the yen's rise during that period [2][3] Group 2: Current Yen Status - The yen remains in a precarious position, trading close to 160 against the dollar, a level not seen since July 2024, when Japan intervened by selling dollars to support the yen [6] - Economic analyst Junichi Makino from SMBC Nikko Securities noted that if the Japanese government decides to buy yen and sell dollars, the U.S. is unlikely to oppose such actions [6] - Should intervention occur, the yen could rebound to its fair value based on interest rate differentials, estimated at around 142 yen per dollar [7]