日元一度升至153，两个半月来高位

Core Viewpoint - There is a growing belief in the market that Japan and the U.S. have begun coordinated actions to curb the excessive depreciation of the yen, leading to increased yen buying activity [2]. Group 1: Yen Exchange Rate Movements - On January 26, the yen reached a level of 153 yen per dollar for the first time in about two and a half months, indicating significant fluctuations in the exchange rate [2]. - The yen briefly surged to nearly 155.6 yen per dollar on January 23, with a notable increase of 2 yen within approximately 10 minutes [4]. - Following initial selling pressure, the yen appreciated again by around 2 yen against the dollar around noon Eastern Time [4]. Group 2: U.S. Intervention - The U.S. Federal Reserve, under the direction of the U.S. Treasury, conducted a "rate check" as a preliminary step before potential foreign exchange intervention [4]. - Reports from financial intermediaries in London confirmed that the U.S. had implemented this rate check, indicating a proactive stance on currency management [4]. Group 3: Japanese Government's Stance - Japanese Prime Minister Kishi Nobuo's comments on January 25 were interpreted by the market as an attempt to restrain yen depreciation, contributing to the acceleration of yen buying activity [5]. - Japan's Deputy Finance Minister, Jun Miura, refrained from confirming the joint implementation of the rate check by Japan and the U.S., emphasizing the importance of ongoing cooperation between the two nations [5].