这位前高级官员警告，若日本央行加息步伐迟缓，日元可能进一步走软，并特别提及凯文·沃什被提名 为美联储下任主席一事。"沃什很可能遵循前财长罗伯特·鲁宾以来的传统，即认为强势且稳定的美元符 合美国利益，"他表示。 日本央行于去年12月将短期政策利率上调至0.75%，并已示意准备继续推高借贷成本。然而，由于通胀 率持续近四年超过日本央行2%的目标，实际借贷成本仍深陷负值区间。 Nakao将日元疲软归咎于日本央行仍偏宽松的立场，认为缓慢的加息步伐导致日本经通胀调整后的利率 显著为负，且美日利差依然悬殊。"通过加息对通胀作出恰当回应，或许也能抑制长期国债收益率的过 度跃升，"他补充道。 智通财经APP获悉，日本前高级外汇事务官员表示，动用外汇储备进行市场干预能对汇率产生立竿见影 的冲击，但若辅以日本央行的稳步加息，其效果将更为持久。 曾任财务省国际事务副大臣(2011-2013年)的Takehiko Nakao在接受采访时发表上述看法。此番言论正值 日元重启跌势，且日本选举进入周日投票前的最后冲刺阶段。 "动用真金白银干预市场能产生强大影响力，但如果日本央行同时展现出稳步加息的明确决心，其效果 将更为持久，"现任国际经 ...

Group 1 - Man Group's investment manager is increasing exposure to Japanese financial stocks due to expectations of interest rate hikes by the Bank of Japan to curb inflation [1] - The Man Japan CoreAlpha fund has assets of £2.45 billion ($3.3 billion) and has outperformed 93% of its peers over the past three years [1] - The fund's recent shift towards the banking sector is significant as it was previously underweight in this area at the beginning of the year [1] Group 2 - Bank of Japan Governor Kazuo Ueda dismissed claims of a delayed interest rate hike, dampening short-term rate hike expectations [3] - Current market indicators show a 55% probability of a rate hike by the end of the year, down from 79% prior to the July meeting [3] - The probability of a rate hike had previously reached 100% before political uncertainties arose [3] Group 3 - The investment manager anticipates that policy rates will move towards 1% once trade tensions and political uncertainties subside [4] - The fund's major holdings remain in the automotive and factory automation sectors, which are expected to rebound once trade agreements become clearer [4] - Continuous improvements in corporate governance are expected to enhance the performance of Japanese stocks, which have lagged behind other regional markets despite recent highs [4]