【三菱日联：日本央行或本月加息，日元有望进一步走强】12月1日，三菱日联金融集团分析师指出， 日本央行行长植田和男称下次会议将深入讨论加息可能性，日元或进一步走强。 该分析师表示，这是 日本央行准备本月恢复加息的强烈信号。此前因市场担忧政府反对，投资者对提前加息预期谨慎。 这 一表态支撑了日元，也印证了三菱日联关于美元兑日元汇率2026年初跌向150的预测。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Core Viewpoint - Citi believes that the $550 billion investment fund involved in the US-Japan tariff agreement may lead to a form of a bilateral "mini Mar-a-Lago agreement," which could weaken the dollar and strengthen the yen [1][2]. Group 1: Investment Fund and Currency Impact - Japan's planned $550 billion investment in the US is likely to heavily rely on its $1.3 trillion foreign exchange reserves [1]. - The investment fund established under the tariff agreement is expected to invest in US assets with maturities of 10-20 years, contrasting with Japan's holdings of US Treasury bonds, which have an estimated duration of 3-5 years [1]. - If Japan sells short-term US Treasuries to finance this long-term investment fund, it may lead to an increase in US long-term bond yields [1]. Group 2: Bilateral Coordination and Currency Trends - The high-level bilateral coordination aimed at addressing potential market volatility is the basis for what Citi refers to as the "mini Mar-a-Lago agreement" [2]. - There is a belief that the trend of a weaker dollar and a stronger yen will persist from a monetary policy perspective, despite the recent poor performance of the yen due to political uncertainties and tariff issues affecting the Bank of Japan's rate hike path [2].

Core Viewpoint - Nomura expects the Japanese yen to strengthen in the next three months due to better-than-expected election results, despite the ruling coalition losing its majority in the House of Councillors [1] Group 1: Market Expectations - Nomura has re-established short positions on the USD/JPY, targeting a price of 142 by the end of October [1] - The election outcome is anticipated to lead the Japanese government to introduce cash distribution plans in the current fiscal year [1] Group 2: Economic Measures - There is an expectation for a temporary reduction in consumption tax on certain food items next year to assist voters in coping with rising prices [1]

Core Viewpoint - The Japanese yen strengthened during the speech of the Bank of Japan's governor, leading to a short-term decline in the USD/JPY exchange rate by approximately 20 points, with the latest rate reported at 142.45 [1] Group 1 - The yen's appreciation occurred in response to the Bank of Japan's governor's remarks [1] - The USD/JPY exchange rate experienced a short-term drop of about 20 points [1] - The current exchange rate stands at 142.45 [1]