村松茂树表示："我对这一举措感到十分意外，此前并未料到美联储会参与其中。" 周一截至发稿，美元兑日元徘徊在155附近。上周，受日本可能出手干预汇市支撑日元的市场猜测影响，日元曾短暂升值至152.10兑1美元的三个月高点。 瑞穗金融集团旗下资产管理部门首席投资官村松茂树（Shigeki Muramatsu）表示，预计日本央行4月加息后，美元兑日元将跌破150关口。 这家截至去年9月末管理规模约5120亿美元的日本资产管理公司Asset Management One Co.，同样看好买入日本超长期国债——这一品种也是上月日本债市动 荡的核心标的，该机构认为，相较于日本的经济增长前景，这类债券的收益率已处于高位。 村松茂树在接受采访时称："市场有传言认为，现任政府执政下日本央行或难以加息，这一预期推动了日元走弱，但我认为实际情况并非如此。" 他的此番言论，也凸显出市场对日本央行货币政策收紧步伐过慢的担忧。正是这一担忧，推动日元在今年年初逼近2024年创下的数十年低点。 上月末，有消息称美国纽约联储（作为美国财政部的代理机构）开展了汇率核查，日元汇率随即突然反转走高。这一举措令众多投资者猝不及防——尽管美 国长期以来 ...

Group 1 - The international gold market is experiencing a significant decline, with prices hovering around $3280 after a period of selling pressure, indicating a reversal in bullish sentiment among both Wall Street institutions and retail investors [1] - Kitco's latest weekly gold survey shows that only a few analysts and retail investors maintain a bullish stance, highlighting a clear shift in market sentiment [1] Group 2 - Japanese Deputy Finance Minister Mitsuura denied media reports suggesting a desire for a weaker dollar and a stronger yen, emphasizing that no ideal exchange rate was discussed in talks [2] - Despite Japan's inflation exceeding the 2% target for the third consecutive year, concerns over potential GDP reductions due to new U.S. tariffs lead to expectations that the Bank of Japan will maintain its current policy stance [2] - There is an increasing likelihood of the Bank of Japan tightening monetary policy further by 2025 due to significant wage growth from large corporations over the past two years [2] - Market participants are betting that the Federal Reserve will restart its rate-cutting cycle in June, potentially lowering rates by 1 percentage point by the end of the year, which could support the yen [2] Group 3 - International gold prices fluctuated last week, starting from a range of $3346-$3351, peaking at $3370 before declining to around $3287, indicating a volatile trading environment [3] - Current resistance levels for gold are identified at $3336-$3343 and $3316, suggesting potential challenges for upward price movement [3]