美元兑日元展望:看涨倾向持续。日本的整体通胀率已降至2%以下,国家核心CPI同比下降至2%,如下图所示,为一年来的最低水平。这进一步推高了日本央行加息的预期,使日本央行的政策与类似于美联储的短期持有前景保持一致。
USDJPY Outlook: Bullish Bias Holds.Headline inflation in Japan has cooled below 2%, with national core CPI y/y easing to 2%, a one-year low as demonstrated in the chart below. This has pushed BOJ rate hike expectations further out, aligning BOJ policy with a short-term hold outlook similar to that of the Fed.