高一(Takaichi)的LDP胜出后, 日元下降, 但可能因预期美联储削减及BOJ利率上升而回弹。 Yen drops after Takaichi’s LDP win, but may rebound on expected Fed cuts and BOJ rate hikes.

在Sanae Takaichi当选当地民主党领袖后,日元对美元和新加坡元大幅贬值,市场预期采取类似于安倍经济学的侵略刺激措施,将美元/日元推向153美元/日元。 The Japanese yen weakened sharply against the US dollar and Singapore dollar after Sanae Takaichi’s election as LDP leader, with markets anticipating aggressive stimulus akin to Abenomics, pushing USD/JPY to 153. 然而,分析家认为这一下降是暂时性的,他们列举了中美潜在的贸易紧张、干预风险以及对日本银行未来政策正常化的期望。 However, analysts view the decline as temporary, citing potential US-China trade tensions, intervention risks, and expectations of future Bank of Japan policy normalization. 长期预测表明日元可能有所加强,预计美元/日元在一年之内将下降到142美元,其驱动因素是预期的美联储利率削减,以及延迟但最终会上升的日本银行利率。 Long-term forecasts suggest the yen may strengthen, with USD/JPY projected to fall to 142 within a year, driven by anticipated Federal Reserve rate cuts and delayed but eventual BOJ rate hikes.