외환/환율
📉 부정적
Japanese Yen: Weakness persists as BoJ hike talk grows – MUFG
요약
MUFG’s Derek Halpenny highlights persistent Japanese Yen weakness as USD/JPY trades at levels last seen in 1986, with low volatility undermining the Ministry of Finance’s case for intervention. He notes limited contagion in Japanese bonds but rising inflation and political pressure.