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외환/환율 📈 긍정적 🔴 매우 중요

Japanese Yen: BoJ tightening yet weaker JPY against US Dollar – BNP Paribas

요약

BNP Paribas strategists see Japan’s Gross Domestic Product (GDP) growth slowing to 0.8% in 2026 from 1.1% in 2025 as higher inflation and energy-related costs weigh on activity, partly offset by fiscal support and AI (Artificial intelligence) investment.