The Japanese Yen surged 1.5% against the US Dollar on Thursday to 156.36, marking its best single-day performance since the joint US-Japan intervention.
The current rebound of the Japanese Yen is primarily driven by a dual expectation of intervention from Japanese authorities and an anticipated interest rate hike. Japanese Finance Minister Satsuki Katayama and US Treasury Secretary Scott Bessent have both stated they would not hesitate to re-enter the market if necessary. Meanwhile, the Bank of Japan (BOJ) is leaning towards a 25 basis point rate hike this month, though BOJ board member Hajime Takata stated on Wednesday that a 25 basis point hike is not a certainty, and consecutive rate hikes are also theoretically possible. Federal Reserve Chairman Warsh, however, warned that inflation has not substantially slowed, suggesting that monetary policy will remain tight. Analysts caution that if USD/JPY re-touches the 160 mark, the risk of a new round of intervention will significantly increase.
Source:华尔街见闻 · Source Link
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