Analysis: If the Bank of Japan delivers a "dovish rate hike" on Friday, USD/JPY may break below 158 and retest 160.
The Federal Reserve's recent interest rate hike and hints of further tightening are expected to keep the US-Japan interest rate differential high for an extended period, limiting the Bank of Japan's ability to boost the yen through rate hikes. The Japanese yen traded around 155.98 in Asian trading on Thursday, hovering near a two-week low. Market focus has shifted to Bank of Japan Governor Kazuo Ueda's post-decision press conference for clues on the pace and intensity of further policy tightening. Glenn Yin, Research Director at ACCM in Sydney, warned that if the Bank of Japan disappoints the market, the risk of breaking the 160 level in the short term cannot be ruled out. Rinto Maruyama, a strategist at SMBC Nikko Securities, a unit of Mitsubishi UFJ Financial Group, noted that if the meeting is interpreted as dovish, the next upside target for USD/JPY would be 158.
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Source:华尔街见闻 · Source Link
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