ChainCatcher 消息，据金十数据报道，Pepperstone 的 Chris Weston 撰文指出，日本首相石破茂的离职使焦点转向其继任者，以及这对政治稳定可能意味着什么。市场将权衡新领导层下额外财政措施和预算的程度。“财政刺激的程度对于控制长期日本国债的上涨至关重要。”
他表示，这些进展可能被视为将日本央行下一次 25 个基点的加息推迟到 2026 年的又一个理由。这一预期已在市场中体现，掉期交易员预计到 12 月仅加息 12 个基点，Weston 指出这是目前很少有人愿意持有日元的又一个原因。他预计日元在亚市的疲软将变得普遍。
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