【荷兰合作银行:经济韧性下 日元或在12个月触及148水平】荷兰合作银行指出,日元近期在显然没有官方干预的情况下大幅走强,表明市场可能反映出日本基本面的变化。高级外汇策略师Jane Foley在报告中写道,基于实际工资数据的国内通胀迹象更加明显,日本企业参与半导体供应链以及股市改革所支撑的经济韧性,均对日元构成支撑。日本经济韧性以及呈上升趋势的实际收入应会增强日本央行内部鹰派的地位。中期对日元持建设性看法。荷兰合作银行将其15个月1美元兑148日元的预测提前至12个月。
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