Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Pasangan $USDJPY melanjutkan tren kenaikannya. Apakah ini murni permainan perbedaan suku bunga, atau adakah faktor lain yang menunjukkan bahwa pelemahan ini dapat bertahan untuk jangka waktu yang lebih lama? Mencoba memahami alasan strukturalnya.
I think you're spot on about the structural reasons. It's not just the rates; the BoJ's overall dovish stance and the current global economic outlook seem to be creating a perfect storm for sustained JPY weakness.
It's mostly rate differentials, but don't discount the BoJ's reluctance to intervene strongly. That indecision just fuels the carry trade.
Could it be partly due to the massive trade deficits Japan has been running? That has to play a role beyond just interest rates.
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