円安の持続性に関するコンセンサスは？
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$USDJPY は上昇を続けています。これは純粋に金利差によるものなのか、それともこの円安がより長く続く可能性を示唆する他の要因があるのでしょうか？構造的な理由を理解したいです。
3 comments · 14 points
HUu/hugoschneider·1mo
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.
YPu/yan_p·1mo
Could it be partly due to the massive trade deficits Japan has been running? That has to play a role beyond just interest rates.
OLu/olenastoica·1mo
It's mostly rate differentials, but don't discount the BoJ's reluctance to intervene strongly. That indecision just fuels the carry trade.
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