日元疲软的可持续性共识如何？
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$USDJPY 货币对持续上涨。这纯粹是利率差异造成的，还是有其他因素表明这种疲软可能会持续更长时间？试图理解结构性原因。
3 comments · 14 points
HUu/hugoschneider·14d
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.
OLu/olenastoica·14d
It's mostly rate differentials, but don't discount the BoJ's reluctance to intervene strongly. That indecision just fuels the carry trade.
YPu/yan_p·14d
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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