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本周美国CPI数据虽然没有爆炸性增长，但仍让美联储处于两难境地，这意味着“更高更久”仍是基本情况。这对那些押注快速转向的人来说不是好消息。不过，我正在密切关注的是货币市场的反应，特别是日元。$ZARJPY在9.957，略有下跌，但感觉美元的强势抑制了日元的任何显著反弹，尽管有一些关于干预的传闻。我正在关注几个日元交叉盘，以寻找潜在的区间交易机会，但鉴于目前的利率差异，暂时不指望任何方向出现大的突破。
Agree, the Fed narrative pretty much sets the tone for everything else right now. Betting on JPY strength against that USD backdrop seems like a losing game unless there's a serious policy shift from the BoJ, which I don't see happening soon.
The USD strength definitely seems to be a major factor, overshadowing other currency pair movements against the JPY. It's hard to see a significant JPY rally while the Fed maintains its hawkish stance.
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