외환/환율
➡️ 중립
Japanese Yen: BoJ guidance key after Fed move – OCBC
요약
OCBC strategist Christopher Wong writes that USD/JPY climbed after the FOMC as front-end US yields rose and the US Dollar (USD) strengthened. He says markets expect a 25bp BoJ hike to 1.25%, with focus on Governor Ueda’s guidance on further normalisation.