외환/환율
📈 긍정적
Japanese Yen: Faster BoJ tightening supports gains against US Dollar - MUFG
요약
MUFG’s Halpenny expects the BoJ to deliver a 25bps hike to 1.25%, with communications outlining further rate increases and supporting efforts to strengthen the Japanese Yen. However, he warns Governor Ueda may sound cautious versus aggressive market pricing for 90bps of hikes.