외환/환율
📈 긍정적
Japanese Yen: BoJ normalisation supports gains against US Dollar – MUFG
요약
MUFG’s Michael Wan highlights that USD/JPY is still trading above 158, but Governor Ueda’s comments point to further Bank of Japan (BoJ) policy normalisation. Ueda stressed anchoring inflation around 2% and noted upside risks from imports, AI demand and JPY weakness.