외환/환율
📉 부정적
FX daily: Fight the Yen at your own risk
요약
The yen’s hectic rally is relying on quite optimistic bets on tightening and GPIF changes, and was probably exacerbated by thin liquidity around the US holiday. We have our doubts that it can be sustainable beyond the near term, but for now, it still looks too risky to catch the falling USD/JPY.