日元走强的趋势是否开始显现？· 外汇每日快照

关键论点

• 日元走强由基本面因素而非干预推动，增加了出现更持续回升的可能性。
• 日本央行倾向于本月加息25个基点，通胀风险偏向上行。
• 关于GPIF将资产配置转向国内资产的猜测通过缓解资本外流而支撑日元。
• 美联储领导层发表谨慎言论后，加息预期回落，美元走弱。

对应原文证据

1. On this occasion the sharp strengthening of the yen appears to have been driven by fundamental drivers rather than intervention which increases the likelihood of a more sustained rebound. · medium-term
2. Furthermore, hawkish comments from BoJ officials including Governor Ueda at the start of this week have signalled that a rate hike is likely this month. · this month
3. At the same time, the yen has derived some support as well by renewed speculation over the potential for the GPIF to shift their asset allocation towards domestic assets which would help to ease capital outflows into overseas markets that have been weighing on the yen. · medium-term