2025年の円相場はどう動くのでしょうか。 訪日客の動向、デジタル赤字、新NISAに伴う円売り、日米の中立金利… 多岐にわたる論点を踏まえつつ、みずほ銀行の唐鎌大輔氏は、円安の「再起動」に備える年になると見ています。 https://t.co/YhZvRJ3i8M https://t.co/Y8z5g9HpNe
通貨防衛戦の様相を呈する円相場、1月会合で円安を食い止められるか＝唐鎌大輔氏 https://t.co/aoHtLsllRR https://t.co/aoHtLsllRR
Japan former FX diplomat Kanda still playing his part on commenting on the yen https://t.co/c0DWl8DkF2
Japan's 2-year forward rate differential has reached its highest level in over 20 years, indicating a potential strengthening of the Yen due to Bank of Japan's policy normalization. However, analysts caution that if the United States imposes significant additional tariffs on China, the Yen could depreciate alongside the Renminbi. Daisuke Karakama from Mizuho Bank suggests that 2025 will be a year of preparation for a potential Yen depreciation, influenced by various factors including the behavior of inbound tourists, digital deficits, and the new NISA program. Additionally, Japan's chief currency diplomat, Kanda, is actively working to counter speculative activities affecting the Yen's value, as the currency faces pressure in the current market environment.
