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Economists at Rabobank discuss USD/JPY outlook.
Given the risks that the US could be in recession by year-end, that the Eurozone could be stagnating in H2 and in view of the disappointing pace of China’s recovery, the window of opportunity for a policy change by the BoJ is likely to be very small and potentially non-existent.
We expect the USD to remain firm this year. Our forecast of a move back to USD/JPY 135.00 on a six-month view assumes the BoJ have made a step towards altering YCC.
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
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