日元预测:美元/日元因担忧而忽视收益率。美元/日元继续摆脱收益率差和美联储定价等传统驱动因素,与黄金和瑞士法郎等经典避险货币更加接近。除非这种动态打破,否则贸易头条和国债拍卖可能会比央行在未来一周的讲话或二线数据发布更具影响力。
Japanese Yen Forecast: USD/JPY ignores yields, follows fear.USD/JPY continues to shrug off traditional drivers like yield spreads and Fed pricing, aligning more closely with classic safe havens like gold and Swiss franc. Unless that dynamic breaks, trade headlines and Treasury auctions may prove more influential than central bank speech or second-tier data releases in the week ahead.