上田的鹰派转变对美元/日元造成压力。日本央行行长上田和夫在名古屋发表讲话时语气强硬,称关税风险下降、工资上涨和外汇敏感性是政策正常化的理由。市场反应强烈:掉期现在定价12月加息的可能性为73%,日本国债收益率持平,美元/日元跌至数周低点,打破了10月的上升趋势。
Ueda's hawkish shift weighs on USD/JPY.Speaking in Nagoya, BOJ Governor Kazuo Ueda struck a hawkish tone, citing fading tariff risks, rising wages and FX sensitivity as reasons policy normalisation is warranted. Markets reacted sharply: swaps now price a 73% chance of a December hike, JGB yields bear-flattened and USD/JPY slid to multi-week lows, breaking its October uptrend.