외환/환율
📉 부정적
Japanese Yen: Risk flows and policy focus – BNY
요약
BNY’s Bob Savage notes that the Japanese Yen is in focus as FX markets react to geopolitical de-escalation and shifting risk sentiment. The reopening of the Strait of Hormuz has supported risk assets, but investors remain attentive to policy divergence involving JPY, KRW and USD.