외환/환율
📉 부정적
Japanese Yen: Intervention risks and softer payrolls – MUFG
요약
MUFG’s Michael Wan notes that softer US non-farm payrolls and suspected FX intervention supported the Japanese Yen, pushing USD/JPY sharply lower. He highlights that weaker payrolls reduce the likelihood of a near-term Fed rate hike but do not clarify the broader labour and inflation outlook.