近期驱动日元的主要因素是全球股市走高和美元上涨;
① 但这些因素似乎不会对周二日本央行的利率决议造成实质性影响；
② 预计央行会维持当前货币政策不变；
③ 官方日本核心CPI年率为0.8%，处在2016年以来高位，但是通胀仍远低于央行设置的2%的目标，所以目前超宽松的货币政策还会再持续一段时间
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