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下调日元预期,因美日收益率差扩大且日本复苏缓慢;① 澳大利亚国民银行下调日元汇率预期,理由是美国和日本之间的收益率之差扩大,以及市场预期日本经济复苏较为缓慢;② 美元/日元预期如下:截至6月底的预期从102提高至108;截至9月底的预期从101提高至108;截至12月底的预期从101提高至110

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