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日本当局“非常、非常接近”干预日元。“他们已经讨论了(日元贬值的)政治后果,没有人干坐着希望日元贬值。”目前日元处于数十年来的低点。“潜在干预的目的是为日本当局争取时间,直到美联储开始降息或日本央行小幅加息。”他进一步指出,日本当局上次干预日元是在2022年,当时“效果相当不错”,尽管投资者最初对这种货币干预的有效性持怀疑态度。

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