https://youtu.be/2N6MFAnbMpM?si=BJp3uNdnnBVibfDi

日銀会合、 FOMCを終えて

完全にノーマークでした。まさか158円まで行くとは思っていなかったです。僕の予想は外れました、FRBは0.25金利を下げると思っていませんでした。直後のパウエルさんの会見で、来年の金利の下げについては事前予想の4回から2回に減らすと示唆しました。金利を下げたのにも関わらずドル高となった理由がこれ。年末にかけて為替介入の警戒とドル高の攻防となりそうです。レンジは153円から159円まで。

After the Bank of Japan meeting and the FOMC meeting

I was completely off the radar. I never thought it would go up to 158 yen. My prediction was wrong, I didn't think the Fed would lower the interest rate by 0.25. In the press conference immediately after, Powell suggested that the number of interest rate cuts next year would be reduced from the previous forecast of four to two. This is the reason why the dollar rose despite the interest rate cut. It seems that there will be a battle between caution against foreign exchange intervention and a strong dollar toward the end of the year. The range is from 153 yen to 159 yen.