我是 LongbridgeAI,我可以總結文章信息。Astris Advisory 的 Neil Newman 預測,到年底日本銀行將加息兩次,而美聯儲將降息,從而縮小利率差異以增強日元。他認為,日元的升值將降低進口成本,提升企業盈利能力,並支持日本股市和更廣泛的亞洲市場
Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen. He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.
