NVDA
NVIDIA
-- 137.490 TSLA
Tesla
-- 417.410 BA
Boeing
-- 176.550 RGTI
Rigetti Computing
-- 17.0000 MSTR
MicroStrategy
-- 302.960 
Even if the exchange rate exceeds 160, there should not be just a pause in intervention.
$USD/JPY (USDJPY.FX)$If you really think the weak yen is a problem, it's not intervention but raising interest rates. However, they are not doing it. Next year, concerns about tariff inflation and fiscal stimulus have already led to an accelerated rise in interest rates before taking office, and it is almost certain to rise further after taking office. Cutting rates is also meaningless. With the looming impact of next year's tariffs on China and various regulations causing a significant blow to export-related industries, the only thing supporting the Nikkei is now the weak yen. If it goes above 160 yen, they might do it as a gesture, but the effect is meager and temporary. The yen's strength in the spring was solely based on the weak premise of yen depreciation, but now that there is a clear reason for the yen's depreciation, it is meaningless. The reason the Nikkei exceeded 0.04 million this year is ultimately due to the inflation rise resulting from low interest rates in the usa caused by COVID, leading to a high interest rate differential. Therefore, there is no proactive interest rate hike, and concerns about import price hikes are just for show, with export company protection being obvious. I would like them to stay around 155 for the time being.
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