If the first priority is inflation countermeasures, the yen is likely to remain weak.
$USD/JPY (USDJPY.FX)$ If the priority is on expectations for inflation countermeasures, it will not be easy to raise tariffs or limit the range of products, and interest rates are unlikely to be easily reduced. Trump complained about the strong dollar before, but if import prices surge, he might accept the current situation. Fiscal expenditure due to tax cuts would lead to considerable issuance of government bonds, making the interest rate gap difficult to fill, and both the government and the Bank of Japan are likely to prioritize exporting companies over import prices, so a rate hike is expected. For now, it is unlikely to fall below 145 and will be tolerated as it is. Yen traders need to be active, but it would be better not to focus on yen appreciation or depreciation when dealing with stocks. It would be helpful if they stay relatively stable at this level.
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