ABN AMRO Bank: Expectations of BoJ rate hikes combined with fiscal discipline return, the yen is expected to strengthen to 145

SmartContractAuditor · 2026-02-12T14:06:31+00:00

Dutch cooperative bank strategist Jane Frey pointed out that Japanese Prime Minister Sanae Takaichi has pledged to implement responsible fiscal policies, and the yen is expected to strengthen. As the Bank of Japan may raise interest rates, the USD/JPY is expected to fall to 145 within 12 months.

SmartContractAuditor

2026-02-12 14:06:31

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Odaily Planet Daily reports that strategist Jane Frey of Rabobank pointed out that Japanese Prime Minister Fumio Kishida has pledged to implement responsible fiscal policies, and the Bank of Japan may further raise interest rates, which should strengthen the yen. Frey stated that Kishida’s recent victory in the early general election allows her to step back from campaign debates sparked by the more relaxed fiscal stance of the main opposition party. “Another reassuring factor is Japan’s large domestic savings.” As the Bank of Japan is expected to raise interest rates further within the year, Frey predicts that the USD/JPY will fall from the current 153.23 to around 145 within 12 months. (Jin10)

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