「FOMC議事要旨のドルに関する記述と最近の安倍円高バズーカと財務省為替円高容認発言」
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Since the January FOMC meeting, the dollar depreciated, on net, against most foreign currencies.
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Beyond the near term, real GDP was expected to increase slightly faster than in the previous forecast, largely reflecting a somewhat
higher projected path for equity prices and a lower assumed trajectory for the foreign exchange value of the dollar.
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Many participants, however, anticipated that relative strength in household spending would be partially offset by weakness in net
exports associated with lackluster foreign growth and the appreciation of the dollar since mid-2014.
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With regard to the external sector, a number of participants said that they expected declines in net exports to continue to subtract
from real GDP growth, reflecting weak foreign activity as well as the earlier appreciation of the dollar. The outlook for growth
abroad had dimmed in recent months, suggesting a more persistent drag on growth of U.S. exports. A couple of participants commented
that emerging market economies faced an extended period of less rapid export growth, reflecting slower economic growth in many
advanced foreign economies and in China. It also was noted that weak growth abroad could lead to further appreciation of the dollar.
「政府の為替発言、110-115容認、それ以上の円高もゆっくりならOK、介入はしない」
*安倍首相=競争的な通貨安は避けなければいけない、独断的な為替介入は控える必要
*浅川雅嗣財務官=円相場の水準よりも為替相場の急激な変動を政府は懸念している
*麻生財務相=為替や株価の動きはそろそろ落ち着きが戻りつつあるのではないか
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