三菱UFJ銀行の半沢淳一頭取は「高市政権の財政拡張姿勢を市場が財政悪化リスクと受け止め、円安要因として意識している」、三井住友銀行の福留朗裕頭取は「デジタル貿易赤字に象徴されるドル需要の強さがあり、需給面では円安圧力が根強い」と分析する。

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