日本10年期国债 (Japan10Y) 加自选

美元/日元本周保持推拉情绪。本周，该货币对的价格走势一直上下波动，目前水平已回到154.21左右的周支点。当天早些时候，美元/日元在从亚洲向欧洲的交接中交易在155.15左右。

USD/JPY sticks with the push and pull mood on the week.The price action in the pair has been rather up and down on the week, with levels now returning back to the weekly pivot around 154.21. Earlier in the day, USD/JPY was trading around 155.15 in the handover from Asia to Europe.

日本央行行长上田和夫在一次演讲中表示，日本央行在制定经济和通胀前景时将认真考虑汇率变动。他还提到，一旦唐纳德·特朗普宣布细节，央行将把下一任总统领导下的美国政策的影响纳入其经济前景。美元最近飙升，部分原因是市场预期特朗普提出的通胀政策可能会限制美联储的降息，这给日元带来了下行压力。在货币政策方面，上田表示，日本央行将根据现有信息“逐一会议”做出决定。最近，他表示，如果日本经济和物价与央行的预测一致，他准备再次加息。

The Bank of Japan will seriously consider exchange rate movements when forming its economic and inflation outlook, Governor Kazuo Ueda said in a speech. He also mentioned that the central bank would incorporate the effects of US policies under the next president into its economic outlook once Donald Trump announces details. The dollar's recent surge, fueled in part by market expectations that Trump's proposed inflationary policies might restrict the Federal Reserve's rate cuts, has put downward pressure on the yen. On monetary policy, Ueda said the BoJ would make decisions "meeting by meeting" based on available information. Recently, he signaled his readiness to raise interest rates again if the Japanese economy and prices align with the central bank's forecast.

日本央行上田：外汇对经济和价格的影响在政策决策中被“认真对待”。在今天的一个论坛上，日本央行行长上田和夫承认，央行在制定经济和通胀前景时“认真”对待汇率变动。他还强调了了解推动当前汇率变化的因素及其更广泛影响的重要性。

BoJ's Ueda: FX impact on economy and prices taken ‘seriously' in policy decisions.At a forum today, BoJ Governor Kazuo Ueda admitted that the central bank takes exchange rate movements “seriously” when forming its economic and inflation outlook. He also stressed the importance of understanding the factors driving current exchange rate changes and their broader implications.

日本最大保险公司40年来首次上调预期利率。这只是另一个迹象，表明日本的情况可能开始发生变化，日本央行在最近的政策转变中希望将利率维持在更高的水平。据报道，日本人寿保险公司将在40年来首次提高其年金和终身保险的预期利率。

Japan's largest insurer to raise expected interest rates for the first time in 40 years.This is but another sign that perhaps things are starting to change in Japan with the BOJ looking to hold interest rates at a higher level amid their recent policy shift. Nippon Life Insurance is now reportedly set to raise the expected interest rates for its annuities and whole life insurance for the first time in 40 years.