日本6个月期国债 (Japan6M) 加自选

investingLive亚太外汇新闻摘要：日元在亚洲走软。日元在亚洲走弱，美元/日元反弹至147.50，这似乎是周五鲍威尔推动的下跌的回撤。更广泛的外汇走势温和，而乐观的新西兰零售销售突显了新西兰储备银行利率下降的提振作用。

investingLive Asia-Pacific FX news wrap: Yen weakened in Asia.The yen weakened in Asia with USD/JPY rebounding toward 147.50 in what looked like a retrace of Friday's Powell-driven drop. Broader FX moves were modest, while upbeat New Zealand retail sales highlighted the boost from lower RBNZ rates.

周一，尽管日本央行行长上田和夫发表了鹰派言论，但日元兑美元汇率跌至147.4左右，回吐了前一交易日的涨幅。上周六在美联储杰克逊霍尔会议上发表讲话时，上田表示，在劳动力市场趋紧的情况下，日本的工资预计将进一步上涨，这表明人们相信再次加息的条件正在形成。日本央行暂停了加息周期，主要是因为担心美国关税对日本出口导向型经济的影响。在7月的会议上，央行保持利率稳定，但上调了通胀预测，并公布了更乐观的经济前景，维持了今年晚些时候再次加息的预期。与此同时，在美联储主席杰罗姆·鲍威尔表示对降息持开放态度后，日元周五上涨了1%。

The Japanese yen weakened to around 147.4 per dollar on Monday, giving back gains from the previous session despite hawkish comments from Bank of Japan Governor Kazuo Ueda. Speaking at the Federal Reserve’s Jackson Hole conference on Saturday, Ueda said wages in Japan are expected to rise further amid a tightening labor market, signaling confidence that conditions for another interest rate hike are coming together. The BOJ has paused its rate hike cycle due largely to concerns over the impact of US tariffs on Japan’s export-driven economy. At its July meeting, the central bank held rates steady but raised its inflation forecasts and delivered a more upbeat economic outlook, sustaining expectations for another rate increase later this year. Meanwhile, the yen had rallied 1% on Friday after Fed Chair Jerome Powell signaled openness to rate cuts.

日本央行的上田认为劳动力市场紧张将维持工资增长。日本央行行长上田和夫周六在杰克逊霍尔的一个小组中表示，日本的劳动力短缺正成为“我们最紧迫的经济问题之一”。他强调，曾经集中在大企业的工资增长现在正蔓延到小企业。

BoJ's Ueda sees tight labor market sustaining wage growth.BoJ Governor Kazuo Ueda told a Jackson Hole panel on Saturday that Japan's labor shortages are becoming “one of our most pressing economic issues.” He highlighted that wage growth, once concentrated in large enterprises, is now spreading to smaller firms.

日本央行行长上田和夫表示，再次加息的条件正在形成，理由是工资增长加速和劳动力市场紧缩。植田在周六美联储杰克逊霍尔研讨会上表示，日本长期工资停滞的根源在于“根深蒂固的通缩预期”，但新冠肺炎后的全球通胀扰乱了这种平衡。“值得注意的是，工资增长正从大企业向中小企业蔓延，”他说，并补充道，“除非出现重大的负面需求冲击，否则劳动力市场预计将保持紧张，并继续对工资施加上行压力。”上田指出，劳动力流动性的增加和人口驱动的短缺是推动企业提高工资的关键力量。继去年退出超宽松政策后，日本央行于1月将利率上调至0.5%，7月保持稳定，并上调了通胀前景，这加剧了人们对今年晚些时候再次加息的预期。

Bank of Japan Governor Kazuo Ueda signaled that conditions for another rate hike are taking shape, citing accelerating wage growth and a tightening labor market. Speaking at the Fed’s Jackson Hole symposium on Saturday, Ueda said Japan’s long stretch of stagnant pay was rooted in “entrenched deflationary expectations,” but global inflation post-COVID disrupted that equilibrium. “Notably, wage growth is spreading from large enterprises to small and medium enterprises,” he said, adding that “barring a major negative demand shock, the labor market is expected to remain tight and continue to exert upward pressure on wages.” Ueda pointed to rising labor mobility and demographic-driven shortages as key forces pushing firms to raise pay. Following its exit from ultra-loose policy last year, the BoJ hiked rates to 0.5% in January, held steady in July, and upgraded its inflation outlook—fueling expectations for another increase later this year.