橡胶 (Rubber) 加自选

日元每周预测：美元/日元会突破140吗？日本央行和美联储决策方法。美元/日元面临中东冲突导致日元需求上升的风险。日本央行、美联储和关键经济数据成为短期市场前景的焦点。

Japanese Yen Weekly Forecast: Will USD/JPY Break 140? BoJ and Fed Decisions Approach.USD/JPY faces risk from rising Yen demand on Middle East conflict. BoJ, Fed, and key economic data in focus for short-term market outlook.

美元/日元展望：随着地缘政治风险的酝酿，美联储和日本央行展望将引导价格。尽管中东冲突不断升级，但美元/日元上涨，因为交易员优先考虑油价上涨对美联储政策前景意味着什么，而不是传统的避险资产流动。随着收益率差异重新受到影响，鲍威尔和上田的指导意见可能在未来几天起决定性作用。

USD/JPY Outlook: Fed, BOJ outlooks to steer price as geopolitical risk simmers.Despite escalating conflict in the Middle East, USD/JPY has rallied as traders prioritise what higher oil prices mean for the Fed's policy outlook over traditional haven flows. With yield differentials regaining influence, guidance from Powell and Ueda could prove decisive in the days ahead.

日本首相与特朗普通电话，重申日本对美国关税的使用。特朗普希望提高对日本汽车和其他进口商品的关税。特朗普政府还希望日本对更多的美国进口商品开放经济。

Japan PM in call with Trump, reiterated Japan's use on US tariffs.Trump wants to increase tariffs on autos and other imports from Japan. Trump's administration also wants Japan to open up their economy for more imported US goods.

周五，Ibovespa指数小幅下跌0.2%，收于137500点附近，受以色列-伊朗紧张局势升级的压力，投资者情绪受到抑制。伊朗对以色列袭击其核设施和导弹设施进行报复后，全球市场下跌，引发了人们对更广泛冲突的担忧，并推动了对避险资产的需求。在美中潜在关税休战的最新消息公布之前，投资者也保持谨慎。在国内，焦点转向了金融交易税，因为众议院议长雨果·莫塔表示计划推动一项法令，暂停政府拟议的加息。在企业方面，油价飙升——在中东动荡期间上涨了7%——使巴西国家石油公司的股价上涨了2.5%。与此同时，风险敏感股下跌，淡水河谷下跌1.1%，路易莎杂志下跌6.6%，Bradesco下跌0.7%。巴西航空工业公司股价下跌3.1%，此前一架波音飞机在印度坠毁，造成290人死亡。

The Ibovespa index edged down 0.2% to close near 137,500 on Friday, pressured by escalating Israel-Iran tensions that dampened investor sentiment. Global markets retreated after Iran retaliated against Israel’s strikes on its nuclear and missile facilities, stoking fears of a wider conflict and driving demand for safe-haven assets. Investors also remained cautious ahead of updates on a potential US-China tariff truce. Domestically, focus shifted to the financial transactions tax, as House Speaker Hugo Motta signaled plans to push for a decree suspending the government’s proposed rate hike. On the corporate front, surging oil prices—up 7% amid Middle East unrest—boosted Petrobras shares by 2.5%. Meanwhile, risk-sensitive stocks declined, with Vale down 1.1%, Magazine Luiza falling 6.6%, and Bradesco slipping 0.7%. Embraer dropped 3.1% following a deadly Boeing plane crash in India that claimed 290 lives.