周二,日元兑美元汇率升至147日元,延续了第二个交易日的涨势,因为美元在美联储预期降息之前有所回落。市场几乎完全预计本周将降息25个基点,预计今年将总共放松67个基点。这些预期得到了数据的支撑,数据显示美国劳动力市场降温和通胀疲软。在国内,日本央行将于本周制定政策,并普遍预计将利率维持在0.5%不变,因为官员们正在评估美国关税对日本出口导向型经济的影响。贸易商也在等待新的数据,预计进出口将保持疲软,核心CPI预测将放缓至2.7%,为2024年11月以来的最低水平。
The yen strengthened toward 147 per dollar on Tuesday, extending gains for a second session as the dollar eased ahead of an expected Federal Reserve rate cut. Markets are almost fully pricing in a 25 basis point reduction this week, with a total of 67 bps of easing projected for the year. Those expectations have been underpinned by data showing a cooling US labor market and subdued inflation. Domestically, the Bank of Japan will set policy this week and is widely expected to keep rates unchanged at 0.5% as officials assess the impact of US tariffs on Japan’s export-driven economy. Traders are also awaiting fresh data, with exports and imports expected to remain weak and core CPI forecast to slow to 2.7%, the lowest since November 2024.