加元/日元 (CADJPY) 加自选

日本央行上田：美国关税接近糟糕情景，可能需要政策回应。日本央行行长上田和夫警告称，美国总统唐纳德·特朗普不断升级的关税政策“更接近央行预期的糟糕局面”。

BoJ's Ueda: US tariffs nearing bad scenario, policy response may be needed.BoJ Governor Kazuo Ueda warned that US President Donald Trump's escalating tariff policies have “moved closer towards the bad scenario” anticipated by the central bank.

日元兑美元普遍走弱，仍接近数月高点。日元（JPY）在前一天温和下跌后重新获得正牵引力，因为与贸易有关的不确定性使投资者处于紧张状态，并继续支撑传统的避险资产。此外，今天早些时候公布的数据显示，日本2月份核心机械订单大幅反弹，超出市场预期。

Japanese Yen remains close to multi-month top against a broadly weaker USD.The Japanese Yen (JPY) regains positive traction following the previous day's modest downtick as trade-related uncertainties keep investors on the edge and continue to underpin traditional safe-haven assets. Adding to this data released earlier today showed that Japan's core machinery orders rebounded sharply in February and surpassed market expectations.

日本央行行长上田和夫在接受《产经新闻》采访时表示，如果美国关税损害日本经济，日本央行可能会考虑采取政策行动。他说，“可能有必要采取政策应对措施”，并指出美国总统特朗普的贸易措施带来的风险已经“更接近央行预期的糟糕局面”。上田承认，最近的事态发展已经给企业和家庭情绪带来了压力。尽管董事会仍计划“以适当的速度”加息，但上田强调了在没有先入为主的观念的情况下评估美国关税的经济影响的重要性。州长补充说，国内食品通胀可能会缓解，实际工资预计将在年中上涨，通胀前景仍存在上行和下行风险。日本央行将于4月30日至5月1日举行货币政策会议，届时还将发布最新的经济预测。

Bank of Japan (BoJ) may consider policy action if U.S. tariffs harm Japan’s economy, Governor Kazuo Ueda said in an interview with the Sankei newspaper. “A policy response may become necessary,” he said, noting that risks from U.S. President Trump’s trade measures have moved “closer towards the bad scenario” the central bank had anticipated. Ueda acknowledged that recent developments are already weighing on corporate and household sentiment. While the board still plans to raise rates “at an appropriate pace,” Ueda stressed the importance of assessing the economic impact of U.S. tariffs without preconceptions. The governor added that domestic food inflation is likely to ease, real wages are expected to rise mid-year, and both upside and downside risks remain for the inflation outlook. The BoJ will hold a monetary policy meeting at its April 30–May 1, when it will also release updated economic forecasts.

日经225指数周三下跌0.3%，至34200点以下，结束了连续两天的上涨，并从华尔街的负面领先中得到启示，因为盈利紧张和关税担忧抑制了投资者的情绪。交易员还权衡了新的国内数据，显示4月份制造商情绪攀升至8个月高点。然而，由于对美国关税的担忧日益加剧，前景变得悲观。随着东京推动完全取消特朗普政府征收的关税，人们的注意力现在集中在日本和美国即将举行的贸易谈判上。科技股和消费类股领跌，迪斯科公司（-3.3%）、Advantest（-4.1%）、任天堂（-1.3%）和迅销（-0.5%）大幅下跌。

The Nikkei 225 Index fell 0.3% to below 34,200 on Wednesday, halting a two-day winning streak and taking cues from a negative lead on Wall Street as earnings jitters and tariff concerns dampened investors’ mood. Traders also weighed fresh domestic data showing manufacturer sentiment climbed to an eight-month high in April. However, the forward outlook turned pessimistic amid growing anxiety over US tariffs. Attention is now fixed on upcoming trade talks between Japan and the U.S., as Tokyo pushes for the complete removal of tariffs imposed by the Trump administration. Technology and consumer stocks led the losses, with sharp declines from Disco Corp (-3.3%), Advantest (-4.1%), Nintendo (-1.3%), and Fast Retailing (-0.5%).