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日本计划将2025年超长日本国债发行量削减3.2万亿日元。日本将削减40年期债券的发行量，每次拍卖减少1000亿日元。日本将在2025/2026年的原计划基础上削减20年期债券的销售1.8吨日元。

Japan plans to cut 2025 super-long JGB issuance by 3.2T yen.Japan to cut 40 yr bond issuance by 100b yen per auction. Japan to cut sales of 20 year bonds by 1.8t yen from original plan for 2025/2026.

日经225指数周五下跌0.22%，收于38403点，而更广泛的东证指数下跌0.75%，收于2771点，延续了前一交易日的跌幅，因为通胀加速引发了人们对收紧货币政策的担忧。日本5月核心通胀率连续第三个月上升，达到3.7%，为2023年1月以来的最高水平，这增强了人们对日本央行可能继续其政策正常化努力的预期。地缘政治紧张局势也影响了市场情绪，有报道称美国总统唐纳德·特朗普正在考虑对伊朗进行潜在打击，加剧了市场的不确定性。主要下跌股包括三丽鸥（-1.4%）、丰田汽车（-0.9%）、三菱公司（-14%）、三菱重工（-2.6%）和任天堂（-4.1%）。尽管周五有所回落，但这两个基准指数本周均以正值收盘，日经指数上涨1.5%，东证指数上涨0.54%。

The Nikkei 225 fell 0.22% to close at 38,403 on Friday, while the broader Topix Index dropped 0.75% to 2,771, extending losses from the previous session as accelerating inflation raised concerns about tighter monetary policy. Japan’s core inflation rate rose for the third consecutive month in May, reaching 3.7%—the highest level since January 2023—reinforcing expectations that the Bank of Japan may continue its policy normalization efforts. Geopolitical tensions also weighed on sentiment, amid reports that US President Donald Trump is considering a potential strike on Iran, heightening market uncertainty. Major decliners included Sanrio (-1.4%), Toyota Motor (-0.9%), Mitsubishi Corp (-1.4%), Mitsubishi Heavy Industries (-2.6%), and Nintendo (-4.1%). Despite Friday’s pullback, both benchmarks ended the week in positive territory, with the Nikkei gaining 1.5% and the Topix rising 0.54%.

尽管日本CPI通胀数据强劲，但欧元/日元仍上涨至167.50附近。周五欧洲早盘，欧元/日元交叉盘吸引了一些买家至167.50左右。日本央行（BoJ）下一次加息时间的不确定性给日元（JPY）带来了压力。

EUR/JPY extends upside to near 167.50 despite strong Japanese CPI inflation data .The EUR/JPY cross attracts some buyers to around 167.50 during the early European session on Friday. The uncertainty over the timing of the next Bank of Japan (BoJ) rate hike weighs on the Japanese Yen (JPY).

日本表示不会在7月9日与美国的贸易谈判最后期限。赤泽主要重申，即使最后期限临近，这也不意味着日本应该在与美国的贸易谈判中妥协其立场和立场。他今天早些时候告诉记者：

Japan says will not fixate on 9 July deadline in trade talks with US.Akazawa is mainly reaffirming that even with the deadline closing in, that shouldn't mean that Japan should compromise its position and stance in trade talks with the US. He told reporters earlier today that: