周四，由于对美日新贸易协议的乐观情绪提振了需求，日元兑美元汇率突破146，创下两周新高。该协议对日本对美国的出口征收15%的关税，明显低于唐纳德·特朗普总统此前威胁的25%。在美欧贸易谈判取得进展的报道中，更广泛的风险情绪也有所改善。在国内方面，日本私营部门7月份的增长保持稳定，这得益于稳健的服务业活动，尽管制造业陷入收缩。然而，日元面临着政治不确定性上升的潜在下行压力。有报道称，日本首相石破茂可能正在考虑辞职，但他否认了这一点。此前，执政联盟在周末选举中失去了上议院多数席位，引发了人们对领导层稳定性的担忧。
The Japanese yen strengthened past 146 per dollar on Thursday, reaching a two-week high as optimism surrounding the new US-Japan trade deal lifted demand. The agreement sets a 15% tariff on Japanese exports to the US, notably lower than the 25% previously threatened by President Donald Trump. Broader risk sentiment also improved amid reports of progress in US-EU trade talks. On the domestic front, Japan’s private sector growth held steady in July, supported by solid services activity, though manufacturing slipped into contraction. However, the yen faces potential downside pressure from rising political uncertainty. Reports suggest Prime Minister Shigeru Ishiba may be considering resignation, which he has denied. The speculation follows the ruling coalition’s loss of its upper house majority in weekend elections, raising concerns over leadership stability.
