英镑/日元 (GBPJPY) 加自选

英镑在测试关键支撑位后走强，零售销售数据成为关注焦点。在关键技术支撑水平测试后，英镑继续复苏。英镑/美元和英镑/加元在美元温和疲软和加拿大宏观经济数据喜忧参半的情况下上涨。

Pound Strengthens After Testing Key Support Levels, Retail Sales Data in Focus.The British currency continues its recovery following a test of key technical support levels. GBP/USD and GBP/CAD have risen amid moderate US dollar weakness and mixed Canadian macroeconomic data.

日本赤泽表示，在与美国的贸易协议上没有分歧。说实话，他说得太少，说得太多了。一件积极的事情是，该协议似乎是通过高管层的决定来达成的。

Japan's Akazawa says there is no difference in understanding on trade deal with US.He's saying a lot by saying very little to be honest. The one positive thing is that the agreement looks to be done via an executive level decision.

周四，日本10年期政府债券收益率升至1.6%以上，达到近17年来的最高水平，原因是政治不确定性日益增加，最近一次债券拍卖的需求疲软。本周早些时候，40年期日本政府债券的发行吸引了自2011年以来的最低需求，反映出投资者的谨慎态度。在执政联盟在周末选举中失去上议院多数席位后，关于首相石破茂可能辞职的猜测愈演愈烈。尽管石叶否认了这些报道，称他“从未讨论过”辞职，但政治不稳定继续影响着市场情绪。与此同时，随着全球风险偏好的改善，对避险债券的需求减弱。日本最近与美国达成了一项贸易协议，其中包括对其出口产品征收15%的关税，并承诺向美国经济投资5500亿美元。据报道，美欧贸易谈判的进展也推动了更广泛的乐观情绪。

Japan’s 10-year government bond yield rose above 1.6% on Thursday, reaching its highest level in nearly 17 years amid mounting political uncertainty and weak demand at a recent bond auction. A sale of 40-year Japanese government bonds earlier this week drew the lowest demand since 2011, reflecting investor caution. Speculation over Prime Minister Shigeru Ishiba’s potential resignation intensified after the ruling coalition lost its upper house majority in weekend elections. Although Ishiba denied the reports, saying he had “never discussed” stepping down, political instability continues to weigh on market sentiment. At the same time, demand for safe-haven bonds softened as global risk appetite improved. Japan recently reached a trade deal with the US that includes a 15% tariff on its exports and a pledge to invest $550 billion into the US economy. Broader optimism was also fueled by reported progress in US-EU trade negotiations.

日本PMI综合指数保持在51.5不变，通胀将在夏季缓解。日本7月份的综合采购经理人指数（PMI）维持在51.5不变。服务业推动了增长，从51.7上升到53.5，而制造业则从50.1下滑至48.8。

Japan's PMI composite unchanged at 51.5, inflation to ease over the summer.Japan's Composite PMI was unchanged at 51.5 in July. Services drove growth, rising from 51.7 to 53.5, while Manufacturing slipped into contraction at 48.8, down from 50.1.