英磅/瑞典克朗 (GBPSEK) 加自选

日元反弹，日本央行转向鹰派，日经指数从历史高位回落。在日本央行将利率稳定在0.50%后，日元今天出现了广泛反弹，但发出了鹰派信号，两名成员反对加息。董事会的转变突显了政策正常化的势头日益增强。

Yen Rebounds as BoJ Tilts Hawkish, Nikkei Retreats From Record.Yen staged a broad rebound today after the BoJ held rates steady at 0.50% but delivered a hawkish signal with two members dissenting in favor of a hike. The shift in the board underlined growing momentum toward policy normalization.

日本央行持观望态度，两名成员呼吁加息，开始出售ETF和J-REITs。日本央行在9月份将利率稳定在0.50%，但7票赞成、2票反对的投票结果显示，鹰派倾向日益增强。田村直树（Naoki Tamura）和高田朝纪（Hajime Takata）打破了支持加息的行列，理由是通胀的上行风险和实现2%价格稳定目标的进展。

BoJ holds with two members calling for hike, starts selling ETFs and J-REITs.The BoJ kept rates steady at 0.50% in September, but the 7–2 vote revealed a growing hawkish bias. Naoki Tamura and Hajime Takata broke ranks to support a rate increase, citing upside risks to inflation and progress toward achieving the 2% price stability target.

日本央行开始开放ETF和REIT，日元反弹。日本央行可能如预期般保持利率不变，但他们宣布开始解除其持有的超大ETF和REIT，这让鹰派感到意外。日本政府债券收益率飙升，而日元普遍走强，美元/日元和欧元/日元均跌破-0.4%。

Japanese Yen Rallies as BOJ Begins ETF and REIT Unwind.The Bank of Japan may have held rates as expected, but they delivered a hawkish surprise by announcing the start of unwinding their oversized ETF and REIT holdings. Japanese government bond yields surged, while the yen strengthened broadly, with USD/JPY and EUR/JPY both sliding over -0.4%.

短期日本国债收益率飙升，交易员争相为日本央行下一次加息定价。2年期日本国债收益率现已跃升至0.91%，为2008年以来的最高水平。与此同时，5年期日本国债收益率也飙升至1.20%，为2008年以来的最高水平。

Short-term JGB yields shoot higher as traders scramble to price in next BOJ rate hike.2-year JGB yields have now jumped up to 0.91% - its highest since 2008. Meanwhile, 5-year JGB yields have also shot higher to 1.20% - also its highest since 2008.