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日元和澳元预测：政治和关税推动美元/日元和澳元/美元。日本的政治动荡和美中关税紧张局势推动美元/日元和澳元/美元波动，交易员正在为中国数据和美联储的关键信号做准备。

Japanese Yen and Aussie Dollar Forecasts: Politics and Tariffs Drive USD/JPY and AUD/USD.Political turmoil in Japan and U.S.-China tariff tensions drive USD/JPY and AUD/USD volatility as traders brace for Chinese data and key BoJ and Fed signals.

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President Donald Trump’s administration on Sunday signaled openness to a trade deal with China, even as tensions escalated over Beijing’s new export controls. The gesture followed Trump’s Friday announcement of a sweeping 100% tariff on all Chinese imports starting November 1, in retaliation for China’s restrictions on rare earth exports. Vice-President J.D. Vance urged Beijing to “choose the path of reason,” arguing Trump holds more leverage if the dispute drags on. Trump struck a conciliatory tone on Truth Social: “Don’t worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!!”

标准普尔全球周五将埃及的信用评级上调至“B”，理由是正在进行的改革导致GDP增长大幅反弹。与此同时，惠誉将埃及的评级定为“B”，突显了该国相对较高的增长潜力和国际合作伙伴的大力支持。惠誉上一次将埃及的评级上调至“B”是在2024年11月，当时外国投资的增加和货币环境的收紧有助于加强该国的财政状况。标普最近的升级是埃及自2024年3月左右开始接受财政支持以来的首次升级。标普还指出，加沙持续的冲突提高了埃及的战略重要性，这有助于海湾合作委员会（GCC）成员国和其他国家继续提供财政支持。截至目前，标准普尔对埃及的信用评级为“B”，前景稳定，而穆迪的评级仍为“Caa1”，前景乐观。

S&P Global upgraded Egypt’s credit rating to ‘B’ on Friday, citing ongoing reforms that have led to a sharp rebound in GDP growth. Meanwhile, Fitch affirmed Egypt’s rating at ‘B’, highlighting the country’s relatively high growth potential and strong support from international partners. Fitch last upgraded Egypt’s rating to ‘B’ in November 2024, when rising foreign investment and tighter monetary conditions helped strengthen the country's finances. S&P’s recent upgrade is the first since Egypt began receiving financial support around March 2024. S&P also noted that Egypt’s strategic importance has been elevated by the ongoing conflict in Gaza, contributing to continued financial backing from Gulf Cooperation Council (GCC) members and other nations. As of now, Standard & Poor’s credit rating for Egypt stands at ‘B’ with a stable outlook, while Moody’s rating remains at ‘Caa1’ with a positive outlook.

北京方面誓言，如果美国总统唐纳德·特朗普兑现其对中国进口商品征收100%新关税的威胁，将对华盛顿采取反制措施。周五，特朗普对北京最新的出口管制做出了回应，宣布对前往美国的中国出口产品征收100%的额外关税，并对关键软件实施新的出口限制，这些限制将于11月1日生效。不断升级的紧张局势有可能破坏贸易谈判数月的进展。据美国有线电视新闻网报道，商务部发言人周日表示：“诉诸高关税威胁不是与中国接触的正确方式。”这是北京对这一威胁的首次官方回应。发言人补充道：“如果美国坚持单方面行动，中国将坚决采取相应措施，维护其合法权益。”。“我们对关税战的立场是一致的——我们不想要，但我们不怕。”

Beijing has vowed to take countermeasures against Washington if US President Donald Trump follows through on his threat to impose new 100% tariffs on Chinese imports. On Friday, Trump responded to Beijing’s latest export controls by announcing additional 100% tariffs on US-bound Chinese exports, along with new export restrictions on critical software, set to take effect by November 1. The escalating tensions threaten to derail months of progress in trade negotiations. “Resorting to threats of high tariffs is not the right way to engage with China,” a Ministry of Commerce spokesperson said on Sunday, in Beijing's first official response to the threat, as reported by CNN. “If the US persists in acting unilaterally, China will resolutely take corresponding measures to safeguard its legitimate rights and interests,” the spokesperson added. “Our position on a tariff war remains consistent — we do not want one, but we are not afraid of one.”