美元/日元 (USDJPY) 加自选

美元/日元本周保持推拉情绪。本周，该货币对的价格走势一直上下波动，目前水平已回到154.21左右的周支点。当天早些时候，美元/日元在从亚洲向欧洲的交接中交易在155.15左右。

USD/JPY sticks with the push and pull mood on the week.The price action in the pair has been rather up and down on the week, with levels now returning back to the weekly pivot around 154.21. Earlier in the day, USD/JPY was trading around 155.15 in the handover from Asia to Europe.

美元：美元保持上涨–ING。DXY美元指数保持上涨，不难看出原因。ING的Chris Turner指出，随着市场不再为12月美联储降息定价，美国利率正在小幅上调。

USD: Dollar holds gains – ING.The DXY dollar index is holding gains and it is not hard to see why. US rates are being repriced modestly higher as the market shifts away from pricing a December Fed rate cut, ING's Chris Turner notes.

日本央行行长上田和夫在一次演讲中表示，日本央行在制定经济和通胀前景时将认真考虑汇率变动。他还提到，一旦唐纳德·特朗普宣布细节，央行将把下一任总统领导下的美国政策的影响纳入其经济前景。美元最近飙升，部分原因是市场预期特朗普提出的通胀政策可能会限制美联储的降息，这给日元带来了下行压力。在货币政策方面，上田表示，日本央行将根据现有信息“逐一会议”做出决定。最近，他表示，如果日本经济和物价与央行的预测一致，他准备再次加息。

The Bank of Japan will seriously consider exchange rate movements when forming its economic and inflation outlook, Governor Kazuo Ueda said in a speech. He also mentioned that the central bank would incorporate the effects of US policies under the next president into its economic outlook once Donald Trump announces details. The dollar's recent surge, fueled in part by market expectations that Trump's proposed inflationary policies might restrict the Federal Reserve's rate cuts, has put downward pressure on the yen. On monetary policy, Ueda said the BoJ would make decisions "meeting by meeting" based on available information. Recently, he signaled his readiness to raise interest rates again if the Japanese economy and prices align with the central bank's forecast.

周四，比特币突破97000美元，创下新高，并逐渐接近关键的10万美元大关，因为唐纳德·特朗普即将重返白宫，引发了人们对更有利的美国监管环境的乐观情绪。在整个竞选过程中，特朗普一直表示强烈支持加密货币，承诺使美国成为“地球上的加密货币之都”，并积累全国性的比特币储备。在选举之后，总部位于美国的比特币ETF吸引了超过40亿美元的资金流入。与此同时，Galaxy Digital Holdings首席执行官Mike Novogratz在X上强调，各国越来越多地大量购买比特币，这表明比特币在全球范围内的采用发生了显著转变。

Bitcoin broke above $97,000 on Thursday, hitting fresh record highs and inching closer to the key $100,000 mark as Donald Trump's imminent return to the White House raised optimism about a more favorable US regulatory environment. Throughout his campaign, Trump has expressed strong support for cryptocurrencies, pledging to make the US the “crypto capital of the planet” and to accumulate a national stockpile of Bitcoin. In the wake of the election, US-based Bitcoin ETFs have attracted over $4 billion in inflows. Meanwhile, Galaxy Digital Holdings CEO Mike Novogratz highlighted on X that countries are increasingly purchasing Bitcoin in large volumes, signaling a notable shift toward global adoption of the digital currency.