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下一篇：SCOTUS关于关税的决定？8位美联储官员表示，市场今年将削减近65个基点。上周，自民党在日本取得了惊人的胜利。然而，日元和日本国债并没有像市场预期的那样抛售，而是上涨了。

Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year.Last week began with the LDP's stunning victory in Japan. However, rather than sell-off as the market expected, the yen and JGBs rallied.

英镑下周：3.0%通胀电话测试英国央行前景。英镑在上周末收盘走强，英镑/欧元接近1.1500，英镑/美元约1.3650，市场期待下周英国通胀数据公布。最新--汇率：英镑兑欧元（GBP/EUR）:1.15049英镑兑美元（GBP/USD）:1.36551欧元兑美元（EUR/USD）：1.18689 Pantheon Macroeconomics的英国经济学家。

Pound Sterling Next Week: 3.0% Inflation Call to Test BoE Outlook.Pound Sterling closed firmer at the end of last week, with GBP/EUR near 1.1500 and GBP/USD around 1.3650 as markets look ahead to next week's UK inflation release. Latest — Exchange Rates:Pound to Euro (GBP/EUR): 1.15049Pound to Dollar (GBP/USD): 1.36551Euro to Dollar (EUR/USD): 1.18689 UK economists at Pantheon Macroeconomics.

美元/日元每周预测：随着套利解除风险的增加，基础脆弱。美元/日元本周开始时基础不稳定，因为日元流动增强、风险情绪脆弱和套利头寸压力上升相互碰撞。由于传统的宏观驱动因素只提供了有限的清晰度，交易员可能需要从其他地方寻找方向。

USD/JPY Weekly Forecast: Fragile footing as carry unwind risks grow.USD/JPY starts the week on unstable footing as strengthening yen flows, fragile risk sentiment and rising pressure on carry positions collide. With traditional macro drivers offering only limited clarity, traders may need to look elsewhere for direction.

国际展望周：经济增长反弹，日本央行继续加息。尽管我们和普遍预期在第三季度环比年化收缩2.3%后，2025年第四季度将出现反弹，但我们预测复苏温和，为1.2%，而普遍预期为1.6%。第三季度的收缩主要是由于净出口疲软，此前在预期的美国关税之前，出货量被提前至第二季度。

International Week Ahead: Growth Rebound to Keep BoJ Hikes in Play.While both we and consensus expect a rebound in Q4-2025 following the quarter-over-quarter annualized 2.3% contraction in Q3, we forecast a milder recovery of 1.2% versus 1.6% for consensus. The contraction in Q3 was driven largely by weaker net exports after shipments were pulled forward into Q2 ahead of anticipated U.S. tariffs.