日本央行的上田表示，美国的关税可能会对日本和全球经济施加下行压力。日本央行行长上田和夫周五早些时候表示，美国的关税可能会对日本和全球经济施加下行压力。

BoJ's Ueda says US tariffs likely to exert downward pressure on Japan, global economies.Bank of Japan Governor Kazuo Ueda said early Friday that US tariffs are likely to exert downward pressure on Japan and the global economies.

日经225指数下跌2%，至34000点左右，而更广泛的东证指数周五下跌2.3%，至2510点，延续了前一交易日的跌幅，触及约八个月来的最低水平。日本股市也追随华尔街隔夜的大幅抛售，这导致4万亿美元的市值蒸发，因为美国总统唐纳德·特朗普的全面关税引发了人们对全面贸易战和全球经济衰退的担忧。这些关税——包括对日本进口商品征收24%的关税和对汽车运输征收25%的关税——对日本出口导向型经济，特别是汽车行业造成了重大打击。作为回应，日本贸易大臣武藤洋二表示，日本将继续寻求豁免关税，并宣布成立一个工作组来评估其影响。金融类股领跌，三菱UFJ（-8.3%）、三井住友（-7.5%）和瑞穗金融（-9.3%）大幅下跌。主要汽车、科技和零售公司的股票也面临着巨大的抛售压力。

The Nikkei 225 fell 2% to around 34,000, while the broader Topix Index dropped 2.3% to 2,510 on Friday, extending losses from the previous session and hitting their lowest levels in about eight months. Japanese shares also tracked a sharp selloff on Wall Street overnight which wiped out $4 trillion in market value as US President Donald Trump’s sweeping tariffs stoked fears of an all-out trade war and a global recession. The tariffs—including a 24% levy on Japanese imports and a 25% tariff on car shipments—have dealt a significant blow to Japan’s export-heavy economy, particularly its automotive sector. In response, Trade Minister Yoji Muto said Japan would continue to seek an exemption from the tariffs and announced a task force to assess their impact. Financial stocks led the decline, with steep losses from Mitsubishi UFJ (-8.3%), Sumitomo Mitsui (-7.5%), and Mizuho Financial (-9.3%). Shares of major auto, technology, and retail firms also faced heavy selling pressure.

日元和澳元预测：关税、鲍威尔和美国非农产品成为焦点。美元/日元关注日本央行和美联储的线索，因为日本支出反弹，特朗普的关税引发不确定性，市场等待鲍威尔对美国就业数据和关税的看法。

Japanese Yen and Aussie Dollar Forecasts: Tariffs, Powell, and US Nonfarms in Focus.USD/JPY eyes BoJ and Fed cues as Japan's spending rebounds, Trump's tariffs stir uncertainty, and markets await Powell's take on US jobs data and tariffs.

日本央行副行长表示，如果通胀率接近2%，日本央行将继续加息。日本央行副行长内田慎一周五表示，如果潜在通胀率达到2%目标的可能性增加，央行将继续加息。

BOJ to keep raising rates if inflation heads toward 2%, deputy governor says.Bank of Japan Deputy Governor Shinichi Uchida said on Friday the central bank will keep raising interest rates if the chance of underlying inflation achieving its 2% target heightens.