周四，随着美联储最新政策决定后美元走强，日元兑美元汇率从上一交易日的两个月高点回落至147日元兑1美元。周三，美联储公布了普遍预期的25个基点的降息，同时暗示今年将再降息两次，但2026年只降息一次，这与明年降息两到三次的预期相悖。在国内，日本央行开始了为期两天的政策会议，预计利率将保持不变，因为官员们正在评估美国关税对日本出口导向型经济的影响。尽管如此，分析师指出，由于有迹象表明日本央行有弹性，日本央行可能在10月份加息25个基点。在政治上，执政的自民党将于10月4日选出一位新领导人，接替即将离任的首相石破茂。

The yen slipped past 147 per dollar on Thursday, retreating from a two-month high hit in the prior session as the dollar strengthened after the Federal Reserve’s latest policy decision. On Wednesday, the Fed delivered a widely expected quarter-point cut, while signaling two more reductions this year but only one in 2026, pushing back against expectations for two or three cuts next year. Domestically, the Bank of Japan began its two-day policy meeting, where rates are expected to be kept unchanged as officials assess the impact of US tariffs on Japan’s export-driven economy. Still, analysts noted the BOJ could raise rates by 25 basis points in October amid signs of resilience. Politically, the ruling Liberal Democratic Party will choose a new leader on October 4 to succeed outgoing Prime Minister Shigeru Ishiba.