周二，日元兑美元汇率升至152日元，从近八个月低点反弹。此前，美国财政部长贝森特在与日本财务大臣片山讨论汇率波动问题时，呼吁采取“稳健的货币政策”，抨击日本加息步伐缓慢。日本经济振兴大臣还表示，政府正在密切关注日元的疲软，并指出日元走软仍通过出口走强提供支持。在货币方面，人们普遍预计日本央行本周将保持利率不变，尽管随着关税相关风险的缓解，政策制定者将讨论恢复加息的条件。与此同时，美国总统特朗普承诺加强美日关系，并赞扬高一首相在东京会晤期间增加国防开支的计划，两位领导人签署了关于贸易和关键矿产的协议，正式确定了高一前任谈判达成的更广泛协议的一部分。

The Japanese yen strengthened toward 152 per dollar on Tuesday, rebounding from near eight-month lows after US Treasury Secretary Bessent called for “sound monetary policy” in a swipe at Japan’s slow pace of rate hikes while discussing currency volatility with Japanese Finance Minister Katayama. Japan’s economic revitalization minister also said the government is closely monitoring the yen’s weakness, noting that a softer currency still provides support through stronger exports. On the monetary front, the BOJ is widely expected to keep interest rates unchanged this week, though policymakers are set to debate conditions for resuming rate hikes as tariff-related risks ease. Meanwhile, US President Trump pledged stronger US-Japan ties and praised PM Takaichi’s plans to boost defense spending during their meeting in Tokyo, where the two leaders signed agreements on trade and critical minerals, formalizing parts of a broader deal negotiated under Takaichi’s predecessor.