由于进口大幅下降，日本的贸易逆差从去年同期的7114亿日元大幅降至2025年8月的2425亿日元，远低于市场预期的5136亿日元。购买量同比下降5.2%，至86677亿日元的6个月低点，这是连续第二个月下降，而预测的降幅为5.2%。与此同时，出口下降了0.1%，这是连续第四次下降，但是连续第三次下降，超过了1.9%的收缩预期，尽管美国广泛的关税持续带来阻力，但仍显示出一定的韧性。

Japan’s trade deficit decreased significantly to JPY 242.5 billion in August 2025 from JPY 711.4 billion in the same month a year earlier, well below market expectations of JPY 513.6 billion, as imports slumped. Purchases fell 5.2% year-on-year to a 6-month low of JPY 8,667.7 billion, marking the second straight monthly decline, compared with forecasts for a 5.2% drop. Meanwhile, exports slipped 0.1%, their fourth consecutive fall but the mildest in the streak, beating estimates of a 1.9% contraction and showing some resilience despite persistent headwinds from broad U.S. tariffs.