日本在美国的5500亿美元投资计划将只占股权投资的1-2%。日本官员在接受NHK采访时表示，日本已同意在美国投资5500亿美元，以确保降低对日本出口产品的关税。

Japan USD550bn investment initiative in the US will only have 1 - 2% of equity investement.Japan has agreed to a $550 billion investment initiative in the United States in order to secure reduced tariffs on Japanese exports, according to Japanese officials speaking to NHK.

日本交易推动美联储和日本央行政策更新前的反弹。上周的大新闻是美国和日本之间出人意料的贸易协议。该协议将把日本进口商品的拟议关税从25%降至15%。

Japan Deal Fuels Rally Before Fed and BoJ Policy Updates.The big news last week was a surprise trade deal between the U.S. and Japan. The agreement will lower proposed tariffs on Japanese imports from 25% to 15%.

日本首相石破茂宣布，尽管执政的自民党在7月20日的上议院选举中遭遇挫折，要求其辞职的压力越来越大，但他仍打算留任。石破茂在接受日本国家广播公司NHK采访时强调，“我打算献身于人民和国家的未来”，并强调他有责任实施最近宣布的美日贸易协议。选举失利标志着一个历史性的转变——自民党失去了上议院的多数席位，这是自1955年以来的首次。石破茂定于今天晚些时候向自民党议员发表讲话，呼吁有人为这次失败负责。尽管上周媒体报道称石破茂准备下台，但他迅速驳斥了这一说法。当被问及是否重新考虑了留下来的决定时，他明确表示“不”

Japanese Prime Minister Shigeru Ishiba declared his intention to remain in office despite mounting pressure from within the ruling Liberal Democratic Party (LDP) to resign after its setback in the July 20 upper house elections. Ishiba emphasized in an interview with national broadcaster NHK, “I intend to devote myself to the people and the future of the country,” and underscored his duty to implement the recently announced US-Japan trade deal. The election loss marked a historic shift—the LDP lost its majority in the upper house, the first such instance since 1955. Ishiba is scheduled to address LDP lawmakers later today, amid calls for someone to take responsibility for the defeat. While media reports last week suggested Ishiba was preparing to step down, he promptly refuted the claims. Asked if he had reconsidered his decision to stay, he responded with a clear “no.”

美元兑日元展望：2026年6月美元中期下跌美元/日元预测136。美元兑日元（USD/JPY）汇率本周跌至略低于146.0的低点，随后在美国国债收益率回升的情况下反弹至148.0附近。瑞银指出，短期内美元有可能净增，但预计任何反弹都会抛售至接近150.0美元。

US Dollar to Yen Outlook: Medium-Term Dollar Losses, June 2026 USD/JPY Forecast 136.The Dollar to Yen (USD/JPY) exchange rate dipped to lows just below 146.0 this week before a rebound to near 148.0 amid a recovery in US yields. UBS notes the possibility of net dollar gains in the short term, but it expects selling on any rallies to near 150.0.