日元和澳元预测：日本央行、澳元通胀和美国滞胀成为焦点。澳元/美元关注澳元通胀数据和澳大利亚储备银行信号；物价上涨可能会抑制降息押注，而美国数据可能会使利率差异出现倾斜。

Japanese Yen and Aussie Dollar Forecasts: BoJ, Aussie Inflation and US Stagflation in Focus.AUD/USD eyes Aussie inflation data and RBA signals; rising prices may curb rate cut bets, while US data could tip the rate differential.

周一，日经225指数下跌2%，至40000点以下，东证指数下跌1.8%，至2895点，两个指数均触及近两周低点，日本股市追随华尔街的大幅下跌。此前，美国总统唐纳德·特朗普对多个贸易伙伴征收10%至41%的全面报复性关税，同时美国就业报告低于预期，加深了经济担忧。在国内，投资者正在等待日本央行最新政策会议的纪要，以寻找下一次加息时机的线索。科技股领跌，迪斯科（-3.1%）、Advantest（-2.1%）和东京电子（-1.8%）大幅下跌。金融、工业和消费类股也面临压力，包括三菱UFJ（-4.6%）、藤仓（-1.9%）和丰田汽车（-2.1%）。

The Nikkei 225 fell 2% to below 40,000 and the broader Topix dropped 1.8% to 2,895 on Monday, with both indexes hitting near two-week lows as Japanese shares tracked Wall Street’s sharp decline. The selloff followed US President Donald Trump’s sweeping retaliatory tariffs of 10% to 41% on multiple trading partners, alongside a weaker-than-expected US jobs report that deepened economic concerns. Domestically, investors are awaiting minutes from the Bank of Japan’s latest policy meeting for clues on the timing of the next rate hike. Technology stocks led the downturn, with sharp losses from Disco (-3.1%), Advantest (-2.1%), and Tokyo Electron (-1.8%). Financials, industrials, and consumer stocks also came under pressure, including Mitsubishi UFJ (-4.6%), Fujikura (-1.9%), and Toyota Motor (-2.1%).

日元每周预测：熊市145；关注工资和家庭支出。疲软的美国就业报告拖累美元/日元下跌。交易员现在关注日本央行的意见摘要和工资数据，寻找新的日元走势信号。

Japanese Yen Weekly Forecast: Bears Eye 145; Wages and Household Spending in Focus.A weak US jobs report dragged USD/JPY lower. Traders now eye BoJ's Summary of Opinions and wage data for fresh yen direction signals.

美元/日元价格预测：受美国疲软数据影响，下跌超过2%，跌至147.50以下。美元/日元本周将下跌0.18%，此前美国公布的就业报告低于预期，为避险需求打开了大门，推动日元走高。这一点，再加上美国国债收益率的下降，导致该货币对暴跌2%以上，从150.91左右跌至147.28。

USD/JPY Price Forecast: Slides over 2% on weak US data, tumbles below 147.50.The USD/JPY is set to end the week with losses of 0.18% after a worse-than-expected employment report in the United States (US) opened the gates for safe-haven demand, pushing the Japanese Yen higher. This, along with falling US Treasury yields, sent the pair plummeting more than 2%, from around 150.91 to 147.28.