周二，随着投资者重新评估美联储的政策前景，美元走软，日元兑美元汇率从两周低点反弹至147.5。美国的政治不确定性也给美元带来了压力，本周国会为避免9月30日政府关门而举行的资金谈判加剧了市场的紧张情绪。在国内，正如预期的那样，日本央行周五连续第五次将政策利率维持在0.5%。央行表示，经济正在适度复苏，但强调了全球贸易政策的薄弱环节和风险。它还一致同意开始出售ETF和J-REIT资产，暗示资产支持将逐步转变。展望未来，交易员们正在等待日本最新的采购经理人指数和东京通胀数据，以及日本央行7月会议纪要，以获取政策路径的进一步线索。
The yen firmed toward 147.5 per dollar on Tuesday, rebounding from two-week lows as the greenback softened while investors reassessed the Federal Reserve’s policy outlook. Political uncertainty in the US also pressured the dollar, with congressional funding talks this week to avoid a September 30 shutdown adding to market jitters. Domestically, the Bank of Japan held its policy rate at 0.5% for a fifth straight meeting on Friday, as expected. The central bank said the economy is recovering moderately but highlighted areas of weakness and risks from global trade policies. It also unanimously agreed to begin selling ETF and J-REIT holdings, hinting at a gradual shift in asset support. Looking ahead, traders await Japan’s latest PMI and Tokyo inflation data, alongside minutes from the BOJ’s July meeting, for further clues on the policy path.
