周五，日元兑美元汇率突破147.5，结束了连续两天的下跌，此前日本央行如预期的那样连续第五次将政策利率稳定在0.5%。央行表示，经济正在温和复苏，但指出了疲软领域，并警告全球贸易政策的风险。它还宣布一致决定开始出售其ETF和J-REIT资产。与此同时，数据显示，日本8月份核心通胀率上升2.7%，连续第三个月回落至2024年11月以来的最低水平。日元在前两个交易日下跌了约1%，因为美联储表示前景不如预期温和，美元走强。本周早些时候，美联储宣布降息25个基点，并预计今年将再降息两次，同时表示2026年只降息一次。

The Japanese yen strengthened past 147.5 per dollar on Friday, ending a two-day decline after the Bank of Japan kept its policy rate steady at 0.5% for a fifth consecutive meeting, as expected. The central bank said the economy is recovering moderately but pointed to areas of weakness and warned of risks from global trade policies. It also announced a unanimous decision to begin selling its ETF and J-REIT holdings. Meanwhile, data showed Japan’s core inflation rose 2.7% in August, easing for the third straight month to the lowest since November 2024. The yen had fallen about 1% over the previous two sessions as the dollar firmed after the Federal Reserve signaled a less dovish outlook than anticipated. Earlier this week, the Fed delivered a quarter-point cut and projected two more reductions this year, while indicating just one cut in 2026.