周一,日元兑美元汇率升至147.5左右,收复了上周的部分失地,因为市场将注意力转向了日本央行的政策会议。人们普遍预计日本央行将把利率稳定在0.5%,因为官员们正在权衡国内逆风和全球风险,包括美国关税的影响。交易员们也在等待新的贸易数据,预计进出口将保持低迷,以及通胀数据,核心CPI预计将放缓至2.7%,为2024年11月以来的最低水平。从外部来看,预计美联储本周将降息25个基点,最近的美国数据表明劳动力状况疲软,通胀放缓。与此同时,由于日本投资者庆祝国庆节,交易量可能仍然很小。
The yen strengthened to around 147.5 per dollar on Monday, recovering part of last week’s losses as markets turned their focus to the Bank of Japan’s policy meeting. The BOJ is widely expected to leave rates steady at 0.5% as officials weigh domestic headwinds and global risks, including the effects of US tariffs. Traders also await fresh trade data, with both exports and imports projected to stay subdued, as well as inflation figures, where core CPI is forecast to slow to 2.7%, the lowest since November 2024. Externally, the Federal Reserve is anticipated to deliver a 25 basis point rate cut this week, with recent US data signaling softer labor conditions and muted inflation. Meanwhile, trading volumes are likely to remain light as Japanese investors observe a national holiday.