受日本政治影响，美元/日元缺口扩大，约149.35点。如果高一犯罪，我们和其他人一直在警告日元贬值。这就是我们在亚洲早期看到的，流动性非常薄弱。

USD/JPY gap higher open on the back of Japanese politics, circa 149.35.We've been flagging, along with others, the dell off for yen if Takaichi was to sin. And this is what we've seen in the early hours here in Asia, in very thin liquidity.

2025年10月6日，周一开盘价，外汇指示性价格：高一获胜后日元下跌。美元/日元在149.50左右（请阅读我每周发布的关于“市场流动性非常薄弱……价格容易波动”的警告。

Monday open levels, indicative FX prices, 06 October 2025: Yen lower after Takaichi win.USD/JPY is around 149.50 (please read the caution I post each and every week re "market liquidity is very thin ... prices are liable to swing around".

日本领导人高一获胜可能会推迟而不是破坏日本央行加息。随着高一真苗（Sanae Takaichi）即将成为日本首相，推进扩张主义经济政策，央行本月避免加息的可能性越来越大，尽管如果日元贬值，暂停加息可能不会持续太久。

Takaichi win as Japan leader may delay, not derail, BOJ rate hikes.With Sanae Takaichi set to become Japan's prime minister, advancing expansionist economic policies, chances have risen that the central bank will avoid raising interest rates this month, though the pause may not last if it batters the yen.

日元每周预测：自民党选举结果会在日本央行等待之际刺激日元下跌吗？。随着日本自民党选举获胜，日元将面临审查，这表明日本央行将延长宽松政策，而美联储的降息押注则给美元/日元走势增加了压力。

Japanese Yen Weekly Forecast: Will LDP Election Result Spur Yen Slide as BoJ Awaits?.The yen to face scrutiny as Japan's LDP election win signals prolonged BoJ easing, while Fed rate cut bets add pressure to USD/JPY trends.