日本气象厅在堪察加地震后发布海啸警报。这场地震正在该地区回荡，日本已经发布了太平洋海岸线的海啸预警，称海浪可能高达3.3英尺。局势的影响正在迅速加剧，夏威夷希洛国际机场的商业航班现在也暂停，以支持岛上的紧急疏散。

Japan Meteorological Agency issues tsunami warnings after Kamchatka earthquake.The earthquake is one that is reverberating through the region with Japan having already issued a tsunami advisory for the Pacific coastline, saying waves could reach heights up to 3.3 feet. The impact of the situation is quickly gathering pace, with commercial flights at Hilo International Airport in Hawaii also being suspended now to support emergency evacuations on the islands.

周三，日本10年期政府债券收益率跌至1.56%左右，触及一周低点，因为投资者在日本央行即将召开的政策会议之前持谨慎态度。人们普遍预计日本央行将保持利率不变，因为最近美国关税的经济影响仍存在不确定性。然而，央行可能会在其季度展望中上调通胀预测，反映出持续的价格压力。市场也将密切关注日本央行债券购买指导的任何调整，这可能会影响未来的收益率动态。上周，在美国和日本敲定了一项对日本出口征收15%关税的贸易协议后，日本政府债券收益率攀升，低于唐纳德·特朗普总统最初提出的25%。与此同时，东京7月份的通胀数据仍远高于日本央行2%的目标，这增强了人们对政策制定者可能在未来几个月考虑收紧政策的预期。

Japan’s 10-year government bond yield slipped to around 1.56% on Wednesday, hitting a one-week low, as investors positioned cautiously ahead of the Bank of Japan’s upcoming policy meeting. The BOJ is widely expected to leave interest rates unchanged amid ongoing uncertainty over the economic impact of recent US tariffs. However, the central bank is likely to raise its inflation forecast in its quarterly outlook, reflecting persistent price pressures. Markets will also be watching closely for any tweaks to the BOJ’s bond purchase guidance, which could affect future yield dynamics. Last week, Japanese government bond yields climbed after the US and Japan finalized a trade deal imposing a 15% tariff on Japanese exports, lower than the 25% initially proposed by President Donald Trump. Meanwhile, Tokyo’s July inflation reading remained well above the BOJ’s 2% target, reinforcing expectations that policymakers may consider tightening policy in the coming months.

周三，日元升值至148日元兑1美元，弥补了本周早些时候的一些损失，因为美元在美联储宣布政策之前下跌。人们普遍预计美联储将保持利率不变，尽管市场关注的是9月份降息的潜在信号。投资者还评估了在斯德哥尔摩举行的美中贸易谈判的结果，该谈判于周二结束，目前的休战期没有延长。在国内方面，市场参与者展望了日本央行的政策决定，预计随着官员们衡量美国关税的经济影响，利率将保持稳定。预计日本央行也将在其季度展望中上调通胀预测。与此同时，政治不确定性依然存在，要求石破茂首相下台的呼声越来越高。然而，石破茂重申了他继续任职的承诺。

The Japanese yen appreciated toward 148 per dollar on Wednesday, recouping some losses from earlier in the week as the US dollar retreated ahead of the Federal Reserve’s policy announcement. The Fed is widely expected to keep interest rates unchanged, though markets are focused on potential signals pointing to a rate cut in September. Investors also assessed the outcome of US-China trade talks in Stockholm, which ended Tuesday without an extension of the current truce. On the domestic front, market participants looked ahead to the Bank of Japan’s policy decision, with expectations for rates to remain steady as officials gauge the economic impact of US tariffs. The BOJ is also expected to revise its inflation forecast higher in its quarterly outlook. Meanwhile, political uncertainty lingered, with mounting calls for Prime Minister Shigeru Ishiba to step down. Ishiba, however, reiterated his commitment to stay in office.

日元和澳元预测：澳元通胀和美联储引发波动。日本央行、澳大利亚储备银行和美联储成为关注焦点，因为美元/日元和澳元/美元对利率决策、通胀趋势和推动市场波动的关键美国经济数据做出了回应。

Japanese Yen and Aussie Dollar Forecasts: Aussie Inflation and the Fed to Trigger Volatility.BoJ, RBA, and Fed in focus as USD/JPY and AUD/USD respond to rate decisions, inflation trends, and key US economic data driving market volatility.