周五，日元兑美元汇率从盘中早些时候触及的四个月低点150.9飙升至148.3，此前美国疲软的劳动力数据引发美元下跌。与此同时，美国总统特朗普今天对日本商品征收15%的关税，此前贸易协议将美国的关税从25%降低。特朗普重申了10%的全球关税，并对没有最终达成贸易协议的国家征收高达41%的高额互惠税，同时对转运货物征收40%的关税。与此同时，日本央行周四维持利率不变，但上调了本财年的通胀预期。政策制定者保持谨慎的基调，理由是对潜在通胀暂时下降的预期以及全球贸易风险的不确定性加剧

The Japanese yen surged to 148.3 per dollar on Friday from the four-month low of 150.9 touched earlier in the session after weak labor data in the US triggered a slide in the greenback. In the meantime, US President Trump today enforced tariffs of 15% on Japanese goods following the trade deal that lowered US tariffs from 25%. Trump reaffirmed a 10% global tariff and introduced steep reciprocal levies of up to 41% on countries without finalized trade deals, along with a 40% tariff on transshipped goods. Meanwhile, the Bank of Japan kept interest rates unchanged on Thursday but raised its inflation forecast for the current fiscal year. Policymakers maintained a cautious tone, citing expectations of a temporary dip in underlying inflation and heightened uncertainty over global trade risks