美国总统特朗普：表示与日本保持健康的贸易关系。美国总统特朗普：表示与日本保持健康的贸易关系

US President Trump: Expresses healthy trade relations with Japan.US President Trump: Expresses healthy trade relations with Japan

特朗普访日期间美元/日元下跌。周一，日元走强，推动美元/日元跌破152日元大关。此举可以被视为市场对美国总统唐纳德·特朗普访问日本的反应，特朗普在日本会见了新当选的首相高一。

USD/JPY Declines Amid Trump's Visit to Japan.The Japanese yen strengthened on Monday, pushing the USD/JPY pair below the ¥152 mark. The move can be seen as a market reaction to U.S. President Donald Trump's visit to Japan, where he met with the newly elected Prime Minister, Sanae Takaichi.

日本片山：证实没有与贝松就货币政策方向进行直接会谈。日本片山：证实没有与贝松就货币政策方向进行直接会谈

Japan's Katayama: Confirms no direct talks with Bessent on the direction of monetary policy.Japan's Katayama: Confirms no direct talks with Bessent on the direction of monetary policy

周二，日元兑美元汇率升至152日元，从近八个月低点反弹。此前，美国财政部长贝森特在与日本财务大臣片山讨论汇率波动问题时，呼吁采取“稳健的货币政策”，抨击日本加息步伐缓慢。日本经济振兴大臣还表示，政府正在密切关注日元的疲软，并指出日元走软仍通过出口走强提供支持。在货币方面，人们普遍预计日本央行本周将保持利率不变，尽管随着关税相关风险的缓解，政策制定者将讨论恢复加息的条件。与此同时，美国总统特朗普承诺加强美日关系，并赞扬高一首相在东京会晤期间增加国防开支的计划，两位领导人签署了关于贸易和关键矿产的协议，正式确定了高一前任谈判达成的更广泛协议的一部分。

The Japanese yen strengthened toward 152 per dollar on Tuesday, rebounding from near eight-month lows after US Treasury Secretary Bessent called for “sound monetary policy” in a swipe at Japan’s slow pace of rate hikes while discussing currency volatility with Japanese Finance Minister Katayama. Japan’s economic revitalization minister also said the government is closely monitoring the yen’s weakness, noting that a softer currency still provides support through stronger exports. On the monetary front, the BOJ is widely expected to keep interest rates unchanged this week, though policymakers are set to debate conditions for resuming rate hikes as tariff-related risks ease. Meanwhile, US President Trump pledged stronger US-Japan ties and praised PM Takaichi’s plans to boost defense spending during their meeting in Tokyo, where the two leaders signed agreements on trade and critical minerals, formalizing parts of a broader deal negotiated under Takaichi’s predecessor.