日本央行短观报告后，美元/日元跌破143.60。这不仅仅是一个年的故事，美元几乎也下跌了。日元受到日本央行短观的支撑：日本央行短刊2025年第二季度：大型制造业指数13（vs。

USD/JPY slips under 143.60 after the Bank of Japan Tankan report.This is not just a yean story, the dollar has dipped almost across the baord also. Yen supported by the Bank of Japan Tankan : BOJ Tankan Q2 2025: Large Manufacturing Index 13 (vs.

日本银行的大型制造商指数在2025年第二季度从上一时期的一年低点12微升至13，超过了市场预测的10，因为经济正在应对美国关税的上涨。生产纸浆和造纸（第二季度为29比18）、化学品（14比13）、石油和煤炭（9比0）、钢铁（-3比-18）、面向商业的机械（22比19）和有色金属（16比15）的公司的信心有所改善。与此同时，纺织品（0）、食品和饮料（8）、电机（11）和造船和重型机械（27）生产商的情绪保持稳定。相比之下，加工金属（-3比3）、通用机械（23比27）、生产机械（15比17）和机动车（8比13）制造商的信心减弱。与此同时，大公司计划在第二季度将资本支出增加11.5%，与第一季度3.5%的增长相比大幅加速，标志着1年半以来最快的扩张。

The Bank of Japan’s index for large manufacturers edged up to 13 in Q2 2025 from a one-year low of 12 in the previous period, beating market forecasts of 10, as the economy navigates through rising U.S. tariffs. Confidence improved among firms producing pulp & paper (29 vs 18 in Q2), chemicals (14 vs 13), petroleum and coal (9 vs 0), iron & steel (-3 vs -18), business-oriented machinery (22 vs 19), and non-ferrous metals (16 vs 15). At the same time, sentiment remained stable for producers of textiles (at 0), food & beverages (at 8), electrical machinery (at 11), and shipbuilding & heavy machinery (at 27). In contrast, confidence weakened for manufacturers of processed metals (-3 vs 3), general-purpose machinery (23 vs 27), production machinery (15 vs 17), and motor vehicles (8 vs 13). Meanwhile, large firms planned to increase capital expenditure by 11.5% in Q2, a sharp acceleration from a 3.5% growth in Q1 and marking the fastest expansion in 1-1/2 years.

日本央行短观报告即将发布，以下是路透社的业绩预览。路透社短观指数在日本央行发布季度报告之前提供了评估日本商业情绪的月度快照。2025年第二季度的数据显示：

The Bank of Japan Tankan report is due soon, here are the Reuters results as a preview.The Reuters Tankan Index provides a monthly snapshot assessing Japanese business sentiment ahead of the Bank of Japan's quarterly report. For Q2 2025, the data shows:

ICYMI-特朗普通过采访和社交媒体暗示对日本征收更多关税。虽然特朗普似乎忘记了日本首相的名字，但他在社交媒体应用程序上进一步暗示了对日本进口商品的更多征税：

ICYMI - Trump hints at more tariffs on Japan via interview and on his social media outlet.While Trump appeared to forget the name of Japan's PM he followed up on his social media app with further hints of more impositions on Japanese imports: