日元预测：美元/日元接近中美贸易协议的突破。随着美中贸易协议提振风险情绪，日元走软。美联储和日本央行的决定加上关税谈判可能会使美元/日元走向155。

Japanese Yen Forecast: USD/JPY Nears Breakout on US-China Trade Deal.Yen weakens as US-China trade deal lifts risk sentiment. Fed and BoJ decisions plus tariff talks could set USD/JPY trajectory toward 155.

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Top U.S. and Chinese negotiators said they reached a consensus on key disputes, paving the way for Presidents Donald Trump and Xi Jinping to meet later this week and finalize a trade deal aimed at easing tensions. After two days of talks in Malaysia, officials announced that both sides had agreed on issues including export controls, fentanyl, and shipping levies. U.S. Treasury Secretary Scott Bessent told CBS News that Trump’s threat of 100% tariffs on Chinese goods “is effectively off the table,” adding that China would make “substantial” soybean purchases and delay its rare-earth export controls “for a year while they re-examine it.” He said the leaders are expected to extend the tariff truce, resolve differences over TikTok, and secure rare-earth supplies vital to high-tech industries. Bessent also noted that Trump and Xi plan to discuss a global peace initiative, with Trump hoping to enlist Xi’s help in ending Russia’s war in Ukraine.

白宫周日表示，美国和越南将在未来几周内敲定一项贸易协议，该协议将对大多数越南商品保留20%的关税，但对选定产品的关税将在稍后确定。作为回报，越南承诺给予大多数美国商品“优惠准入”。双方就“互惠、公平和平衡”的贸易框架达成一致，并将在解决非关税壁垒方面进行合作。根据协议，越南将承认美国机动车安全和排放标准，放宽美国医疗器械的进口许可，并简化美国药品的监管审批。它还将全面履行主要国际知识产权条约规定的义务。

The U.S. and Vietnam will finalize a trade agreement in the coming weeks that keeps 20% tariffs on most Vietnamese goods but lifts duties on selected products to be determined later, the White House said Sunday. In return, Vietnam pledged to grant “preferential access” to most U.S. goods. Both sides agreed on a framework for “reciprocal, fair and balanced” trade and will cooperate on addressing non-tariff barriers. Under the deal, Vietnam will recognize U.S. motor vehicle safety and emissions standards, ease import licensing for U.S. medical devices, and streamline regulatory approvals for American pharmaceuticals. It will also fully implement its obligations under key international intellectual property treaties.

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US stock futures advanced on Monday as investors geared up for a pivotal week featuring an expected Federal Reserve interest rate cut, major tech earnings, and a high-stakes meeting between President Donald Trump and Chinese President Xi Jinping. Those moves came after the major averages reached new record highs last week, with the Dow, S&P 500 and Nasdaq Composite gaining between 1.92% to 2.31%. Markets have nearly fully priced in a quarter-point rate reduction after Friday’s cooler-than-expected inflation data. Traders also awaited earnings from leading tech firms including Apple, Amazon, Alphabet, Meta, and Microsoft. On the trade front, the Trump-Xi meeting in South Korea on Thursday is seen as a potential turning point following productive weekend talks, with US and Chinese negotiators reportedly resolving several contentious issues, fueling optimism that the two largest economies could avert a deeper trade conflict.