周四交易日前,日元兑美元汇率约为146.5,接近美联储降息并暗示今年将进一步放松货币政策近两个月后的最高点。在国内,外汇流入缺乏商品贸易的提振,8月份出口下降0.1%,低于预期,但仍是连续第四个月下降,主要原因是对美国的出口下降13.8%。进口收缩5.2%,较7月份7.4%的下滑有所缓和,但超过了分析师预测的4.1%的下降。在货币政策方面,日本央行预计将在周五将利率稳定在0.5%,因为政策制定者正在权衡包括关税在内的国内外风险。尽管如此,稳定的通胀仍让人们对日本央行今年仍可能收紧政策的猜测挥之不去。
The Japanese yen traded around 146.5 per dollar ahead of Thursday's session, near its strongest almost two months after the Fed cut its rates and signaled further monetary easing for this year. Domestically, forex inflows lacked a boost from goods trade as exports fell 0.1% in August, less than expected but still the fourth consecutive monthly decline, led by a 13.8% drop in shipments to the US. Imports contracted 5.2%, moderating from July’s 7.4% slide yet surpassing the 4.1% decline forecast by analysts. On monetary policy, the Bank of Japan is expected to keep rates steady at 0.5% on Friday as policymakers weigh domestic and external risks, including tariffs. Still, steady inflation maintained lingering bets that the BoJ could still tighten policy this year.