英镑/日元 (GBPJPY) 加自选

USD/JPY技术：日元预计将从5个月区间对美元出现中期牛市突破。在过去的四周里，美元兑几种主要货币大幅下跌，如欧元，欧元兑美元在9月16日星期二反弹至4年来的峰值，但美元兑日元的看跌势头滞后（见图1）。

USD/JPY Technical: Yen Eyeing a Medium-Term Bullish Breakout Against USD from a 5-month Range.In the last four weeks, the US dollar has weakened significantly against several major currencies, such as the euro, which rallied to a 4-year peak against the greenback on Tuesday, 16 September, but the bearish momentum of the US dollar has lagged against the Japanese yen (see Fig. 1).

通胀和日本央行会议前日元表现喜忧参半。在日本9月16日至17日格林尼治标准时间隔夜报告贸易逆差明显低于预期后，日元兑美元等一些货币总体上涨，而兑欧元和英镑等其他货币则下跌。

Mixed Performance by the Yen Ahead of Inflation and the BoJ's Meeting.After Japan reported a significantly smaller trade deficit than expected overnight GMT 16-17 September, the yen has gained overall against some currencies like the US dollar while losing ground against others like the euro and pound sterling.

美元/日元预测：FOMC之前收益率持续疲软。美国债券收益率呈下降趋势，但周三上半月美元交易喜忧参半，兑日元和人民币下跌，兑大多数其他货币反弹。因此，美元指数有点稳定，在周二下跌后保持在7月低点96.37上方。

USD/JPY forecast: Yields weakness persists ahead of FOMC.US bond yields were heading lower, but the US dollar was trading mixed in the first half of Wednesday session, falling against the yen and yuan, and rebounding against most other currencies. The Dollar Index was therefore a little steady, holding above the July low of 96.37 after Tuesday's drop.

英国通胀率保持在3.8%不变，英镑大幅下跌。今天的通胀报告严肃地提醒人们，英国的通胀仍然根深蒂固。8月份CPI保持不变，同比增长3.8%，与普遍预期相符，为2024年1月以来的最高水平。

UK Inflation Unchanged at 3.8%, Pound Shrugs.Today's inflation report was a dour reminder that UK inflation remains entrenched. CPI for August was unchanged at 3.8% y/y, matching the consensus and its highest level since January 2024.