美元/日元 (USDJPY) 加自选

周一，美元指数徘徊在97.8左右，投资者正在等待美国总统唐纳德·特朗普和乌克兰总统弗拉基米尔·泽连斯基在华盛顿举行的关键会议，同时也在期待本周晚些时候美联储的杰克逊霍尔研讨会。特朗普表示，在周五与俄罗斯总统弗拉基米尔·普京会谈后，他将敦促泽连斯基迅速达成解决方案。虽然会议没有达成停火突破，但普京同意允许美国和欧洲向乌克兰提供强有力的安全保障，作为结束战争的潜在协议的一部分。在货币政策方面，市场预计美联储9月份降息25个基点的可能性为84%，尽管强于预期的生产者通胀和零售销售降低了加息50个基点的可能。美联储主席杰罗姆·鲍威尔预计将在杰克逊霍尔提供进一步指导。

The dollar index hovered around 97.8 on Monday as investors awaited a pivotal meeting in Washington between US President Donald Trump and Ukrainian President Volodymyr Zelenskiy, while also looking ahead to the Federal Reserve’s Jackson Hole symposium later this week. Trump said he would press Zelenskiy to reach a quick settlement following his Friday talks with Russian President Vladimir Putin. While the meeting did not produce a ceasefire breakthrough, Putin agreed to allow the US and Europe to provide Ukraine with robust security guarantees as part of a potential deal to end the war. In monetary policy, markets are pricing in an 84% chance of a 25 basis point Fed rate cut in September, though stronger-than-expected producer inflation and retail sales have reduced the likelihood of a larger 50 basis point move. Fed Chair Jerome Powell is expected to provide further guidance at Jackson Hole.

美元为繁忙的一周地缘政治和美联储讲话做好准备。周一，在美国总统唐纳德·特朗普和乌克兰总统弗拉基米尔·泽连斯基举行关键会议之前，美元出现了波动，而投资者也期待美联储的杰克逊霍尔研讨会提供更多政策线索。

Dollar braces for busy week of geopolitics and Fed speak.The dollar dithered on Monday ahead of a key meeting between U.S. President Donald Trump and his Ukrainian counterpart Volodymyr Zelenskiy, while investors also looked ahead to the Federal Reserve's Jackson Hole symposium for more policy clues.

日经225指数上涨0.3%，至43500点以上，而东证指数周一上涨0.5%，至3122点，在经济和企业业绩稳健的背景下，这两个基准指数均创下历史新高。周五公布的数据显示，尽管面临美国关税的压力，日本经济在第二季度的增长速度仍快于预期，主要得益于净出口。本季度企业盈利也普遍强劲，进一步提振了投资者信心。在全球方面，市场正在关注美国总统唐纳德·特朗普和乌克兰总统弗拉基米尔·泽连斯基即将在华盛顿举行的会议，以推进与俄罗斯的和平谈判，以及美联储一年一度的杰克逊霍尔研讨会，以获取未来利率走势的信号。涨幅较大的公司包括三丽鸥（+3.2%）、三菱重工（+2.1%）和迅销（+1.5%）。

The Nikkei 225 Index rose 0.3% to above 43,500, while the Topix Index gained 0.5% to 3,122 on Monday, with both benchmarks reaching new all-time highs on the back of solid economic and corporate results. Data released Friday showed Japan’s economy grew faster than expected in the second quarter, supported mainly by net exports despite pressures from US tariffs. Corporate earnings have also been broadly robust this season, further boosting investor confidence. On the global front, markets are watching the upcoming meeting in Washington between US President Donald Trump and Ukrainian President Volodymyr Zelenskiy in a bid to advance peace talks with Russia, as well as the Federal Reserve’s annual Jackson Hole symposium for signals on future rate moves. Notable gainers included Sanrio (+3.2%), Mitsubishi Heavy (+2.1%), and Fast Retailing (+1.5%).

特朗普政府扩大了对钢铁和铝进口的50%关税，以涵盖数百种其他产品。在周五的《联邦公报》通知中，商务部工业和安全局表示，美国协调关税表中增加了407个新产品代码，使其必须对其钢铁和铝含量征税。通知澄清说，非钢和非铝部件仍将面临某些国家已经征收的关税。扩大的征税将于8月18日生效。特朗普总统告诉记者，他计划进一步宣布钢铁关税以及针对半导体进口的新征税。

The Trump administration has expanded its 50% tariffs on steel and aluminum imports to cover hundreds of additional products. In a Federal Register notice on Friday, the Commerce Department’s Bureau of Industry and Security said 407 new product codes were being added to the U.S. Harmonized Tariff Schedule, making them subject to duties on their steel and aluminum content. The notice clarified that non-steel and non-aluminum components will still face tariff rates already imposed on goods from certain countries. The expanded levies will take effect today, August 18. President Trump told reporters he planned further announcements on steel tariffs as well as new levies targeting semiconductor imports.