美元/日元 (USDJPY) 加自选

美元/日元延续涨势，因强劲的美国采购经理人指数抵消了疲软的消费者价格指数数据。美元/日元延续涨势，因强劲的美国采购经理人指数抵消了疲软的消费者价格指数数据

USD/JPY extends gains as strong US PMI offsets softer CPI data.USD/JPY extends gains as strong US PMI offsets softer CPI data

日元疲软，G10在平静的交易中表现不佳–丰业银行。日元疲软，G10在平静的交易中表现不佳–丰业银行

JPY soft and underperforming G10 in quiet trade – Scotiabank.JPY soft and underperforming G10 in quiet trade – Scotiabank

密歇根大学对美国的消费者信心从9月份的初步55和55.1下调至2025年10月的53.6。这是五个月来的最低读数，当前状况（58.6比61）和预期指标（50.3比51.2）均下调。与此同时，未来一年的通胀预期从4.7%降至4.6%，与最初的估计一致。然而，5年展望从最初估计的3.7%和上个月的3.7%上调至3.9%。消费者调查总监Joanne Hsu表示：“目前的个人财务状况略有上升，而预期的个人财务却有所下降。总体而言，消费者认为上个月经济形势几乎没有实质性变化；通货膨胀和高物价仍然是消费者最关心的问题。本月几乎没有证据表明消费者将联邦政府停摆与经济联系起来”。

The University of Michigan consumer sentiment for the US was revised lower to 53.6 in October 2025 from a preliminary of 55 and 55.1 in September. It is the lowest reading in five months, with both current conditions (58.6 vs 61) and expectations gauge (50.3 vs 51.2) revised down. Meanwhile, inflation expectations for the year-ahead declined to 4.6% from 4.7%, in line with the first estimate. The 5-year outlook however, was revised up to 3.9% from 3.7% in the initial estimate and 3.7% in the previous month. "Current personal finances inched up, while expected personal finances receded. Overall, consumers perceive few material changes in economic circumstances from last month; inflation and high prices remain at the forefront of consumers’ minds. There was little evidence this month that consumers connect the federal government shutdown to the economy", according to Surveys of Consumers Director Joanne Hsu.

根据密歇根大学的调查，美国未来一年的通胀预期连续第二个月下降，从9月份的4.7%降至2025年10月的4.6%，证实了初步数据。与此同时，10月份五年通胀前景被上调至3.9%的四个月高点，而最初估计为3.7%。

The year-ahead inflation expectations in the United States, as compiled by the survey of the University of Michigan, eased for the second month to 4.6% in October 2025, from 4.7% in September, confirming preliminary figures. Meanwhile, the five-year inflation outlook was revised higher to a four-month high of 3.9% in October, compared to the initial estimate of 3.7%.