日本国债收益率攀升，日本央行加息押注增加，日元风险引发利差释放。在本应平静的亚洲交易时段，日本仍然是关注的焦点，交易员们关注的是日本国债收益率的持续攀升。10年期基准指数今天飙升至18年来的新高，似乎很快就会挑战2%的心理关口，这一升级对全球市场来说越来越难以忽视。

JGB Yields Climb, BoJ Hike Bets Rise, and Yen Risks Triggering Carry Unwind.Japan remains the center of attention in an otherwise quiet Asian session, with traders focused on the relentless climb in JGB yields. The 10-year benchmark surged to a fresh 18-year high today and appears poised to challenge the psychological 2% handle soon, an escalation that is increasingly difficult for global markets to ignore.

印度央行下调利率，理由是经济数据疲软。印度央行周三将基准政策利率下调25个基点至5.25%，与经济学家的预期相符。印度储备银行行长Sanjay Malhotra表示，印度储备银行货币政策委员会一致宣布降息，理由是“一些关键经济指标疲软”。

India's Central Bank lowers rates, citing weak pockets in economic data.India's central bank lowered its benchmark policy rate by 25 basis points to 5.25% on Wednesday, matching expectations from economists. The Reserve Bank of India's monetary policy committee delivered the reduction unanimously, citing “weakness in some key economic indicators,” according to RBI governor Sanjay Malhotra.

日本10月份家庭支出同比下降3.0%，令人对复苏的力度产生怀疑。10月份，日本家庭支出同比大幅下降3.0%，远低于1.1%的同比增长预期，这是自2024年1月以来的最大降幅。这也是六个月来首次出现年度下降。

Japan household spending slumps -3.0% yoy in October, casting doubt over strength of recovery.Japan's household spending fell sharply by -3.0% yoy in October, far below expectations for 1.1% yoy increase, and marking the steepest decline since January 2024. It was also the first annual drop in six months.

美元指数（DXY）仍接近数周低点，约为99.00，领先于美国个人消费支出数据。美元指数（DXY）仍接近数周低点，约为99.00，领先于美国个人消费支出数据

US Dollar Index (DXY) remains close to multi-week low, around 99.00 ahead of US PCE data.US Dollar Index (DXY) remains close to multi-week low, around 99.00 ahead of US PCE data