日本央行行长上田和首相讨论政策——NFP前突破水平，美元兑日元汇率保持高位。美元兑日元是最不稳定的外汇对之一，由于交易员转向金属，黄金创下历史新高，白银创下新纪录，美元兑日元仍保持在窄幅区间内。

USDJPY Stays Capped as BoJ Governor Ueda and PM Discuss Policy – Pre-NFP Breakout Levels.USDJPY, one of the most volatile FX pairs is still holding within a tight range as traders turn to metals with Gold making new all-time highs and Silver racing towards a fresh record.

周四，日元兑美元汇率超过148，从前一交易日的下跌中恢复过来，因为美国疲软的就业数据增强了对美联储降息的预期，导致美元下跌。在国内方面，日本央行行长上田和夫周三重申，如果经济增长和通胀如预期般发展，该行对加息的政策立场将保持不变。投资者现在等待周五的工资数据，以获得进一步的政策指导。尽管如此，周三日元仍短暂触及一个月低点，因政治不确定性打压市场情绪。日本首相石破茂的亲密盟友、执政党秘书长森山浩宣布辞职，随着选举受挫后压力的增加，引发了人们对石破茂未来的猜测。在接替他的主要竞争者中，高一真惠被视为支持持续的低利率。

The Japanese yen strengthened past 148 per dollar on Thursday, recovering from the prior session’s losses as the greenback retreated after soft US jobs data reinforced expectations of Federal Reserve rate cuts. On the domestic front, Bank of Japan Governor Kazuo Ueda reiterated Wednesday that the bank’s policy stance on rate hikes remains unchanged if growth and inflation progress as anticipated. Investors now await Friday’s wage data for further policy guidance. Still, the yen briefly touched a one-month low on Wednesday as political uncertainty weighed on sentiment. Ruling party secretary general Hiroshi Moriyama, a close ally of Prime Minister Shigeru Ishiba, announced his resignation, fueling speculation over Ishiba’s future as pressure mounts following an election setback. Among the leading contenders to succeed him, Sanae Takaichi is viewed as favoring continued low interest rates.

日经225指数上涨1.1%，至42400点以上，而周四更广泛的东证指数上涨0.7%，至3070点，从前一交易日的下跌中反弹，并追随华尔街科技股的反弹。谷歌母公司在反垄断案中避免分拆后，Alphabet和苹果股价飙升，尽管对全球经济的持续担忧使市场情绪保持谨慎。债券收益率的回落也提振了股市，日本10年期国债收益率从17年高点回落。周三，日本央行行长上田和夫重申，如果经济增长和通胀如预期般发展，该行对加息的立场将保持不变。投资者现在等待周五的工资数据，以获得进一步的政策线索。涨幅最大的公司包括藤仓（5%）、软银集团（3.9%）、Advantest（2.5%）、东京电力（2.4%）和迅销（2.3%）。

The Nikkei 225 Index climbed 1.1% to above 42,400 while the broader Topix Index added 0.7% to 3,070 on Thursday, rebounding from the prior session’s losses and tracking a tech-driven rally on Wall Street. Gains came as Alphabet and Apple surged after Google’s parent avoided a breakup in an antitrust case, though lingering concerns over the global economy kept sentiment cautious. A retreat in bond yields also lifted equities, with Japan’s 10-year yield pulling back from 17-year highs. On Wednesday, Bank of Japan Governor Kazuo Ueda reiterated that the bank’s stance on rate hikes remains intact if growth and inflation unfold as expected. Investors now await Friday’s wage data for further policy clues. Leading gainers included Fujikura (5%), SoftBank Group (3.9%), Advantest (2.5%), Tokyo Electric Power (2.4%) and Fast Retailing (2.3%).

随着JOLT职位空缺的减少，美元回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。由于JOLT的报告未达到分析师的预期，美元面临压力。

U.S. Dollar Pulls Back As JOLTs Job Openings Drop: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is under pressure as JOLTs report missed analyst expectations.