尽管欧洲央行持谨慎立场，但欧元/日元仍跌至176.50附近。尽管欧洲央行持谨慎立场，但欧元/日元仍跌至176.50附近

EUR/JPY loses traction to near 176.50 despite ECB's cautious stance.EUR/JPY loses traction to near 176.50 despite ECB's cautious stance

日本首相高一在关键小组中加入安倍经济学式的刺激方案倡导者。日本首相高一已召集通货再膨胀主义经济学家和大额支出倡导者组成高层经济小组，这表明随着日本新政府努力恢复增长并保持政策宽松，将回归安倍经济学式的刺激措施。

Japan PM Takaichi fills key panels with Abenomics-style stimulus advocates.Prime Minister Sanae Takaichi has stacked top economic panels with reflationist economists and big-spending advocates, signalling a return to Abenomics-style stimulus as Japan's new government pushes to revive growth and keep policy loose.

日本首相Takaichi在小组中提出了大笔支出的主张。日本主张扩张性财政政策的通货再膨胀主义者正在经济决策中卷土重来，首相高一亲自挑选了一些人填补关键政府小组的职位。

Japan PM Takaichi fills panel posts with advocates of big spending.Japan's reflationist advocates of expansionary fiscal policy are making a comeback in economic decision-making with some hand-picked by Prime Minister Sanae Takaichi to fill posts in key government panels.

周五，日元汇率接近153，保持了前一交易日的涨幅，因为对人工智能估值过高的担忧加剧，引发了广泛的避险浪潮，提振了对避险货币的需求。日元也受到美元走软的支撑，此前美国劳动力市场降温的迹象增强了人们对美联储近期降息的预期。在日本，9月份家庭支出增长1.8%，较8月份的2.3%有所回落，低于2.5%的预期。早些时候的数据显示，9月份名义工资增长1.9%，高于8月份的1.5%，这得益于稳定的基本工资和适度的加班增长。然而，工资增长继续落后于通货膨胀，实际工资同比下降1.4%，标志着连续第九个月下降。日本央行行长上田和夫表示，在央行上周保持政策不变后，2026年的工资前景对于决定何时恢复紧缩政策至关重要。

The Japanese yen traded near 153 on Friday, holding gains from the previous session as a broad risk-off wave, triggered by mounting concerns over stretched AI valuations, lifted demand for the safe-haven currency. The yen also drew support from a weaker dollar after signs of a cooling US labor market strengthened expectations for a near-term Federal Reserve rate cut. In Japan, household spending rose 1.8% in September, easing from a 2.3% gain in August and missing forecasts of 2.5%. Earlier data showed nominal wages increased 1.9% in September, up from 1.5% in August, supported by steady base pay and modest overtime growth. However, wage gains continued to lag inflation, with real wages down 1.4% year-on-year, marking a ninth consecutive monthly decline. Bank of Japan Governor Kazuo Ueda said the 2026 wage outlook will be crucial in determining when to resume tightening after the central bank kept policy unchanged last week.