周五，日元兑美元汇率跌至153.5左右，在数据显示9月份家庭支出增长1.8%，低于8月份的2.3%，且未达到2.5%的预期后，削减了前一交易日的涨幅。早些时候的数据还显示，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此前表示，在央行上周保持政策不变后，2026年的工资前景将是决定何时恢复紧缩的关键。周四，日元走强，因为广泛的避险情绪提振了对避险资产的需求，而美元走弱，受美国劳动力市场降温迹象的推动，支撑了对美联储近期降息的预期。

The Japanese yen weakened to around 153.5 per dollar on Friday, paring gains from the previous session after data showed household spending rose 1.8% in September, slowing from a 2.3% increase in August and missing forecasts of 2.5%. Earlier data also indicated that wage growth continued to trail inflation, with real wages falling 1.4% year-on-year, marking the ninth straight monthly decline. Bank of Japan Governor Kazuo Ueda previously stated the 2026 wage outlook will be key in deciding when to resume tightening after the central bank left policy unchanged last week. The yen had strengthened on Thursday as broad risk-off sentiment boosted demand for safe-haven assets and a weaker dollar, driven by signs of a cooling US labor market, supported expectations for a near-term Federal Reserve rate cut.