美元回落，交易员持看跌态度：欧元/美元、英镑/美元、美元/加元、美元/日元分析。昨天的非农就业报告没有为美元提供可持续的支持。

U.S. Dollar Pulls Back As Traders Stay Bearish: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.Yesterday's Non Farm Payrolls report did not provide sustainable support to the American currency.

周五，日元升值至144日元兑1美元，弥补了前一交易日的损失，因为强于预期的经济数据强化了人们对日本央行采取更强硬立场的预期。5月份家庭支出同比增长4.7%，从4月份0.1%的下降大幅反弹，超过了1.2%的增长预期。这一增长反映了东京加大了刺激国内消费的力度。日元也受到美元走软的支撑，由于对关税政策的担忧再次打压市场情绪，美元走软。唐纳德·特朗普总统宣布计划开始就贸易问题发出信函，可能设定单边关税税率。特朗普此前曾威胁要对日本商品征收高达35%的关税，理由是对日本有限购买美国大米和汽车的不满。

The Japanese yen appreciated toward 144 per dollar on Friday, recouping losses from the previous session as stronger-than-expected economic data reinforced expectations of a more hawkish stance from the Bank of Japan. Household spending jumped 4.7% year-over-year in May, sharply rebounding from a 0.1% decline in April and beating forecasts for a 1.2% gain. The increase reflects Tokyo’s intensified efforts to stimulate domestic consumption. The yen also drew support from a softer US dollar, which weakened as renewed concerns over tariff policy weighed on sentiment. President Donald Trump announced plans to begin issuing letters on trade matters, potentially setting unilateral tariff rates. Trump has previously threatened to impose tariffs of up to 35% on Japanese goods, citing dissatisfaction with Japan’s limited purchases of American rice and automobiles.

日经225指数微涨0.06%，收于39811点，而周五大盘东证指数下跌0.04%，收于2828点，两个指数收盘基本持平，因对美国关税政策的担忧再次抑制了投资者情绪。唐纳德·特朗普总统宣布计划开始就贸易问题发出信函，可能设定单边关税税率后，市场谨慎情绪加剧。特朗普此前曾威胁要将日本商品的关税提高35%，理由是对日本有限进口美国大米和汽车的不满。在国内方面，由于东京加大了刺激消费的力度，日本5月份家庭支出同比增长4.7%，大幅反弹并超出预期。交易喜忧参半，Advantest（+1.4%）和三菱UFJ（+1.5%）显著上涨，而Disco（-2.2%）和藤仓（-2.4%）领跌。本周，日经指数下跌0.85%，东证指数下跌0.44%。

The Nikkei 225 edged up 0.06% to close at 39,811, while the broader Topix slipped 0.04% to 2,828 on Friday, with both indexes ending the session virtually flat as renewed concerns over US tariff policy dampened investor sentiment. Market caution intensified after President Donald Trump announced plans to begin issuing letters on trade matters, potentially setting unilateral tariff rates. Trump has previously threatened to raise tariffs on Japanese goods by up to 35%, citing dissatisfaction with Japan’s limited imports of American rice and automobiles. On the domestic front, household spending in Japan rose 4.7% year-over-year in May, rebounding sharply and exceeding expectations, as Tokyo ramped up efforts to boost consumption. Trading was mixed, with notable gains from Advantest (+1.4%) and Mitsubishi UFJ (+1.5%), while Disco (-2.2%) and Fujikura (-2.4%) led losses. For the week, the Nikkei declined 0.85% and the Topix fell 0.44%.

日元盘中小幅上涨；美元/日元跌破144.00中位，因美元走软。日元（JPY）在盘中上涨的基础上继续上涨，再加上美元（USD）的小幅下跌，在周五的亚洲交易时段将美元/日元对拉回144.00美元以下。日本今天早些时候公布的强劲家庭支出数据重振了日本央行（BoJ）的加息押注，并为日元提供了适度的提振。

Japanese Yen adds to modest intraday gains; USD/JPY slides below mid-144.00 amid softer USD.The Japanese Yen (JPY) builds on its intraday ascent, which, along with a modest US Dollar (USD) downtick, drags the USD/JPY pair back below mid-144.00s during the Asian session on Friday. Strong Household Spending data released earlier today from Japan revives Bank of Japan (BoJ) rate hike bets and provides a modest lift to the JPY.