日经225指数上涨1%，至36800点左右，而更广泛的东证指数周五上涨0.5%，至2693点，日本股市创下一个月新高，因为投资者降低了对日本央行今年进一步加息的预期。基准指数也有望连续第三周上涨，弥补美国总统唐纳德·特朗普4月2日宣布全面互惠关税引发的所有损失。周四，日本央行将政策利率维持在0.5%不变，并大幅下调了增长和通胀预测，这表明近期加息的可能性较低。其中，东京电子（+1.7%）、三菱重工（+1%）、丰田汽车（+1.6%）、任天堂（+0.8%）和索尼集团（+0.7%）领涨。

The Nikkei 225 Index jumped 1% to around 36,800 while the broader Topix Index gained 0.5% to 2,693 on Friday, with Japanese shares scaling one-month highs as investors dialed back expectations on further interest rate hikes from the Bank of Japan this year. The benchmark indexes are also on track to advance for the third consecutive week, recovering all the losses triggered by US President Donald Trump’s April 2 announcement of his sweeping reciprocal tariffs. On Thursday, the BOJ kept its policy rate unchanged at 0.5% and slashed its growth and inflation forecasts, signaling a lower likelihood of near-term rate hikes. Among notable gainers were Tokyo Electron (+1.7%), Mitsubishi Heavy Industries (+1%), Toyota Motor (+1.6%), Nintendo (+0.8%), and Sony Group (+0.7%).

日元和澳元预测：贸易新闻和美国就业报告是关键。澳元/美元交易员关注零售销售和通胀数据，因为澳大利亚储备银行降息押注有所转移。美国就业数据也可能影响澳元走势。

Japanese Yen and Aussie Dollar Forecasts: Trade News and US Jobs Report Hold the Key.AUD/USD traders eye retail sales and inflation data as RBA rate cut bets shift. US jobs data could also impact Aussie dollar direction.

日本货币基础（年环比）：-4.8%（4月），此前为-3.1%。日本货币基础（年环比）：-4.8%（4月），此前为-3.1%

Japan Monetary Base (YoY): -4.8% (April) vs previous -3.1%.Japan Monetary Base (YoY): -4.8% (April) vs previous -3.1%

2025年3月，日本失业率微升至2.5%，略高于2月份的数字和2.4%的市场预期。失业人数增加5万人，达到173万人，而就业人数减少8万人，降至6808万人。劳动力减少5万人，至6981万人，脱离劳动力增加3万人，达到3994万人。未经季节性调整的劳动力参与率从去年同期的62.8%上升到3月份的63.3%。与此同时，就业与申请比率从2月份的5个月低点1.24上升1.26，略高于普遍预期的1.26。

Japan's unemployment rate edged up to 2.5% in March 2025, slightly above both February's figure and market expectations of 2.4%. The number of unemployed increased by 50 thousand to 1.73 million while employment declined by 80 thousand to 68.08 million. The labor force fell by 50 thousand to 69.81 million, and those detached from the labor force rose by 30 thousand to 39.94 million. The non-seasonally adjusted labor force participation rate increased to 63.3% in March from 62.8% in the same month a year earlier. Meanwhile, the jobs-to-applications ratio went up 1.26 from February's 5-month low of 1.24, slightly above consensus of 1.26.