强劲的出口提振了日本央行加息的可能性，因为日本经济复苏步伐加快-综述。今天的日本贸易和投资数据强化了人们的预期，即日本央行准备在本周加息25个基点，因为经济复苏的迹象在上一季度收缩后继续增强。

Strong exports lift BoJ hike odds as Japan recovery gathers pace - recap.Today's Japanese trade and investment data are reinforcing expectations that the Bank of Japan is poised to deliver a 25 basis point rate hike this week, as signs of economic recovery continue to build following last quarter's contraction.

日元预测：随着日本央行加息临近，美元/日元会突破153吗？。日本出口增加，日本央行加息压力逼近美元/日元，美国数据疲软和美联储降息，强化了看跌前景。

Japanese Yen Forecast: Will USD/JPY Break 153 as BoJ Hike Nears?.Rising Japanese exports and a looming BoJ rate hike pressure USD/JPY, with softer US data and Fed cut bets strengthening the bearish outlook.

11月，日本调整后商品贸易差额从之前的42亿日元增至629亿日元。11月，日本调整后商品贸易差额从之前的42亿日元增至629亿日元

Japan Adjusted Merchandise Trade Balance rose from previous ¥-4.2B to ¥62.9B in November.Japan Adjusted Merchandise Trade Balance rose from previous ¥-4.2B to ¥62.9B in November

日本：11月出口同比增长6.1%（预计增长4.8%）10月机器订单同比增长12.5%（预计上涨3.6%）。正如我早些时候所说，日本央行将于明天，即2025年12月18日星期四开始为期两天的会议。周五，我们将在日本央行行长上田的新闻发布会上发布声明：

Japan: Nov exports +6.1%y/y (expected +4.8%) Oct Machine orders +12.5%y/y (expected +3.6%).As I said earlier, the Bank of Japan will begin its two day meeting tomorrow, Thursday, December 18, 2025. On Friday we'll get the statement followed by Bank of Japan Governor Ueda's press conference: