美元/日元跳高至155.50附近，因美元表现优异，日本央行决定。美元/日元跳高至155.50附近，因美元表现优异，日本央行决定

USD/JPY jumps higher to near 155.50 as US Dollar outperforms, BoJ decision eyed.USD/JPY jumps higher to near 155.50 as US Dollar outperforms, BoJ decision eyed

日本央行预测：加息已成定局，日元下一步将如何（进一步升值）？。日本央行加息已完全定价，正常化将继续：市场认为日本央行加息25个基点至0.75%的可能性约为94%，这得益于强劲的工资增长、消费者信心的改善和强烈的短观情绪，预示着到2026年将进一步逐步收紧政策。

BoJ Preview: Interest Rate Hike Baked in, What's Next for JPY (Further Appreciation)?.BoJ hike is fully priced, normalization to continue: Markets assign a ~94% probability to a 25bp BoJ hike to 0.75%, backed by firm wage growth, improving consumer confidence, and strong Tankan sentiment—pointing to further gradual tightening into 2026.

日本五个月来首次出现贸易顺差，对美出口反弹。日本11月的贸易数据令人惊喜，出口同比增长6.1%，达到9.72万亿日元，超过了4.8%的预期，标志着连续第三个月增长。这一强势帮助日本实现了3222亿日元的贸易顺差，这是五个月来的首次。

Japan posts first trade surplus in five months, US-bound shipments rebound.Japan's trade data for November delivered a positive surprise, with exports rising 6.1% yoy to JPY 9.72 trillion, beating expectations of 4.8% yoy, and marking the third consecutive month of growth. The strength helped Japan record a JPY 322.2 billion trade surplus, the first in five months.

日本高市敦促通过积极的财政政策提高产能。日本高市敦促通过积极的财政政策提高产能

Japan's Takaichi urges to boost capacity with proactive fiscal policy.Japan's Takaichi urges to boost capacity with proactive fiscal policy