周五,日元徘徊在9个月低点附近,约为154日元兑1美元,并有望每月大幅下跌4%,这是由于首相高一的当选所造成的压力,他支持扩张性财政措施和宽松的货币政策。日本央行本月也保持利率不变,行长上田和夫警告称,全球贸易政策可能会减缓增长并损害企业利润。与此同时,新任财政部长片山Satsuki澄清说,她不再支持她3月份的言论,即日元的公允价值约为1美元120-130日元,理由是她目前负责监督货币政策。最近的数据还显示,10月份东京的核心通胀率涨幅超过预期,使国内政策前景复杂化。从外部来看,日元进一步走弱,因为美元走强得到了美联储进一步降息预期降低的支撑。
 The Japanese yen hovered near nine-month lows around 154 per dollar on Friday and was on track for a sharp 4% monthly decline, pressured by the election of Prime Minister Sanae Takaichi, who favors expansionary fiscal measures and loose monetary policy. The Bank of Japan also kept rates unchanged this month, with Governor Kazuo Ueda cautioning that global trade policies could slow growth and hurt corporate profits. Meanwhile, new Finance Minister Satsuki Katayama clarified that she no longer stands by her March comments suggesting the yen’s fair value is around 120–130 per dollar, citing her current role overseeing currency policy. Recent data also showed Tokyo’s core inflation rose more than expected in October, complicating the domestic policy outlook. Externally, the yen weakened further as a stronger dollar gained support from reduced expectations of additional Federal Reserve rate cuts.