investingLive亚太外汇新闻摘要：日元疲软。日元在盘中下跌，日本领导人选举前的紧张情绪影响了市场情绪。美元/日元突破148.35。

investingLive Asia-Pacific FX news wrap: Yen weak.The yen slipped in the session, with nerves ahead of Japan's leadership election weighing on sentiment. USD/JPY pushed above 148.35.

周一，日本10年期政府债券收益率升至1.65%以上，创下17年新高，投资者消化了央行的最新决定。周五，正如预期的那样，日本央行连续第五次会议将政策利率维持在0.5%不变。央行指出，经济正在温和复苏，但突显出一些疲软之处，并警告全球贸易发展带来的风险。它还一致同意开始出售其ETF和J-REIT资产。展望未来，本周公布的关键数据包括日本最新的采购经理人指数和东京通胀数据，以及日本央行7月份会议纪要。日本国债收益率也跟随美国国债收益率走高，因为投资者预计美联储将在本周晚些时候发布新的评论和关键的美国通胀报告。

Japan’s 10-year government bond yield rose above 1.65% on Monday, hitting a fresh 17-year high as investors digested the latest central bank decision. On Friday, the Bank of Japan kept its policy rate unchanged at 0.5% for the fifth consecutive meeting, as expected. The central bank noted that the economy is recovering moderately but highlighted pockets of weakness and warned of risks from global trade developments. It also unanimously agreed to begin selling its ETF and J-REIT holdings. Looking ahead, key data releases this week include Japan’s latest PMI and Tokyo inflation figures, along with minutes from the BOJ’s July meeting. Japanese yields also followed US Treasury yields higher as investors anticipated fresh Federal Reserve commentary and a crucial US inflation report later this week.

周一，日元兑美元汇率跌破148，延续了上周的跌势，因为在美联储官员发表新言论和美国关键通胀数据之前，美元走强。美联储上周公布了备受期待的25个基点的降息，这是自去年12月以来的首次降息，同时预计今年还会再降息两次。在国内，正如预期的那样，日本央行周五连续第五次会议将政策利率保持在0.5%不变。央行指出，经济正在温和复苏，但也指出了一些疲软之处，并警告称全球贸易政策存在风险。它还一致批准了开始出售其ETF和J-REIT资产的计划，这标志着资产支持的微妙转变。展望未来，投资者正在等待日本最新的采购经理人指数和东京通胀数据，以及日本央行7月份会议的纪要，这可能会让人们了解央行的近期政策立场。

The yen slipped past 148 per dollar on Monday, extending last week’s losses as the greenback strengthened ahead of fresh remarks from Federal Reserve officials and a key US inflation reading. The Fed delivered a widely anticipated quarter-point cut last week, its first since December, while projecting two more reductions this year. At home, the Bank of Japan kept its policy rate unchanged at 0.5% for a fifth consecutive meeting on Friday, as expected. The central bank noted the economy is recovering moderately but flagged pockets of weakness and warned of risks from global trade policies. It also unanimously approved plans to start selling its ETF and J-REIT holdings, signaling a subtle shift in asset support. Looking ahead, investors await Japan’s latest PMI and Tokyo inflation data, as well as minutes from the BOJ’s July meeting, which could offer insight into the central bank’s near-term policy stance.

日本首相候选人兼内阁官房长官宫崎骏：日本央行的货币政策与政府思维没有太大偏差。这是一个突发新闻。全面覆盖即将推出。

Japanese pm contender and chief cabinet secretary hayashi: boj is conducting monetary policy in way that does not deviate much from govt thinking.This is a breaking news story. Full coverage will be available soon.