据报道，日本贸易谈判代表赤泽正在为明天的美国访问做安排。由于双方在农业问题上仍存在重大分歧，他上周的访问突然取消。更具体地说，日本对美国希望东京增加购买美国大米和降低农产品关税的计划感到不满。

Japan trade negotiator Akazawa reportedly making arrangement for US visit tomorrow.His trip last week was abruptly cancelled as there was still a significant gap between both sides on agricultural issues. To be more specific, Japan wasn't pleased that the US wanted to include plans for Tokyo to increase purchases of American rice and a reduction of tariffs on agricultural products.

美元/日元——2025年9月3日。美元兑日元设法保持在146.50-70的支撑位上方，该支撑位已多次测试，迄今反弹至148.93。在146.50以下再次下跌，以重新测试145.70的旧支撑位，这反过来可能会激活另一个前进。

USD/JPY –03.09.2025.  USDJPY managed to hold above the support trend of 146.50-70 which was tested several times with a rebound towards 148.93 so far. Below 146.50 more of a drop to re-test the old support at 145.70 which in turn could activate another advance.

日经225指数下跌0.88%，至41939点，而更广泛的东证指数周三下跌1.07%，至3049点，扭转了此前的涨势，并追随华尔街的下跌。美国股市隔夜暴跌，全球债券收益率上升、持续的经济不确定性和新的贸易紧张局势给市场情绪带来压力。在国内，日本央行行长上田和夫周三重申，如果经济增长和通胀如预期般发展，该行对加息的立场将保持不变。投资者现在期待本周晚些时候即将公布的日本工资数据，以寻求政策路径的指导。指数权重股领跌，软银集团（-5.3%）、三菱重工（-5.30%）、三菱UFJ（-5.3%.）、东京电子（-1.9%）和三丽鸥（-1.5%）大幅下跌。

The Nikkei 225 Index dropped 0.88% to 41,939 while the broader Topix Index slid 1.07% to 3,049 on Wednesday, reversing prior gains and tracking Wall Street’s losses. US stocks tumbled overnight as rising global bond yields, persistent economic uncertainty and renewed trade tensions pressured sentiment. Domestically, Bank of Japan Governor Kazuo Ueda reaffirmed Wednesday that the bank’s stance on rate hikes remains unchanged if growth and inflation evolve as expected. Investors now look to upcoming Japanese wage data later this week for guidance on the policy path. Index heavyweights led the decline, with steep losses in SoftBank Group (-5.3%), Mitsubishi Heavy Industries (-5.3%), Mitsubishi UFJ (-5.3%), Tokyo Electron (-1.9%) and Sanrio (-1.5%).

日本央行行长上田和夫周三表示，如果经济和价格如预期般波动，日本央行继续加息的意愿没有改变。他在与日本首相石破茂会晤后发表了上述言论，这是自2月以来的首次会晤，是双方就经济和市场定期交流的一部分。央行去年结束了长达十年的刺激计划，并在1月份将短期利率上调至0.5%，确信日本已接近2%的通胀目标。然而，政治上的不确定性可能会使前景复杂化，在自民党在7月的上议院选举中失利后，石破茂面临下台的压力。预计该党将于下周决定是否举行领导人竞选。关于日元，上田表示，“汇率稳定波动，反映基本面是可取的”，并补充说，日本央行将密切关注外汇走势，同时与政府协调。

Bank of Japan Governor Kazuo Ueda said Wednesday there was no change to the BoJ’s readiness to keep raising interest rates if the economy and prices move as projected. His remarks followed a meeting with Prime Minister Shigeru Ishiba, the first since February, as part of regular exchanges on the economy and markets. The central bank ended its decade-long stimulus last year and lifted short-term rates to 0.5% in January, convinced Japan was nearing its 2% inflation goal. However, political uncertainty may complicate the outlook, with Ishiba under pressure to step down after the LDP’s defeat in July’s upper house election. The party is expected to decide next week whether to hold a leadership race. On the yen, Ueda said it was “desirable for currency rates to move stably, reflecting fundamentals,” adding the BoJ would monitor forex moves closely while coordinating with the government.