纽币/日元 (NZDJPY) 加自选

周四，日元兑美元汇率暴跌至近144，随后稳定在近142，因为投资者继续评估美联储最新政策决定的影响。美联储周三宣布大幅降息50个基点，这是四年来的首次降息。与此同时，鲍威尔表示，央行并不急于放松政策，降息半个百分点不是“新步伐”。另一方面，人们普遍预计日本央行周五将保持政策不变，但可能会发出进一步加息的信号。市场押注日本央行将在12月再次加息，而10月的加息仍遥遥无期。投资者还期待周五公布的日本8月通胀数据，以获得更多关于经济的见解。本周早些时候的数据显示，该国8月份出口增长低于预期，而进口增长为五个月来最低。

The Japanese yen tumbled to almost 144 per dollar on Thursday before stabilizing near 142 per dollar, as investors continued to assess the implications of the latest Federal Reserve policy decision. The Fed Fed delivered an outsized 50 basis point rate cut on Wednesday for its first rate reduction in four years. Meanwhile, Powell said the central bank is not in a rush to ease policy and that half-percentage point cuts are not the “new pace.” On the other hand, the Bank of Japan is widely expected to keep policy unchanged on Friday but will likely signal further rate hikes. Markets are betting that the BOJ will raise interest rates again in December, while a move in October remains a close call. Investors also look ahead to Japan’s August inflation data on Friday to gain more insights on the economy. Data earlier this week showed that the country’s exports increased less than expected in August, while imports rose the least in five months.

在东京，日经225指数周四上涨776点，涨幅2.13%。藤仓（6.43%）、Recruit Holdings（6.08%）和日立（5.90%）领涨。

In Tokyo, the Nikkei 225 Index gained 776 points or 2.13 percent on Thursday. Gains were led by Fujikura (6.43%), Recruit Holdings (6.08%) and Hitachi (5.90%).

新西兰基准标准普尔/NZX 50指数周四上涨0.6%，收于12665点，结束了连续三天的下跌，投资者消化了国内GDP数据。数据显示，新西兰经济在第二季度收缩了0.2%，好于新西兰储备银行对0.5%下降的预测和分析师对0.4%下降的预期，此前第一季度修正后增长了0.1%。正如预期的那样，年度GDP下降了0.5%。GDP结果只是证实了经济的疲软，导致市场认为新西兰储备银行10月份降息25个基点的可能性为100%。与此同时，由于通胀放缓和劳动力市场疲软的迹象，美联储四年多来首次降息。大多数大盘股收盘走高，Infratil（1.9%）、Mercury NZ（1%）、Ebos Group（2.9%）、Contact Energy（1.2%）和Spark NZ（1.1%）涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose 0.6% to close at 12,665 on Thursday, snapping three straight days of decline as investors digested domestic GDP figures. Data showed that New Zealand's economy contracted 0.2% in the second quarter, better than RBNZ’s forecasts of a 0.5% fall and analysts' expectations of a 0.4% dip, following a revised 0.1% rise in the first quarter. Annual GDP fell 0.5%, as expected. The GDP results merely confirmed the weakness of the economy, leading the market to price in a 100% chance of a quarter-point rate cut from the Reserve Bank of New Zealand in October. Meanwhile, the US Federal Reserve cut interest rates for the first time in more than four years amid signs of moderating inflation and a weakening labor market. Most large-cap stocks finished higher, with notable gains from Infratil (1.9%), Mercury NZ (1%), Ebos Group (2.9%), Contact Energy (1.2%), and Spark NZ (1.1%).

日本10年期政府债券收益率升至0.85%以上，从一个月低点反弹，并追随美国债券收益率的上涨，因为投资者对美联储最新的货币政策决定做出了反应。美联储周三宣布大幅降息0.5个百分点，这是四年来的首次降息。然而，美联储主席鲍威尔表示，央行并不急于放松政策，50个基点的降息不是“新步伐”。与此同时，人们普遍预计日本央行周五将保持政策不变，但可能会发出进一步加息的信号。市场押注日本央行将在12月再次加息，而10月的加息仍遥遥无期。投资者还期待周五公布的日本8月通胀数据，以获得更多关于经济的见解。本周早些时候的数据显示，该国8月份出口增长低于预期，而进口增长为五个月来最低。

Japan’s 10-year government bond yield rose above 0.85%, rebounding from a one-month low and tracking a rise in US bond yields as investors reacted to the latest Federal Reserve monetary policy decision. The Fed delivered an aggressive half percentage point rate cut on Wednesday for its first rate reduction in four years. However, Fed Chair Powell said the central bank is not in a rush to ease policy and that 50 basis point cuts are not the “new pace.” Meanwhile, the Bank of Japan is widely expected to keep policy unchanged on Friday but will likely signal further rate hikes. Markets are betting that the BOJ will raise interest rates again in December, while a move in October remains a close call. Investors also look ahead to Japan’s August inflation data on Friday to gain more insights on the economy. Data earlier this week showed that the country’s exports increased less than expected in August, while imports rose the least in five months.