美元/日元 (USDJPY) 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.

周四，美元指数再次跌破101，扭转了早盘的涨势，因为投资者继续评估美联储最新政策决定的影响。美联储周三大幅降息50个基点，这是自新冠肺炎疫情早期以来的首次降息。央行表示有信心通货膨胀率正在持续向2%迈进，并采取行动防止劳动力市场放缓。与此同时，鲍威尔表示，美联储并不急于放松政策，半个百分点的降息不是“新的步伐”。他的言论促使交易员买入美元的下跌，但由于担心其他主要央行可能不如美联储那样积极地放松政策，美元慢慢抹去了这些涨幅。

The dollar index weakened again below 101 on Thursday, reversing gains from earlier in the session as investors continued to assess the implications of the latest Federal Reserve policy decision. The Fed delivered an aggressive 50 basis point rate cut on Wednesday for its first rate reduction since the early days of the Covid pandemic. The central bank indicated confidence that inflation is moving sustainably toward 2% and moved to prevent a slowdown in the labor market. 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.” His comments prompted traders to buy the dip on the dollar, but the greenback slowly erased those gains amid concerns that other major central banks could ease policy less aggressively than the Fed.

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%).

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.