周四，日元兑美元汇率突破154.5，连续第二个交易日上涨，投资者等待日本央行副行长Ryozo Himino在当天晚些时候发表评论。本月早些时候，Himino暗示央行将于1月24日加息，引发了人们的猜测，即他将在今天的讲话中进一步强调鹰派前景。日本央行在1月份的会议上上调了政策利率，并上调了通胀预测，预示着可能进一步加息。然而，日本央行12月会议纪要显示，央行对调整货币政策仍持谨慎态度，其决定取决于通胀趋势、工资增长和全球经济风险。与此同时，美联储本月暂停了降息周期，符合预期，但指出通胀仍“有所上升”

The Japanese yen strengthened past 154.5 per dollar on Thursday, marking its second consecutive session of gains as investors awaited comments from Bank of Japan Deputy Governor Ryozo Himino later in the day. Earlier this month, Himino signaled the central bank’s January 24 interest rate hike, sparking speculation that he would further emphasize a hawkish outlook in his remarks today. The BOJ raised its policy rate and upgraded its inflation forecasts at the January meeting, signaling potential further rate hikes. However, minutes from the BOJ’s December meeting revealed that the central bank remains cautious about adjusting its monetary policy, with decisions dependent on inflation trends, wage growth, and global economic risks. Meanwhile, the US Federal Reserve paused its rate-cutting cycle this month, in line with expectations, but noted that inflation remains “somewhat elevated.”