日元兑美元汇率升至145,为10月初以来的最高水平,受全球避险和美元走软的推动。随着贸易战的升级,投资者仍处于紧张状态,中国对所有美国进口商品征收34%的关税,以报复特朗普总统的全面关税,这使得一些中国出口商品的有效税率高达54%。与此同时,日本对美国的出口将面临24%的关税。在货币政策方面,预计日本央行今年将继续加息,尽管全球贸易和国内经济状况的不确定性给前景蒙上了阴影。日本央行副行长内田慎一告诉议会,如果经济与预测相符,进一步加息仍在考虑之中,而央行则密切关注关税风险。
The Japanese yen strengthened to 145 per USD, its highest level since early October, driven by a global flight to safety and a weaker dollar. Investors remain on edge as the trade war escalates, with China imposing a 34% tariff on all US imports in retaliation for President Trump’s sweeping duties, which have pushed effective rates on some Chinese exports as high as 54%. Meanwhile, Japanese exports to the US will face a 24% tariff. On the monetary policy front, the Bank of Japan is expected to continue raising interest rates this year, though uncertainties surrounding global trade and domestic economic conditions cloud the outlook. BOJ Deputy Governor Shinichi Uchida told parliament that further rate hikes remain on the table if the economy aligns with forecasts, while the central bank closely monitors risks from tariffs.