据报道，消息人士称，日本寻求在下周进行第三轮美日贸易谈判。 ...

金十数据5月15日讯，两名知情人士表示，日本经济再生大臣赤泽亮正最早可能于下周前往华盛顿，与 美国进行第三轮贸易谈判。他的访问日期不确定，将取决于两国在缩小工作人员层面谈判分歧方面能取 得多大进展。 消息人士称，日本正在考虑增加美国玉米和大豆的进口、造船技术合作、修改进口汽车 检验标准等一揽子方案，以获得美国的让步。双方能否消除在日本优先考虑的问题上的分歧还不确定。 日本的优先考虑是争取美国免除对汽车和汽车零部件的关税，因这些是日本出口型经济的支柱。 日本寻求在下周举行第三轮美日贸易谈判 ...

Core Viewpoint - The Japanese stock market is experiencing a strong rebound, with the Tokyo Stock Exchange index rising 1.1% and the Nikkei 225 index increasing by 1.4%, marking the longest consecutive rise since August 2009 [1][2] Group 1: Market Performance - The Tokyo Stock Exchange index has achieved a consecutive rise for 13 trading days, while the Nikkei 225 index has risen for four consecutive days [1] - The rebound in the Japanese stock market is attributed to the easing of global trade tensions, particularly the reduction of tariffs between China and the U.S. [2][3] Group 2: Impact of Tariff Reductions - According to JPMorgan's latest research, the easing of tariffs is expected to reduce the negative impact on Japanese corporate earnings to between -6.4% and -4.2% [4][6] - If U.S.-Japan negotiations lead to a reduction of tariffs on specific goods like automobiles to 10%, the negative impact could further decrease to -4.2% [6] - In a high tariff scenario, if the U.S. maintains high tariffs, the overall impact on Japanese corporate earnings could reach -10.9% [6][7] Group 3: Factors Driving Market Recovery - JPMorgan identifies three main factors driving the market recovery: stable U.S. economic data, progress in trade agreements, and potential easing of semiconductor technology export restrictions [5][10] - The market's performance is also supported by expectations of trade negotiations between the U.S. and Japan, which are anticipated to conclude by mid-June or early July [10] Group 4: Future Market Outlook - Despite the current strong trend, JPMorgan warns that global markets may face downward pressure in the summer, influenced by potential economic slowdowns [10][11] - The Japanese stock market is expected to be buoyed by trade negotiation outcomes and easing yen appreciation pressures, alongside ongoing corporate reforms [10]

Core Viewpoint - The significant fluctuations in the Japanese yen against the US dollar in April have drawn market attention, primarily influenced by the US government's trade policies and economic data, leading to a historical high in net long positions for the yen [1][3][8]. Exchange Rate Fluctuations - In April, the yen's exchange rate against the dollar fluctuated from approximately 149 yen to 139 yen, a movement of nearly 10 yen [1][8]. - As of May 1, the yen was trading around 143 yen to the dollar, showing a cautious market sentiment ahead of the Bank of Japan's interest rate decision [1]. Market Sentiment and Positioning - Leveraged funds and asset management firms have significantly increased their net long positions in the yen, reaching the highest level since data collection began in 1992 [1][3]. - As of April 22, speculative institutions held a net long position of approximately $157 billion in yen, marking a continuous increase over three weeks [3]. Impact of US Policies - The market is reacting to the US government's potential influence on the dollar's value, with concerns about the administration's desire to weaken the dollar [2][5]. - The US's announcement of high tariffs on trade partners has led to a temporary strengthening of the yen, which later reversed due to policy shifts from the Trump administration [6][8]. Future Outlook - Analysts suggest that while the yen has appreciated, the sustainability of this trend is uncertain, with potential volatility if the US reintroduces pressure on Japan regarding currency valuation [9][12]. - The current environment indicates a structural demand for selling yen, which could limit the currency's rebound potential [13].