Group 1 - The recent fluctuations in the foreign exchange market have seen the USD/JPY exchange rate strengthen to around 147.75 after previously touching 146.57, attracting significant market attention [1] - Japan's unemployment rate for August has risen to 2.6%, higher than both previous values and market expectations, impacting the yen's performance during Asian trading hours [1] - The political environment in Japan, particularly the results of the ruling party leadership election, is under scrutiny as it may influence future policy directions [1] Group 2 - Asian markets are reflecting the overnight performance of US stocks, with assessments of the potential economic impact of the US government shutdown being a focal point [3] - The Bank of Japan's Governor, Kazuo Ueda, has emphasized the need to maintain a loose monetary environment while indicating a potential policy adjustment if economic and price trends align with expectations, keeping market attention on future policy directions [3] - Expectations regarding US monetary policy have shifted, with some market participants anticipating interest rate cuts, influenced by comments from the Dallas Fed President regarding persistent inflation and signs of slowing job growth [3] Group 3 - The current exchange rate market is influenced by multiple factors, with differences in monetary policy being a significant observation dimension [4] - Short-term factors are exerting pressure on the yen, but deeper changes in monetary policy are forming important impacts [4]

Core Viewpoint - The US dollar has experienced a decline against the Japanese yen, with a daily drop of 0.50%, currently trading at 147.19 [1] Group 1 - The US dollar to Japanese yen exchange rate has decreased by 0.50% [1] - The current exchange rate stands at 147.19 [1]

Core Viewpoint - The recent fluctuations in the USD/JPY exchange rate and the differing opinions within the Bank of Japan regarding monetary policy normalization have created a complex outlook for the market [1][3]. Group 1: Bank of Japan's Policy Divergence - There are differing opinions among the Bank of Japan's board members about the need to expedite the exit from ultra-loose monetary policy, with some members believing current inflation and wage growth conditions warrant a gradual exit [3]. - Some board members express caution, arguing that current inflation is primarily driven by import prices and energy costs, lacking a solid internal growth momentum, which could pressure consumption and business investment if interest rates are raised too quickly [3]. Group 2: Economic Data and Performance - Japan's economic performance has been under pressure, with August retail sales declining by 1.1% year-on-year, marking the first year-on-year drop since early 2022 and the largest decline in nearly three years [3]. - Industrial production also fell by 1.2% month-on-month in August, marking the second consecutive month of decline, which exceeded market expectations and indicates a weak manufacturing sector [3]. Group 3: Market Reactions and Expectations - Investors had previously anticipated potential action from the Bank of Japan in October, but confidence has weakened following the latest economic data [3]. - The market is also closely monitoring the U.S. monetary policy direction, with expectations that the Federal Reserve may adjust based on inflation and employment data, contrasting with the Bank of Japan's potential rate hike expectations [4]. - The USD/JPY exchange rate remains within a consolidation range for nearly seven weeks, with market participants adopting a cautious stance focused on economic fundamentals and policy developments rather than single-direction trading opportunities [4].

Group 1 - The core point of the article is that the US dollar continues to decline against the Japanese yen, reaching a low of 148.55, which is the lowest level since September 24 [1] Group 2 - The US dollar has decreased by 0.65% against the Japanese yen [1]

美元兑日元最近真是上演了一出精彩的"多空对决"。周三这天，汇率先是跌破了146.20这个重要支撑位，就在市场以为要继续下探时， 却突然上演绝地反击，一口气反弹150多点，重新站上147关口，让不少交易者直呼意外。 下面的支撑也很明确。146.00-146.20这个区域经过上次的假突破考验，证明还是比较可靠的。不过万一真的跌破了146，那可能就要往 下看到145.50甚至145.00了。 最近日本的经济数据不太理想，7月核心机械订单环比下降4.6%，确实让人有些失望。而美联储虽然降息，但态度还是挺鹰派的，这让 美元获得了一些支撑。不过市场更关注的可能是日本央行接下来的动作，毕竟现在日本通胀起来了，劳动力市场也很紧张，货币政策正 常化的预期一直都在。 眼下市场目光都聚焦在147.40到148.00这个关键区域。这个位置可不简单，汇聚了前期多个高点，特别是148这个整数关口，堪称多空分 水岭。要是能突破这里，往上看就是200日均线和本月高点149附近了。不过从MACD和RSI这些指标来看，现在的上涨动能还不够强 劲，需要再积蓄一些力量。 ...

（责任编辑：贺翀 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，9月17日，美元兑日元汇率跌至146.205，创8周以来新低。 每日经济新闻 ...

美元/日元汇率周二连续第二个交易日下跌，日元兑美元汇率升至147.19日元左右。此举反映了美元普遍疲软以及美联储即将降息的预期升温。 市场目前预计美联储本周将降息25个基点，预计今年剩余时间将总共降息67个基点。近期数据显示劳动力市场正在降温，通胀正在放缓，这进一步强化了这 些预期。 日本央行也将于本周召开会议，普遍预计将维持利率在0.5%不变。与此同时，政策制定者需要评估美国关税政策对日本出口依赖型经济的潜在影响。 即将发布的经济数据可能继续显示疲软：预计出口和进口都将保持疲软，核心消费者物价指数(CPI) 预计将放缓至2.7%，创下2024 年11 月以来的最低水 平。 在全球波动加剧的背景下，日元表现出相对强势，凸显了其作为避险资产的地位。 KVB技术分析：美元/日元 四小时图： 一小时图： 四小时图上，美元/日元继续在以147.33 日元为中心的盘整区间内交易，近期上行方向延伸至148.14 日元，下行方向延伸至146.90 日元。可能进一步跌向 146.30 日元。如果触及该水平，则可能出现回调至147.33 日元的走势，之后可能再次下跌至145.30 日元。MACD指标支持看跌预期，其信号线位于零 ...

Core Viewpoint - Citigroup indicates that the appointment of a pro-reflation figure as Japan's next Prime Minister will not hinder the normalization of the Bank of Japan's monetary policy [1] Group 1: Currency Exchange Rate Expectations - Analysts, including Osamu Takashima, predict that the narrowing of the interest rate differential between the US and Japan may exert downward pressure on the USD/JPY exchange rate over time [1] - The USD/JPY exchange rate is expected to peak around 150 this summer before retreating to approximately 140 in the fourth quarter [1] - In a risk-on environment, the downward pressure on the yen is increasing, as the Fed's potential rate cuts could boost the US stock market [1] Group 2: Key Levels for USD/JPY - The current outlook suggests limited downside for the USD/JPY exchange rate, with a potential bottom around 145 [1] - The key resistance level for the USD/JPY exchange rate remains at 148 [1]

Group 1 - The USD/JPY exchange rate maintains an increase of approximately 0.3%, currently at 148.50 yen [1] - The White House announced that President Trump signed an order to implement the US-Japan trade agreement [1]

Core Viewpoint - The US dollar has experienced a short-term decline against the Japanese yen, dropping nearly 30 points to a current rate of 148.24 [1] Group 1 - The US dollar to Japanese yen exchange rate has decreased significantly in a short period [1]