瑞穗证券：日本央行短期内仍将维持强硬立场，但不会感到任何加息的紧迫性。迄今为止60个基点的加息已导致长期日本国债收益率进一步大幅上升，因此日本央行将谨慎行事，避免过度紧缩经济。脆弱的家庭信心以及“美联储和日本央行立场分歧加剧日元急剧升值可能带来负面冲击的风险”，这些因素也可能制约日本央行的行动。如果美联储在日本央行强硬立场的背景下大幅转向鸽派，随之而来的日元飙升可能会重创日本的出口和资产市场。 ...

一些分析师指出，高市早苗将很难重申与去年相同的政策，因为鸽派立场可能会进一步压低日元并助长 进口带动的通胀。 （文章来源：新华财经） 交易员一直在密切关注她的竞选活动，因为越来越多人预计日本央行最早可能在10月加息。 此前在首相石破茂的领导下，自民党在选举中接连受挫，因此失去了党内的支持。公众对通胀的不满情 绪是导致这些结果的关键因素。 新华财经北京9月24日电日本首相候选人、日本执政党自民党党魁的热门候选人高市早苗试图与一年前 的鸽派言论划清界限，称货币政策的细节应由日本央行决定。 高市早苗在与其他四名候选人的辩论中表示，在经济政策方面，政府有责任决定财政和货币政策的方 向，而实施货币政策的手段应由日本央行决定。在去年参加自民党党魁选举时，她曾表示加息是"愚蠢 的"，这在当时给人的印象是，如果她当选，可能会阻碍日本央行的政策正常化努力。 ...

Core Viewpoint - The article discusses the potential implications of former President Trump's actions against the Federal Reserve, suggesting that his attempts to undermine its independence could threaten the stability of the U.S. dollar and the broader financial system [1][5][10]. Group 1: Trump's Actions and Motivations - Trump has been pressuring the Federal Reserve, including the dismissal of board member Lisa Cook, to lower interest rates in an effort to stimulate the economy and reduce debt costs ahead of the midterm elections [1][4][10]. - The urgency behind Trump's actions is linked to rising inflation and unemployment in the U.S., as well as the significant national debt of $36 trillion, which incurs over $1 trillion in interest annually [4][10]. Group 2: Federal Reserve's Independence - The Federal Reserve was established in 1913 to prevent financial crises, designed to be an independent entity that balances power between the government and private banks [7][8]. - The independence of the Federal Reserve is crucial for maintaining confidence in the U.S. dollar and preventing inflation, as historical instances of political interference have led to severe economic consequences [9][11]. Group 3: Potential Consequences - Trump's actions could lead to a loss of confidence in the Federal Reserve, prompting global investors to sell off U.S. dollars and bonds, which could destabilize the financial system [10][12]. - The article warns that undermining the Federal Reserve's independence for personal political gain could have dire repercussions, as seen in past instances where political pressure led to rampant inflation [11][12].

现货白银跌超2%，现报36.34美元/盎司；纽约银日内跌幅达3%，报36.61美元/盎司。 ...

Core Viewpoint - The report from Mitsubishi UFJ highlights that the Japanese yen is under pressure due to political instability following the ruling coalition's loss of majority in the House of Councillors election, making a rebound difficult [1] Group 1: Political Situation in Japan - The loss of majority seats by the ruling coalition in the House of Councillors election has led to increased domestic political uncertainty, which may hinder the yen's recovery [1] - There is a possibility of leadership changes in Japan, which could trigger a general election [1] Group 2: U.S. Economic Indicators - U.S. short-term interest rates are expected to support the dollar, despite a slightly weak labor market indicated by recent jobless claims data [1] - The overall stability of the labor market aligns with Federal Reserve Chairman Powell's stance against political pressure for interest rate cuts [1]

纳斯达克综合指数涨幅扩大至0.51%，创历史新高。 ...

Core Viewpoint - The former president of the Asian Development Bank, Masatsugu Asakawa, stated that the U.S. dollar is more susceptible to being sold off, making it unlikely for Japan to accept the U.S. request to support the yen [1] Group 1 - The U.S. has made requests to Japan regarding the support of the yen [1] - Asakawa emphasizes the volatility of the U.S. dollar in the current market [1] - Japan's stance is influenced by the potential risks associated with dollar fluctuations [1]