智通财经APP获悉，前日本央行官员竹内惇(曾参与东京金融市场运作)表示，日本当局或许能够容忍日 元适度贬值，但如果日元兑美元汇率大幅跌破160 ，他们可能会进行干预。竹内惇在 2010 年至 2012 年 期间参与了几次抛售日元的干预行动。 本周日元汇率预计将下跌近 4%，这是自去年 10 月初以来的最大跌幅。市场预期高田早苗将扩大财政 支出，并给日本央行施压，使其推迟提高仍处于低位的利率。周五，日元兑美元汇率约为 153 日元。 在周四的一档电视节目中，高田早苗表示她不想引发日元的过度贬值。但她没有对近期的日元贬值发出 任何警告，只是说日元走弱有"利弊之分"。 许多市场参与者将1美元兑160日元视为当局的底线，这加大了货币干预的可能性。在新的口头警告中， 日本财务大臣加藤胜信周五表示，当局正在监测过度、无序的汇率变动。 竹内惇指出，虽然美国总统特朗普可能倾向于弱美元以促进美国出口，但他的政府似乎并未关注日元近 期的贬值情况。他说："但如果日元进一步加速贬值，华盛顿可能会表示不满。他们甚至可能欢迎东京 采取任何干预措施来遏制日元的下跌。" 由于执政党候选人高市早苗意外获胜，市场对日本央行短期内加息的预期降低， ...

美国财政部长贝森特和日本财务大臣加藤胜信在一份联合声明中，重申了他们让市场决定货币汇率、不 以竞争优势为目的操纵汇率的基本承诺。 该声明明确指出，宏观审慎措施、资本流动措施以及包括养老基金在内的政府投资工具，也不应被用来 为竞争性目标而操纵汇率水平，这些细节显示了美国对（日本）政策的密切关注。 在财政部6月份发布的最新报告中，日本仍在其货币政策监控名单上。尽管在最新报告中，日本未越过 美国设定的货币干预门槛，但其经常账户盈余规模及其对美国的贸易顺差确实达到了密切监控的标准。 过去三年，东京已花费近1500亿美元试图支撑日元，最后一次行动是在去年7月。即使多次加息后，日 本的利率仍然远低于国际水平，这一因素拖累了日元。 声明详述了两位财长之间的会谈内容，称"他们再次确认了对G7承诺的认可，即财政和货币政策将继续 以使用国内工具实现各自国内目标为导向，不会为竞争性目的而将汇率作为目标。" 两位财长仍然根据先前的声明，为在某些情况下进行干预留下了空间，称干预应保留用于处理货币市场 的过度波动或无序波动。该新闻稿补充说，两位财长未来将继续讨论宏观经济和货币问题。 该声明发布于美国总统特朗普签署一项行政命令，使两国最近 ...

Core Viewpoint - The Reserve Bank of India (RBI) is likely to sell US dollars to curb the depreciation of the Indian Rupee [1] Group 1 - The Indian Rupee has been experiencing significant depreciation, prompting the RBI to consider intervention measures [1] - Selling US dollars is a strategy that the RBI may employ to stabilize the currency and prevent further decline [1] - The potential sale of dollars indicates the RBI's proactive approach to managing currency fluctuations and maintaining economic stability [1]

Group 1 - Japan's Finance Minister Katsunobu Kato stated that Japan's holdings of over $1 trillion in U.S. Treasury bonds could be used as a tool in trade negotiations with the U.S. [1] - Japan's chief trade negotiator Ryosei Akazawa reported that deep discussions took place during the second round of tariff negotiations with U.S. Treasury Secretary Scott Bessent, although no consensus was reached [1] - Kato emphasized that Japan's primary purpose for holding U.S. Treasury bonds is to ensure sufficient liquidity for potential intervention in the yen's exchange rate [1] Group 2 - Kato did not confirm whether the U.S. Treasury bonds were discussed in the recent meeting with Bessent, but he noted that the large-scale sell-off of U.S. Treasury bonds in April likely influenced Washington's negotiating stance [2] - Kato expressed concerns about market instability affecting Japan's economy and financial system, stating that excessive volatility is detrimental [2] - Kato clarified that Japan does not manipulate its currency for trade advantages, countering U.S. President Trump's accusations [2] Group 3 - The ongoing trade war initiated by the U.S. and the potential risk of economic recession have led to discussions about foreign investors reducing their holdings in U.S. dollars and Treasury bonds, which are traditionally seen as safe-haven assets [3] - Data from the U.S. Treasury indicated a 3.4% increase in foreign holdings of U.S. Treasury bonds in February, with Japan and China being the largest holders [3] - Despite Trump's imposition of a 24% tariff on Japanese products, these tariffs have been postponed until early July to allow for negotiations [3]