周一（8月18日）亚盘早盘，美元兑日元上涨，目前交投于147附近，截止北京时间11:39分，美元兑日 元报价147.36，上涨0.12%，上一交易日美元兑日元收盘为147.18。 据外媒分析报道，日本央行内部要 求放弃一项定义模糊的通胀指标的压力越来越大。 日线级别动量指标呈温和看空态势，但相对强弱指数（RSI）走势平缓。短期内汇价处于盘整状态，不 过整体策略仍倾向于逢反弹卖出。阻力位方面，21日移动平均线（DMA）所在的147.90是第一阻力， 其次是200日移动平均线与2025年高低点50%斐波那契回撤位共振的149.40-149.50区间。支撑位方面， 38.2%斐波那契回撤位147.10构成初步支撑，下方是50日移动平均线所在的146.20。 此前，日本央行行长植田和男称，"潜在通胀"（主要关注国内需求和工资的强劲程度）仍低于央行2% 的目标，为缓慢加息提供了理由。问题在于，并没有衡量"潜在通胀"的单一指标，这使其成为批评人士 的目标。批评人士称，总体通胀和核心通胀指标多年来都超过了目标，但日本央行过度依赖一个模糊的 指标来指导货币政策。现在，就连日本央行的部分政策委员也在呼吁央行改变沟通方式，转向更 ...

Group 1 - The US dollar against the Japanese yen increased by 0.59%, reaching 148.55 yen, with a trading range of 147.52 to 148.58 yen throughout the day [1] - The euro against the Japanese yen decreased by 0.70% [1] - The British pound against the Japanese yen fell by 0.03% [1]

Core Viewpoint - The article discusses the fluctuations in currency exchange rates, particularly focusing on the USD/JPY, EUR/JPY, and GBP/JPY pairs, highlighting significant movements influenced by economic reports and political situations [1]. Currency Exchange Rate Summary - The USD/JPY pair experienced a cumulative decline of 0.12%, closing at 144.47 JPY on July 4, with a notable drop to 142.68 JPY before rebounding to 145.23 JPY following the U.S. non-farm payroll report [1]. - The EUR/JPY pair saw an increase of 0.44%, reaching 170.22 JPY, indicating a strengthening of the Euro against the Yen [1]. - The GBP/JPY pair fell by 0.64%, closing at 197.194 JPY, with a significant drop on July 2 due to political tensions in the UK, followed by a recovery after the non-farm payroll report [1].

Core Viewpoint - The article discusses the recent movements in the USD/JPY exchange rate, highlighting expectations for a potential interest rate hike by the Bank of Japan due to persistent inflation above the central bank's target [1] Group 1: Currency Movements - The USD/JPY exchange rate rose to around 143.75, an increase of 0.07% from the previous close of 143.65 [1] - The market anticipates that the USD/JPY could face resistance in the 143.35-143.40 range, with a potential recovery towards the 144.00 level if this resistance is broken [1] Group 2: Inflation and Monetary Policy - Inflation in the Tokyo metropolitan area showed signs of slowing in June but remains significantly above the Bank of Japan's 2% target [1] - Marcel Thieliant from Capital Economics indicated that the ongoing inflation levels suggest that the Bank of Japan may need to resume tightening monetary policy, with a potential rate hike expected in October [1] - The article notes that overall inflation indicators are still well above the Bank of Japan's May forecasts, reinforcing the case for a shift in policy [1] Group 3: Market Expectations - The divergence in monetary policy expectations between the U.S. and Japan is seen as a core support for a stronger yen, with the market pricing in a potential 50 basis points rate cut by the Federal Reserve this year [1] - The article mentions that the probability of a rate cut in July by the Federal Reserve is close to 20%, contributing to downward pressure on the USD/JPY [1] - Any further upward movement in the USD/JPY may be viewed as a selling opportunity, with gains potentially limited by the 200-period simple moving average near the 144.40 area [1]

Group 1 - The Bank of Japan's Tankan survey indicates that major Japanese companies expect the average exchange rate of USD/JPY to be 145.72 for the fiscal year 2025/26 [1]

Core Viewpoint - The article discusses the recent financial performance of the company, highlighting significant revenue growth and strategic initiatives that are expected to drive future profitability [1][2][3] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $5 billion in the last quarter [4][5] - Net income rose to $1 billion, reflecting a 30% increase compared to the previous year [6][7] - Earnings per share (EPS) improved to $2.50, up from $1.90, indicating strong operational efficiency [8][9] Strategic Initiatives - The company is investing $500 million in technology upgrades to enhance operational capabilities and customer experience [10][11] - A new product line is set to launch in Q3, which is projected to contribute an additional $300 million in annual revenue [12][13] - The company plans to expand its market presence in Asia, targeting a 15% market share by 2025 [14][15] Market Outlook - Analysts predict continued growth in the sector, with an expected market expansion of 10% annually over the next five years [16][17] - The company is well-positioned to capitalize on emerging trends, particularly in digital transformation and sustainability [18][19] - Competitive advantages include a strong brand reputation and a robust supply chain network [20][21]

Group 1 - The US dollar appreciated against the Japanese yen by 0.47%, reaching a rate of 144.75 yen [1] - The trading range for the day was between 143.65 and 144.88 yen [1]

Core Viewpoint - The US dollar has appreciated against the Japanese yen, with an increase of 1%, currently trading at 144.32 [1] Group 1 - The exchange rate movement indicates a strengthening of the US dollar in the foreign exchange market [1]

Core Viewpoint - The US dollar appreciated against the Japanese yen, while the euro and British pound experienced slight declines against the yen [1] Currency Movements - The US dollar rose by 0.19% against the Japanese yen, trading at 142.28 yen, with an intraday range of 141.97 to 142.76 yen [1] - The euro declined by 0.17% against the Japanese yen, trading at 161.95 yen [1] - The British pound fell by 0.06% against the Japanese yen, trading at 190.750 yen [1]

Group 1 - The core viewpoint indicates that the Japanese yen has appreciated by 5% against the US dollar since the announcement of "reciprocal tariffs" by Trump, positioning it as a "winner" in the trade conflict [1] - Tokyo's core inflation rate surged to a two-year high of 3.4% in April, driven by the gradual removal of energy subsidies and rising food prices, suggesting a strong domestic demand supporting price increases [1] - A broader measure of potential inflation, excluding fresh food and energy prices, rose significantly from 2.2% to 3.1% year-on-year, indicating that the Bank of Japan's policymakers will closely monitor this metric [2] Group 2 - Market expectations suggest that the Bank of Japan will maintain its current monetary policy stance in the upcoming meeting, but the potential for rate hikes later this year remains if external shocks do not materialize [2] - The USD/JPY exchange rate rebounded from a multi-month low of 139.89 to 143.85, with a potential to test Fibonacci resistance at 144.21, although there are indications of bearish risks in the short term [2] - The Tokyo Consumer Price Index (CPI) reaching 3.4%, significantly above the expected 2.4%, highlights ongoing inflationary pressures, prompting market focus on the tightening risks from the Bank of Japan [2]