美日利差分歧与贸易不确定性,使得美元兑日元维持低位震荡,非农数据成关键转折点

英为财情
Jul 03, 2025

美元兑日元汇率连续第二日小幅走高,目前在144关口附近波动。这一走势受益于美国与越南达成贸易协议,市场避险情绪暂时降温,削弱了对日元等避险货币的需求。此外,美国总统特朗普对日本施压要求增加农产品采购,并威胁可能对日进口商品征收30%或更高的关税,也对日元构成下行压力。尽管如此,市场对日本央行(BoJ)延续政策正常化路径的预期限制了日元的进一步贬值空间。日本通胀持续高于2%目标已超过三年,企业不断将...

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