- 日本首相高市计划在不新增债券发行的情况下通过减税筹资，以安抚金融市场。
- 日本央行考虑加息，因通胀超过目标，但时机仍不明朗。
- 随着中东地缘政治冲突升级，避险性的美元需求可能对日元构成压力。
美元/日元周二亚洲时段交投于 157.90 附近，此前一日录得小幅上涨后变动不大。近期日本财政政策出现新进展后，该货币对已稳定在狭窄的交易区间内。
尽管围绕日元疲软和政府债务的担忧持续存在，日本首相高市早苗仍在推进扩张性经济措施。高市在最近的议会讲话中承诺下调食品消费税，同时向金融市场保证，政府打算在不发行额外债券的情况下筹集所需资金。
与此同时，市场对日本央行的货币政策路径仍存不确定性。该央行 9 月会议意见摘要凸显出越来越多的担忧，即通胀可能会超过 2% 的目标，这使得今年再次加息的可能性仍然摆在桌面上。然而，随着 10 月和 12 月的政策会议临近，央行对未来任何利率调整的确切时机几乎没有提供明确指引。
展望未来，由于地缘政治紧张局势升级带来的避险资产需求增加，美元（USD）可能对日元走强。新华社报道称，也门胡塞武装声称对针对沙特阿拉伯军事基地、一个石油设施和主要机场的协同无人机和导弹袭击负责。胡塞武装发言人叶海亚-萨雷亚表示，对利雅得哈立德国王国际机场的成功打击扰乱了当地空中交通，为全球金融市场注入了新的波动性。
汇丰指出，利润驱动因素是美国通胀顽固的背后动力
汇丰的策略师认为，美国通胀虽然普遍被归因于“油价和计算成本飙升，以及关税的持续影响”，但如果从总增加值平减指数的角度来看，情况则有所不同。该指标衡量的是“由利润、工资和非劳动力相关成本所产生的通胀”，这表明，最新一轮总体通胀加速“似乎主要是由更强劲的利润增长推动的”，而非单纯由投入成本压力所致。
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