美元/日元 (USDJPY) 加自选

日本央行行长上田和夫周六发表评论后，日本10年期政府债券收益率周一升至1.07%以上。上田表示，随着经济数据继续符合预期，下一次加息“即将到来”。他还强调了观察2025财年工资谈判产生的势头的重要性。周一的数据显示，日本企业在第三季度增加了资本支出，这表明企业信心有弹性，并支持了人们对央行可能很快加息的预期。目前，市场预计12月加息25个基点的可能性为63%，高于一周前的50%左右。

Japan’s 10-year government bond yield rose above 1.07% on Monday, following comments from Bank of Japan Governor Kazuo Ueda on Saturday. Ueda stated that the next rate hikes are "nearing," as economic data continue to meet expectations. He also highlighted the importance of observing the momentum generated by fiscal 2025 wage negotiations. Monday’s data revealed that Japanese firms increased capital expenditure in the third quarter, signaling resilience in corporate confidence and supporting expectations that the central bank may raise rates soon. Currently, markets are pricing in a 63% chance of a 25 basis point rate hike in December, up from around 50% a week ago.