周四，日元兑美元汇率在上一交易日下跌超过1%后，在本周末大选前的政治不确定性下，徘徊在近三个月来的最低水平，约为152.4日元兑美元。民意调查显示，联合政府可能会失去其多数席位的议会，给日本央行加息的轨迹蒙上阴影。与此同时，投资者消化的数据显示，随着制造业和服务业的下滑，10月份日本私营部门活动四个月来首次收缩。日本内阁官房副长官青木和彦表示，政府正在密切关注汇率走势，因为日元已经回落了自当局上次7月干预以来涨幅的一半以上。从外部来看，日元继续面临美元反弹的压力，因为人们预计美联储将更加谨慎地降息，并押注特朗普将在11月获胜。

The Japanese yen traded around 152.4 per dollar on Thursday after losing over 1% in the previous session, hovering at its weakest levels in nearly three months amid political uncertainty ahead of the country’s general election this weekend. Polls suggested that the coalition government could lose its majority parliament, clouding the trajectory of Bank of Japan interest rate hikes. Meanwhile, investors digested data showing private sector activity in Japan contracted for the first time in four months during October as both manufacturing and services sectors slumped. Japan’s Deputy Chief Cabinet Secretary Kazuhiko Aoki said the government is watching currency moves closely as the yen has retraced more than half the gains made since authorities last intervened in July. Externally, the yen continued to face pressure from a rallying dollar amid expectations of more cautious Federal Reserve rate cuts and bets that Trump will win in November.