日元回升，日本央行维持利率不变；通胀数据公布前欧元走强。在日本央行保持利率不变，并基本保持经济预测不变后，日元今天广泛复苏。货币政策的方向仍然明确，因为如果前景得以实现，下一步将是加息。

Yen Recovers as BoJ Holds Rates; Euro Strengthens Ahead of Inflation Data.Yen recovers broadly today after BoJ left interest rates unchanged, and largely maintained the economic projections unchanged too. The direction of monetary policy remains clear as the next move is a hike if the outlook is realized.

日本央行上田：日本经济的不确定性，物价居高不下。日本央行行长上田和夫周四表示，如果经济和价格前景得以实现，央行将继续调整宽松程度。上田进一步表示，他将密切关注金融和外汇市场及其对经济和价格的影响。

BoJ's Ueda: Uncertainties surrounding Japan's economy, prices remain high.The Bank of Japan (BoJ) Governor Kazuo Ueda said on Thursday that the central bank will keep adjusting the degree of easing if the economic and price outlook is to be realized. Ueda further stated that he will monitor financial and foreign exchange markets, and their impact on the economy and prices.

2024年9月，日本房屋开工量同比下降0.6%，远低于上月5.1%的下降幅度，也远低于市场普遍预期的4.1%的下降幅度。自有住房（-0.9%比8月份的-6.6%）、待售住房（-7.0%比-12.0%）、已发行住房（-40.9%比129.7%）和预制住房（-12.5%比-8.6%）的新房继续下降。另一方面，出租房屋的开工率有所上升（4.4%对-1.4%），两栋楼的开工率上升了四栋楼（0.8%对4.3%）。

Japan's housing starts dropped by 0.6% year-on-year in September 2024, much slower than a 5.1% decline in the previous month and way softer than the market consensus of a 4.1% drop. New dwellings continued to fall for owned (-0.9% vs -6.6% in August), built-for-sale (-7.0% vs -12.0%), issued (-40.9% vs 129.7%), and pre-fabricated (-12.5% vs -8.6%). On the other hand, building starts increased for rented (4.4% vs -1.4%) and two-by-four (0.8% vs 4.3%).

日本9月份房屋开工率（同比）为-0.6%，高于预期（-4.1%）。日本9月份房屋开工率（同比）为-0.6%，高于预期（-4.1%）

Japan Housing Starts (YoY) came in at -0.6%, above expectations (-4.1%) in September.Japan Housing Starts (YoY) came in at -0.6%, above expectations (-4.1%) in September