据日本财务大臣称，美国总统唐纳德·特朗普在本周早些时候与日本首相高市早苗在纽约举行的会晤中表达了对日元走势的担忧。随后，日元汇率出现上涨。
US President Donald Trump shared his concerns over the yen during a meeting with Japanese Prime Minister Sanae Takaichi earlier this week in New York, according to Japan’s finance minister. The yen rose.
“在最近的日美峰会上，特朗普总统对日元的疲软表现表示了关切，”财务大臣胜木贞树周五在东京举行的内阁会议后新闻发布会上表示。
“At the recent Japan-US summit, President Trump expressed concern about the weakness of the yen,” Finance Minister Satsuki Katayama said Friday in a post-cabinet meeting briefing in Tokyo.
高市早苗回应称，日元汇率过低确实存在问题；她表示将继续与美国财政部长斯科特·贝森特保持密切沟通。胜木贞树还表示：“美国财政部长贝森特和我将会继续就包括外汇政策在内的多个议题进行密切交流。”
In response, Takaichi said that an undervalued yen was problematic, Katayama told reporters. Katayama added that she would continue to coordinate with her US counterpart Scott Bessent.
特朗普和高市早苗是在本周联合国大会期间会面的。会谈中，两国领导人讨论了诸多议题，从安全问题、中美关系，到日本计划向美国投资的5500亿美元计划等。
“US Treasury Secretary Bessent and I will continue to communicate closely on a range of issues, including foreign exchange,” Katayama said. Trump and Takaichi met on the sidelines of the UN General Assembly earlier this week. During that meeting, the two leaders discussed a range of issues, from security and relations with China to Japan’s $550 billion investment pledge in the US.
周五上午晚些时候，日元汇率在东京升至约158.33日元兑1美元的水平，而此前（在胜木贞树发表讲话之前）该汇率约为158.70日元兑1美元。
The yen strengthened to around 158.33 per dollar late morning Friday in Tokyo, from around 158.70 before Katayama spoke.
“在我看来，这其实只是另一种形式的口头表态罢了，”Saxo Markets首席投资策略师Charu Chanana表示。“除非随后有具体的政策协调、干预措施，或者日本央行（BOJ）明确表示会收紧货币政策，否则我认为这不会从根本上改变日元汇率的走势。”此前美国曾在7月底与日本共同干预外汇市场，试图提振日元汇率。
“This is largely another way of jawboning in my view,” said Charu Chanana, chief investment strategist at Saxo Markets. “Unless it is followed by actual policy coordination, intervention or a clearer BOJ tightening path, I don’t think it changes the underlying yen story materially.” The US joined Japan in conducting intervention in the currency market in late July to boost the yen.
胜木贞树的讲话是在日元汇率在日本经历五天假期后重新回到备受关注的160日元兑1美元区间之后发表的。上周美联储和日本央行都上调了利率，此后日元汇率继续下跌。
Katayama spoke after the yen moved back within range of the closely watched 160-per-dollar level following a five-day holiday period in Japan. The currency continued to weaken after both the Federal Reserve and the Bank of Japan raised interest rates last week.
“据我了解，日本央行上调政策利率是基于其对经济、物价和金融形势的评估，目的是为实现2%的通胀目标提供持续、稳定的支持，”胜木贞树解释道。
“My understanding is that the BOJ raised the policy interest rate based on its assessment of economic, price, and financial conditions, to achieve the 2% price stability target sustainably and stably,” Katayama said.
在9月18日将利率上调至1.25%之后，日本央行行长上田和夫表示，他仍有可能进一步收紧货币政策，不排除在10月连续两次加息或在未来某个时候采取更大幅度的加息措施。
After raising the policy rate to 1.25% on Sept. 18, BOJ Governor Kazuo Ueda signalled he was open to further tightening, saying he wouldn’t rule out a back-to-back hike in October or a larger move at some point.
然而，这些表态与美联储的强硬言论相比显得较为温和。美联储在一致决定加息后预测，今年至少还会再有一次加息；因此交易者们预计，在美联储于10月28日下一次制定货币政策时，再次加息的概率为71%。
Those signals, however, paled in comparison with hawkish rhetoric surrounding the Fed, whose projections — after a unanimous decision to hike — pointed to at least one more increase this year, prompting traders to price in a 71% probability of another move when the Fed next sets policy on Oct. 28.
片山（Katayama）重申她不会对具体的汇率水平发表评论，并拒绝确认当局是否在周五进行了“利率监测”（即是否对市场利率变化进行了观察或评估）。
Katayama reiterated that she would refrain from commenting on specific currency levels and declined to confirm whether authorities conducted a “rate check” on Friday.