作者：Anya Andrianova在对冲基金削减日元多头押注后，日本央行未能向市场提供明确的加息承诺。
By Anya Andrianova Hedge funds slashed their bets on a stronger yen after the Bank of Japan held back from providing markets with definitive vows for higher interest rates.
根据周五发布的美国商品期货交易委员会（CFTC）数据（由彭博社汇编），截至9月22日当周，杠杆交易者持有约559亿日元（3.55亿美元）的日元多头头寸。与一周前相比，这一数字减少了近80%。此前，这些基金自2025年中以来首次转为日元多头。
Leveraged traders held about ¥55.9 billion ($355 million) tied to bullish wagers on the yen in the week ended Sept. 22, according to Commodity Futures Trading Commission data released on Friday and compiled by Bloomberg.That is a nearly 80% reduction compared to a week earlier, when those funds turned positive on the yen for the first time since mid-2025.
尽管日本央行在9月17日如预期般加息，但其态度对交易者而言不够激进，导致日元走弱。日本与美国之间的利差依然巨大。本周初，日本因公共假期休市。
Even though the BOJ raised rates on Sept. 17 as expected, the central bank didn’t sound aggressive enough to traders, leading the yen to slip. The interest-rate gap between Japan and the US remains vast. Local markets were closed in Japan for public holidays at the beginning of this week.
周五，在日本官员与美国 counterparts 就弱日元问题举行会谈后，日元兑美元汇率最多上涨1.2%，至156.94。
On Friday, the yen strengthened as much as 1.2% to 156.94 per dollar after Japanese officials discussed the problems tied to a weak currency in meetings with their US counterparts.
与此同时，截至9月22日当周，包括资产管理人和非商业交易者在内的投机性交易者，将其美元多头头寸增加了两倍多。美元结束了六个月内最佳的两周表现。截至周二的最新数据：
Meanwhile, speculative traders, including asset managers and non-commercial players, more than tripled to their positive stance on the dollar in the period ending Sept. 22. The dollar wrapped its best two-week stretch in six months. For data as of Tuesday: