现货黄金突破4140美元/盎司，日内涨约1.5%。

The dollar index (DXY) rose 0.21% to 101.172 at the New York close. EUR/USD 1.1403, down from 1.1415; GBP/USD 1.3381, down from 1.3436. USD/JPY 163.18, up from 162.50; USD/CHF 0.8129, up from 0.8100; USD/CAD 1.4107, up from 1.4059; USD/SEK 9.7035, up from 9.6856.

Japan's 40-year bond auction on Wednesday posted its strongest demand since March 2025, with a bid-cover ratio of 2.82x versus 2.702x at the prior auction and a 12-month average of 2.55x. JGB prices were largely unchanged after the sale; the 40-year yield sits near 3.895%, down from a May peak of 4.355%. Officials' comments that the Government Pension Investment Fund will lift allocations to domestic financial assets were cited as support for the market, but investors remain focused on Prime Minister Takaichi's expansionary fiscal agenda, expectations that the BOJ will tighten policy only gradually, and persistent interest-rate differentials.