美国管理和预算局主任Vought：福特级航母造价过高，建造时间过长。

A former senior Japanese foreign-exchange diplomat and ex-IMF deputy managing director said the yen is noticeably weak and rising import costs are damaging the economy. He warned that if the yen returns to levels seen before last month’s coordinated intervention, Japan and the US could jointly intervene in the FX market again at any time, and any action would not be tied to specific levels such as JPY160 or JPY162. He said intervention only buys time; the fundamental remedy is faster Bank of Japan tightening. He expects a BoJ hike in September, a follow-up in December or January, and a terminal policy rate around 1.5–1.75% based on a neutral rate estimate of 1.1–2.5%. Further hikes could follow in the fiscal year starting April 2027 if growth persists.

日经225指数8月14日（周五）收盘上涨405.21点，涨幅0.59%，报68713.80点。