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整理:每日全球外汇市场要闻速递(5月29日)
news flash·2025-05-29 08:00

Group 1: US Dollar and Federal Reserve - The Federal Reserve's June economic forecast may be influenced by predictions of stagflation [2] - The US International Trade Court has halted Trump's "liberation day" trade policy, with the Trump administration filing an appeal [2] - The minutes from the Federal Reserve meeting indicate rising risks of increased unemployment and inflation, diminishing the benefits of a flexible average inflation targeting in a high-risk environment [2] Group 2: Non-US Major Currencies - The Central Bank of Russia's tightening monetary policy has led to a slowdown in credit to balanced levels, with signs of inflation retreat [3] - The UK is seeking to expedite the implementation of a trade agreement with the US [3] - Japan's Prime Minister emphasized the importance of investment over tariffs, noting positive economic signs following wage increases [3] - Japan's Finance Minister stated that there was no discussion of exchange rate levels in recent talks with the US Treasury Secretary [3] - Japan's Economic Revitalization Minister will continue to urge the US to reconsider tariff measures and will hold ministerial talks on trade expansion and economic security cooperation [3] Group 3: Other Central Banks and Economic Indicators - The Reserve Bank of New Zealand's Governor indicated that the official cash rate (OCR) may follow various paths, with uncertainty regarding a rate cut in July [4] - The Bank of Korea cut its benchmark rate by 25 basis points to 2.50%, aligning with market expectations [4] - The Bank of Korea forecasts inflation rates of 1.9% in 2025 and 1.8% in 2026, while lowering economic growth expectations for 2025 to 0.8% [4] - A Reuters survey indicated that 53 out of 61 economists expect the Reserve Bank of India to cut its benchmark rate by 25 basis points to 5.75% on June 6 [4] - The Bank of Korea's Governor noted that there is still room for further rate cuts due to economic downturn risks, with a low likelihood of policy rates falling below 2% [4] - The Bank of Korea's Governor mentioned that recent US court rulings will reduce the effective tariff rate on Korea from 13.3% to 9.7% [5] Group 4: Currency Trends and Investor Sentiment - Investor bullish positions on the New Taiwan Dollar and Philippine Peso have reached the highest levels since 2020, reflecting optimism towards all Asian currencies [5] - The Russian Ruble briefly strengthened against the US Dollar, reaching its highest level since June 2023 [5]