7月9日汇市晚评：日本央行加权通胀中值仍低于2% 美元/日元突破147关口

Group 1 - The euro to dollar exchange rate has dropped to around 1.1705, while the pound has risen for the fourth consecutive trading day, surpassing the 1.3700 mark during the European session [1] - The US dollar has regained strength against the yen, breaking through the 147.00 level, and the Australian dollar is fluctuating above 0.6500 [1] - The New Zealand dollar is showing an upward trend, trading around 0.6050, and the US dollar has also strengthened against the Canadian dollar, climbing to approximately 1.3700 [1] Group 2 - President Trump stated that those who challenge the dollar will pay a price, emphasizing the dollar's dominance [2] - Trump also suggested that if Federal Reserve Chairman Powell misleads Congress, he should resign immediately and called for an interest rate cut [3] - According to the Wall Street Journal, National Economic Council Director Hassett is a strong contender for the next Federal Reserve Chairman, having met with Trump in June [3] Group 3 - Fitch Ratings indicated that US stablecoin legislation could address key credit risks and enhance usage [4] - The UK's Office for Budget Responsibility (OBR) projected that by the early 2070s, UK debt will exceed 270% of GDP [5] - The Hong Kong Monetary Authority provided liquidity of 46.7 billion HKD to banks through the discount window [6] - The Bank of Japan's committee member noted that the weighted median inflation remains below 2%, requiring careful examination of inflation stability in Japan's economy [6] - The Reserve Bank of New Zealand maintained its benchmark interest rate at 3.25%, aligning with market expectations, and indicated potential future rate cuts if mid-term inflation pressures ease [6] - A Reuters survey indicated that all 30 economists surveyed expect the Reserve Bank of Australia to lower the cash rate to 3.60% in August [6] Group 4 - The Thai Industrial Federation estimated that Thailand's exports have suffered losses of approximately 800 to 900 billion THB due to US tariff measures [7] - The Vietnamese Prime Minister stated that achieving a growth target of at least 8% by 2025 is a significant challenge [8] - The Bank of Thailand's meeting minutes suggested that monetary policy should remain accommodative to support economic development, with a low likelihood of a technical recession [8] Group 5 - Technical analysis for EUR/USD indicates resistance at the 2025 high of 1.1830, with support at the 55-day simple moving average at 1.1428 [9] - For AUD/USD, the Ichimoku Cloud analysis shows the pair testing the baseline, indicating potential short-term downside risk, although the overall trend remains unchanged [9] - GBP/USD is currently contesting the 2022 high of 1.3643, with support from the 21-day simple moving average at 1.3588 [10]