每日机构分析：7月23日

Group 1 - The U.S. will impose a 15% tariff on Japanese goods, lower than the previously threatened 25%, which has improved market risk appetite and reduced demand for the yen as a safe-haven asset [2] - Japan's Prime Minister Shigeru Ishiba's ruling coalition lost its majority in the recent upper house elections, raising speculation about his potential resignation and increasing political uncertainty regarding future cooperation with opposition parties [2] - Goldman Sachs predicts that U.S. tariffs will raise core inflation by approximately 1.7% over the next 2-3 years, with GDP growth forecast for 2025 revised down to 1% [3] Group 2 - The European Central Bank is expected to maintain its current monetary policy in the upcoming meeting, but there is potential for further easing due to unexpected declines in inflation in Nordic countries and uncertainties from tariffs and trade negotiations [2] - PIMCO economists suggest that President Trump is unlikely to replace Federal Reserve Chairman Jerome Powell but will use upcoming appointment opportunities to influence Fed policy direction [1][2] - Morgan Stanley highlights that if the dollar is no longer viewed as a safe investment, it could lead to significant issues, indicating a potential long-term decline in investment trends in the U.S. [3]