君諾金融：美元兑日元延续先前反弹势头，逼近148.00

Core Viewpoint - The USD/JPY currency pair is experiencing upward momentum, approaching the 148.00 level, supported by a slight increase in the US dollar and US Treasury yields, but concerns over the independence of the Federal Reserve and Trump's latest tariff threats are dampening market sentiment, providing support for the safe-haven yen [1]. Technical Overview - A breakout above the 148.00 level is seen as a key trigger for bullish sentiment in USD/JPY, with potential upward movement towards the significant 200-day simple moving average (SMA) just above 149.00, and further buying could lead to attempts to reclaim the psychological level of 150.00 [4]. - Support is identified at the 147.80 level, with a potential decline below this support leading to further drops towards the 147.30 area and ultimately the 147.00 level, which would negate the positive outlook and shift the short-term trend to bearish [5]. Fundamental Overview - Recent economic data includes a 3.0% increase in AUD construction work done, a GfK consumer confidence survey in the Eurozone showing -23.6, and a notable decline in the US MBA mortgage applications by 1.4% [6]. - President Trump's unprecedented order to dismiss Cook shocked investors, leading to initial declines in the dollar, which later rebounded after Cook's commitment to remain in position [6]. - Fed Chairman Jerome Powell's dovish remarks indicated a higher likelihood of rate cuts in the coming months, contributing to a decline in USD/JPY by over 1%, while the Bank of Japan's governor raised concerns about inflation from wage increases, hinting at conditions for further rate hikes [7].