Group 1 - The core viewpoint of the articles indicates that the USD/JPY exchange rate has risen by 0.45%, trading close to 148.30, driven by Federal Reserve Chairman Jerome Powell's speech which did not support an aggressive dovish stance, strengthening the dollar against most major currencies [1][3] - The US Dollar Index (DXY) has increased nearly 0.4%, approaching 97.60, recovering from a two-day decline [3] - Powell's remarks highlighted the challenges posed by upward inflation risks and a slowing labor market demand, prompting caution among policymakers regarding further easing of monetary policy [3] Group 2 - Several Federal Open Market Committee (FOMC) officials, including St. Louis Fed President Bullard, Atlanta Fed President Bostic, and Cleveland Fed President Mester, echoed Powell's cautious stance on monetary policy due to persistent inflation risks [3] - Investors are expected to focus on upcoming US durable goods orders data and the August Personal Consumption Expenditures (PCE) price index, which will be released on Thursday and Friday, respectively, as these will serve as important market references [3] - Japan's manufacturing activity has declined again in September, with the Jibun Bank Manufacturing PMI preliminary value at 48.4, down from 49.7 in August, contrary to economists' expectations of a rebound to 50.2 [3]
君諾金融：鲍威尔释放谨慎信号 美元兑日元将进一步突破148关口？
Sou Hu Cai Jing·2025-09-24 10:57