每日机构分析：11月26日

Group 1 - The Federal Reserve's expectations for interest rate cuts have increased, leading to a weaker US dollar, influenced by mixed economic data and potential changes in leadership [1] - The Reserve Bank of New Zealand is cautious about further rate cuts unless economic data shows significant weakness [1] - Consumer confidence in the US has sharply declined, with the unemployment rate rising, indicating significant pressure on consumer sentiment [2] Group 2 - Australia's inflation pressures are intensifying, posing serious policy challenges for the Reserve Bank of Australia, which has already cut rates three times this year, but the effects are not yet fully realized [1] - The Australian economy's inflation remained stable in October, and core indicators have rebounded, making further rate cuts unlikely [1] - The Bank of Japan is likely to guide market expectations ahead of a potential rate hike in December, with indications from government officials supporting this move [1][2]