邦达亚洲:日本央行加息靴子落地 美元日元小幅收涨
Xin Lang Cai Jing·2025-12-19 06:13

Group 1: US Employment Data - The number of initial jobless claims in the US for the week ending December 13 fell to 224,000, down from 237,000 the previous week, and below economists' expectations of 225,000 [1][6] - The four-week moving average of jobless claims increased slightly to 217,500, indicating a "moderate fluctuation" in the overall data during the holiday season [1][6] - Continuing claims for unemployment benefits rose to 1.897 million, better than the market expectation of 1.93 million, with the four-week average revised to 1.902 million from a previous value of 1.838 million [1][6] Group 2: Japanese Monetary Policy - The Bank of Japan announced a 25 basis point interest rate hike to 0.75%, marking the second increase this year and the highest level since September 1995 [2][6] - The central bank noted that the trend of moderate wage and price increases is expected to continue, with reduced uncertainty from US economic and trade policies [2][6] - The Bank of Japan emphasized that if inflation targets are met, it will continue to raise policy rates and adjust monetary easing [2][7] Group 3: Gold Market - Gold prices experienced slight declines, trading around 4327, influenced by profit-taking and strong US employment data [3][8] - US inflation data falling short of market expectations diminished gold's appeal as an inflation hedge [3][8] - Key resistance for gold is noted at 4360, with support around 4300 [3][8] Group 4: Currency Markets - The USD/JPY pair saw slight declines, trading around 155.90, influenced by technical selling near the 156.00 level and weak US inflation data [4][9] - The USD/CAD pair also experienced slight declines, trading around 1.3780, affected by technical selling near 1.3800 and weak US inflation data [5][10] - Key resistance for USD/JPY is at 157.00, with support at 155.00, while for USD/CAD, resistance is at 1.3850 and support at 1.3700 [4][5][9][10]