每日机构分析：12月23日

Group 1 - The British pound's recent upward trend may soon lose momentum due to ongoing economic headwinds, with predictions indicating that the Bank of England may further ease policies in 2026, limiting the pound's gains in the new year [1] - Japanese government bonds saw a significant drop in prices, but a slight recovery occurred due to potential buying interest, with the 10-year Japanese government bond yield reaching 2.080%, the highest since February 1999 [1] - The South Korean central bank's financial stability report highlighted increasing financial vulnerabilities due to soaring housing prices and a weak currency, despite the overall resilience of the financial system [3] Group 2 - The Japanese finance minister's comments on the yen's volatility led to a stronger yen, but concerns remain about the yen being a favored short position if the Bank of Japan does not accelerate interest rate hikes [2] - The Australian dollar's monetary policy path is closely tied to quarterly CPI data, with potential pressure for rate hikes in February 2024 if inflation remains high, although current inflation levels do not challenge the central bank's expectations [3] - The Singapore dollar has emerged as one of the strongest Asian currencies this year, benefiting from avoiding the worst impacts of U.S. tariff policies and a weakening dollar [2]