Group 1: Economic Insights - The U.S. economy's third-quarter growth exceeded expectations, with a 1.5 percentage point increase attributed to President Trump's tariff policies reducing the trade deficit [1][7] - The strong GDP data is viewed as a "great Christmas gift" for the American people, indicating a significant economic recovery and a return of a large workforce to the labor market [1][7] - The ongoing prosperity in artificial intelligence is driving economic growth while exerting downward pressure on inflation [1][7] Group 2: Currency and Market Reactions - Japan's authorities are intensifying verbal warnings regarding the depreciation of the yen, indicating a readiness to take "bold actions" against currency fluctuations [2][8] - Market interpretations suggest that Japan's commitment to intervene in the currency market may have received tacit approval from the U.S. [2][8] - The U.S. dollar against the yen is experiencing downward pressure due to profit-taking and expectations of further rate cuts by the Federal Reserve [5][10] Group 3: Commodity Market Trends - Gold prices are rising, reaching historical highs around 4494, supported by increasing expectations of Fed rate cuts and heightened geopolitical tensions [4][9] - The increase in gold ETF holdings is also contributing to the upward momentum in gold prices [4][9]
邦达亚洲:再次干预汇市预期升温 美元日元承压收跌
Xin Lang Cai Jing·2025-12-24 07:10