纽约汇市:彭博美元指数在清淡交投中持稳 日元领涨
Xin Lang Cai Jing·2025-12-29 21:09

Core Viewpoint - The US dollar index remains stable amid light trading, with corporate cash flows dominating price movements, while hedge funds maintain a cautious stance as the year-end approaches, leading to a lack of clear directional catalysts [1][4]. Group 1: Market Performance - The Bloomberg dollar spot index increased by less than 0.1% during the day, following a 0.8% decline last week, marking the largest weekly drop since June [5]. - The yield on the US 10-year Treasury bond fell by approximately 2 basis points to 4.11% [6]. - The US stock market declined, with a focus on falling precious metal prices [7]. Group 2: Currency Movements - The Japanese yen led G-10 currencies, with traders analyzing the Bank of Japan's policy meeting insights, betting on potential further rate hikes [8]. - The USD/JPY pair dropped by 0.4% to 155.99 before narrowing its losses [2]. - The EUR/USD fell by 0.1% to 1.1761, while the GBP/USD remained stable at 1.3498 [2][8]. - The Canadian dollar decreased by about 0.1%, with the USD/CAD trading at 1.3691, close to a five-month low of 1.3643 reached on December 26 [3][8]. Group 3: Economic Insights - The upcoming release of the Federal Reserve's December meeting minutes may provide more insights into policy decisions, although it is not expected to generate significant volatility related to interest rates [7]. - Analysts suggest that the FOMC minutes could test market expectations regarding interest rate cuts, but new information is unlikely to emerge that would cause substantial market movements [7]. Group 4: Geopolitical Context - Ukrainian President Zelensky has sought long-term security guarantees from the US, specifically from Donald Trump, for a period of up to fifty years [8].