邦达亚洲:美元走高油价下挫 美元加元刷新20日高位

Group 1: Employment Data - The US private sector added 41,000 jobs in December, following a decline in November, which was below the Bloomberg economists' median estimate of 50,000 [1][6] - The report indicates a gradual cooling of the labor market without a sharp deterioration, with recent hiring activity being subdued and an increase in the unemployment rate affecting economic expectations for the new year [1][6] - Job growth was primarily driven by the education, healthcare, and leisure and hospitality sectors, while professional services and manufacturing saw declines [1][6] - Small businesses have resumed hiring after several months of layoffs, recovering from job losses experienced in November [1][6] Group 2: Federal Reserve Regulatory Changes - The Federal Reserve is reassessing its bank rating approach, continuing a broader effort initiated during the Trump administration to refocus regulatory attention on significant risks posed by banks [7] - The CAMELS rating framework, which scores banks on capital adequacy, asset quality, management, profitability, liquidity, and market risk sensitivity, is being adjusted to better reflect a bank's risk characteristics and financial condition [7] - The "management" category of the CAMELS framework is suggested to be evaluated based on measurable factors, responding to calls from banking groups for a review of the assessment standards [7]