Group 1 - The dollar index has retreated from recent highs, influenced by political risks surrounding the Federal Reserve's independence and ongoing geopolitical tensions [1][3] - The U.S. non-farm payrolls data for December showed an increase of only 50,000 jobs, significantly below market expectations, while the unemployment rate fell from 4.6% to 4.4%, indicating a cooling labor market [2] - Market expectations regarding the Federal Reserve's short-term policy path remain divided, with some anticipating aggressive easing due to economic slowdown and political uncertainty [2][3] Group 2 - The Japanese yen has faced structural pressure due to domestic political uncertainties and a lack of clarity regarding the Bank of Japan's interest rate hike schedule [2] - Geopolitical risks in the Middle East and Eastern Europe have led to a temporary return of risk-averse capital, providing marginal support to traditional safe-haven currencies like the yen, but not enough to alter its fundamental pressures [3] - The upcoming U.S. CPI and PPI data releases will be crucial for guiding the dollar and major currency trends [3]
【UNFX财经事件】美元回落日元承压 外汇市场受多重不确定性主导
Sou Hu Cai Jing·2026-01-12 09:33