【UNforex财经事件】政治不确定性再定价 美元承压主要货币分化

Group 1 - The core viewpoint of the articles highlights the impact of political risks and macroeconomic data on the USD and JPY, with a focus on the Federal Reserve's independence and the geopolitical tensions affecting market sentiment [1][2][3] Group 2 - The U.S. non-farm payrolls increased by 50,000 in December, which was below market expectations and weaker than the previously revised figure, while the unemployment rate fell from 4.6% to 4.4%, indicating a cooling labor market [2] - The market is divided on the Federal Reserve's short-term policy path, with some expecting aggressive easing due to economic slowdown and political uncertainties, while others see the labor market's resilience as a constraint on such expectations [2] - The USD/JPY pair dipped to around 157 during the Asian session but remained within a low range, influenced by uncertainties in Japan's political environment and monetary policy outlook [2] - Geopolitical tensions in the Middle East and Eastern Europe are rising, with the U.S. signaling potential actions regarding Iran, leading to increased regional security risks and affecting overall market risk appetite [3] - The recent decline in the USD reflects a market re-evaluation of institutional and political risks rather than being solely driven by economic data [3] - The JPY is receiving marginal support from geopolitical risk aversion, but domestic political uncertainties and unclear monetary policy timelines continue to exert structural pressure on the currency [3]