邦达亚洲:美元走高油价下挫 美元加元小幅收涨

Group 1: Federal Reserve Insights - Kansas City Fed President Esther George indicated that interest rates should remain at a level that continues to apply pressure on the economy to further cool inflation, suggesting a preference for maintaining a moderately restrictive monetary policy [1][5] - George noted that while there are signs of cooling in the labor market, this trend may persist for some time to avoid worsening inflation prospects, emphasizing that the slowdown in the job market is driven by structural factors [1][5] - Fed Governor Michael Barr expressed concerns about the independence of the Federal Reserve in light of the U.S. Department of Justice's criminal investigation and accusations against Fed Governor Lisa Cook, stating these actions challenge the Fed's independence [1][5] Group 2: Economic Data and Market Reactions - The market is currently focused on key economic data releases, including Germany's December CPI year-on-year final value, Germany's 2025 annual GDP year-on-year, and the U.S. December industrial production month-on-month [1][5] - Gold prices experienced a slight decline, trading around 4605, influenced by profit-taking and strong U.S. economic data, along with optimistic comments from Fed officials [2][7] - The USD/JPY pair saw a slight increase, trading around 155.30, supported by expectations of the Fed's inaction in January and positive economic data, although concerns about potential intervention by the Bank of Japan limited upward movement [3][8] - The USD/CAD pair also rose slightly, trading around 1.3890, supported by a strong U.S. dollar and weak Canadian economic data, with attention on the 1.4000 resistance level [4][9]