纽约汇市：彭博美元指数三连跌 日元延续涨势

Core Viewpoint - The US dollar has been declining for three consecutive trading days, nearing its lowest level since 2022, influenced by rising bearish sentiment in the options market and geopolitical tensions [1][10]. Group 1: Dollar Performance - The Bloomberg Dollar Spot Index fell by 0.6%, reaching its lowest level since September of the previous year, affected by trade tensions with Canada and speculation about potential US military action against Iranian leadership [1][10]. - The next critical support level for the dollar is the September 17 low of 1183.70; a drop below this level would mark the dollar's weakest performance since March 2022 [2][11]. - The premium for betting against the dollar has reached record highs, indicating that options traders are increasingly factoring in the risk of the US government being tolerant or even supportive of a weaker dollar [2][11]. Group 2: Geopolitical and Domestic Factors - The risk of a partial US government shutdown is also exerting pressure on the dollar, as increasing domestic political tensions may lead investors to hedge or reduce their exposure to dollar assets [3][12]. - Key upcoming events for the US market include the Federal Reserve meeting in January and the potential announcement of the next Federal Reserve Chair by President Donald Trump [3][13]. Group 3: Currency Movements - The USD/JPY pair dropped 1.5% to 153.31, marking its lowest level since November 7 [4][13]. - The euro and pound continued to gain against the dollar, with the EUR/USD rising 0.7% to a high of 1.1907 and the GBP/USD increasing 0.3% to 1.3678 [6][7][13]. - The USD/CAD reversed its downward trend, increasing by 0.1% to 1.3716, while the USD/CHF fell 0.4% to 0.7769, remaining at its lowest level since 2015 [8][9][14].