邦达亚洲:日本央行加息预期重燃 美元日元承压收跌

Group 1 - The Bank of Japan is expected to raise the benchmark interest rate as early as March, with up to three rate hikes possible by 2026 due to persistent inflation and a weak yen [1][6] - Positive market factors include a nominal economic growth rate of 3% to 4% and clearer policy strategies from Prime Minister Kishida [1][6] - The U.S. initial jobless claims for the week ending February 7 were reported at 227,000, slightly above expectations, indicating a recovery in economic activity following severe winter weather [1][6] Group 2 - The Eurozone's adjusted trade balance for December and the adjusted GDP growth rate for Q4 are key data points to watch [2][7] - The U.S. Consumer Price Index (CPI) for January is also a significant indicator to monitor [2][7] Group 3 - Gold prices fell significantly, dropping below the 5000 mark and reaching a four-day low, trading around 4950, influenced by profit-taking and reduced expectations for Fed rate cuts [3][8] - The USD/JPY exchange rate declined to around 153.30, influenced by concerns over potential Bank of Japan interventions and expectations of interest rate hikes [4][9] - The USD/CAD exchange rate saw a slight increase, trading around 1.3620, supported by a strong U.S. non-farm payroll report and easing oil supply concerns [5][10]