邦达亚洲:日本央行加息预期降温 美元日元刷新11日高位

Group 1 - Japanese Prime Minister Fumio Kishida has pressured the Bank of Japan regarding monetary policy, leading to a rapid decline in the yen [1][6] - Kishida expressed concerns about potential further interest rate hikes during a meeting with Bank of Japan Governor Kazuo Ueda, showing a notably stronger stance compared to their previous meeting in November [1][6] - The Bank of Japan attempted to downplay the implications of political interference, stating that Kishida did not make any specific requests during the meeting [1][6] Group 2 - Boston Federal Reserve President Susan Collins indicated that due to recent economic data showing improvements in the labor market, interest rates are likely to remain unchanged for some time [2][7] - Collins noted that the labor market is showing signs of unusual stability and emphasized the need for more evidence that inflation is moving towards the 2% target [2][7] - She mentioned that after a cumulative easing of 175 basis points over the past year and a half, the current interest rate is close to a neutral level, which neither stimulates nor suppresses the economy [2][7] Group 3 - Gold prices experienced fluctuations, briefly falling below the 5100 mark, with current trading around 5210, influenced by profit-taking and hawkish comments from Federal Reserve officials [3][8] - Concerns over geopolitical tensions and trade uncertainties have limited the downside potential for gold prices [3][8] Group 4 - The USD/JPY exchange rate rose, breaking the 156.00 mark and reaching an 11-day high, trading around 155.70, supported by hawkish comments from Federal Reserve officials and Kishida's opposition to interest rate hikes [4][9] - The focus for the USD/JPY pair is on the resistance level around 156.50 and support at 155.00 [4][9] Group 5 - The USD/CAD exchange rate also increased, reaching a 12-day high and trading around 1.3680, driven by the strengthening of the US dollar due to hawkish comments from Federal Reserve officials and positive economic data [5][10] - The pair is expected to face resistance around 1.3750 and support at 1.3600 [5][10]