Group 1 - The core theme of the global foreign exchange market is centered around the weakening U.S. economic data and the resulting increased expectations for Federal Reserve interest rate cuts [1] - A series of weak economic indicators, including a significantly lower-than-expected non-farm payroll increase, a four-year high in initial jobless claims, and a decline in the consumer confidence index for the second consecutive month, depict a cooling labor market and weakening overall economic momentum [1] - Despite the CPI inflation data for August being slightly above expectations, market confidence in the Federal Reserve adopting a dovish policy remains strong, with a general expectation of at least a 25 basis point rate cut in the upcoming meeting [1] Group 2 - The Euro and British Pound have benefited from the general weakness of the U.S. dollar, with the Euro rising above the 1.1700 mark and the Pound testing the 1.3600 level [2] - The Australian Dollar has emerged as a standout currency, reaching a nearly 10-month high and surpassing 0.6600, driven by strong commodity prices and domestic inflation data that reduced the likelihood of interest rate cuts by the Reserve Bank of Australia [2] - The Chinese Yuan has shown steady appreciation against the U.S. dollar, supported by the PBOC's proactive guidance on the midpoint [2] Group 3 - Market attention is focused on the upcoming meetings of the Federal Open Market Committee (FOMC) and the Bank of Japan (BOJ), with expectations of cautious market sentiment ahead of these significant risk events [3]

当美国总统特朗普宣称"很快宣布美联储新任主席"人选，并将现任主席鲍威尔排除在候选名单之外时， 全球外汇市场的神经立刻绷紧。叠加上周远逊预期的非农数据（新增仅7.3万，前值大幅下修）和CME 工具显示的9月降息概率飙升至89%，甚至高盛、花旗开始预警50基点大幅降息的可能性——汇市的波 动性骤然加剧。 在这样信息爆炸、预期急速转变的关键时刻，投资者比任何时候都更需要一个反应迅速、资讯全面、解 读深入的平台，来捕捉行情异动、理解事件影响。新浪财经APP外汇频道，正是为应对这种复杂市场环 境而设计的得力助手。 一、 关键资讯，第一时间触达与解读 快讯速递，抢占先机： 如特朗普关于美联储主席的爆炸性言论、非农就业数据的意外爆冷、CME"美联 储观察"概率的跳升、以及高盛/花旗关于50基点降息的警示报告等核心市场动态，新浪财经APP外汇频 道依托强大的信息网络，力求在第一时间向用户推送快讯提醒，确保您不会错过任何可能引发市场巨震 的头条新闻。 当市场预期剧烈波动（如降息概率从温和25基点转向激进的50基点讨论），汇价的反应往往极其迅速且 剧烈。新浪财经APP外汇频道致力于提供可靠、及时的行情服务： 深度剖析，理清脉络： ...

日本财务大臣加藤胜信：不会对汇率水平发表评论，重要的是外汇以反映基本面的稳定方式移动，对包 括投机者推动的外汇市场波动感到担忧。 ...

美元指数DXY短线上扬逾10点，报99.24。欧元兑美元EUR/USD回落至1.15下方，日内跌0.38%。 美元指数 欧元/美元 ...

Group 1 - The US dollar against the Japanese yen fell by 0.96%, closing at 147.38 yen after the Japanese parliamentary elections on Sunday, indicating a significant drop [1] - The trading range for the day was between 148.66 and 147.08 yen, showing volatility in the currency market [1] Group 2 - The euro against the Japanese yen decreased by 0.38%, while the British pound against the yen fell by 0.41% [2] - Conversely, the euro against the US dollar increased by 0.60%, and the British pound against the US dollar rose by 0.57%, indicating a stronger performance of the euro and pound against the dollar [2] - The US dollar against the Swiss franc declined by 0.44%, reflecting a broader trend of the dollar's weakness [2]

Group 1 - The Japanese government expresses concern over fluctuations in the foreign exchange market, particularly regarding speculative operations [1] - The government aims to create a stable market environment to ensure the smooth issuance of Japanese government bonds [1]

Group 1 - The Deputy Chief Cabinet Secretary of Japan, Aoki Kazuhiko, expressed concerns regarding fluctuations in the foreign exchange market, particularly related to speculative operations [1]

Group 1 - The US Dollar Index (DXY) has increased by nearly 20 points, currently reported at 98.05 [1] - The Euro against the US Dollar (EUR/USD) has decreased by over 20 points, currently reported at 1.1672 [1]

Core Viewpoint - The Bank of Korea will maintain a cautious stance and monitor the potential for increased volatility in the foreign exchange market [1] Group 1 - The Bank of Korea is focused on the fluctuations in the foreign exchange market and is prepared to respond accordingly [1]

Core Viewpoint - The global financial market is focused on the differing monetary policy stances of key central bank leaders, reflecting an uneven path towards policy normalization despite progress in inflation reduction [1][2]. Group 1: Federal Reserve and European Central Bank - Federal Reserve Chairman Jerome Powell expressed a cautious but slightly dovish tone, indicating that more positive data is needed to confirm a sustained decline in inflation towards the 2% target [2]. - Powell mentioned that if upcoming employment and inflation data continue to improve, the Fed may consider a rate cut as early as September, with market expectations showing a 71.8% probability for this outcome [2][4]. - European Central Bank President Christine Lagarde reiterated a data-driven approach, noting that while goods inflation has slowed, service sector inflation remains stubborn, and there is no preset path for rate cuts [2][4]. Group 2: Bank of England and Bank of Japan - Bank of England Governor Andrew Bailey maintained a cautious hawkish stance, expressing concerns over wage growth and service sector inflation despite a noticeable decline in UK inflation [4][5]. - Bailey's comments led to a slight strengthening of the British pound, as market expectations for a summer rate cut were pushed to the fourth quarter [5]. - Bank of Japan Governor Kazuo Ueda emphasized that while there has been progress in wage growth, aggressive tightening is not yet appropriate, and the BoJ needs to see stable inflation above 2% before taking further action [6][7]. Group 3: Market Reactions and Currency Trends - The overall tone from central bank leaders remains consistent, but increasing divergence in policy paths may lead to volatility in the foreign exchange market [8]. - The US dollar is under pressure due to rising fiscal deficits and trade policy uncertainties, with a potential continuation of this trend if upcoming US employment data is weak [8]. - The Japanese yen remains under pressure due to the BoJ's dovish stance, while the euro and pound are experiencing increased volatility as the ECB and BoE navigate the balance between slowing inflation and wage pressures [8].