很多公司从日元贬值中受益。 日本央行新管委Kazuyuki Masu：日元（走势）总是同时存在上行和下行影响因素。 我的立场既非鹰派也非鸽派。 ...

Group 1 - The US dollar index is experiencing low-level fluctuations around 98, approaching its yearly low, influenced by geopolitical tensions and market expectations ahead of the Federal Reserve's FOMC meeting [1] - Market anticipates the Fed will maintain interest rates, but the dot plot and Powell's comments will be crucial indicators for future monetary policy [1] - Recent weak economic data from the US has increased expectations for two rate cuts this year, diminishing the dollar's attractiveness [1] Group 2 - The euro has seen limited gains despite a better-than-expected German ZEW economic sentiment index, with the euro/USD rising due to declining US Treasury yields and a weaker dollar [3] - Market expectations for a rate cut by the European Central Bank (ECB) have slightly decreased, with the deposit facility rate projected at 1.78% for December [3] - The ECB reported an increase in overnight loan facility usage to €9 million, while overnight deposit facility usage rose to €2,711.169 billion, indicating ample market liquidity [3] Group 3 - The Bank of Japan maintained its short-term interest rate at 0.5% and announced a slower pace of bond purchase reduction, reflecting caution regarding market liquidity and economic outlook [7] - The Bank of Japan's governor highlighted uncertainties from US trade policies that could impact corporate decisions and economic conditions [7] Group 4 - The British pound's net long positions surged by 50% to 51,634, the highest in seven months, amid expectations of a potential dovish signal from the Bank of England [6] - If UK inflation data falls below expectations, the likelihood of the Bank of England maintaining rates while signaling potential cuts may increase [6] Group 5 - New Zealand's economy is projected to grow by 0.7% quarter-on-quarter in Q1 2025, exceeding the Reserve Bank of New Zealand's forecast, though this prediction carries significant uncertainty [7] - The Reserve Bank of New Zealand's decision on interest rates in July will depend on upcoming economic data [7]

1、特朗普：美国仍有可能介入伊以冲突。若伊朗对美发动攻击，美国将"以空前规模全力回击"。伊以 应达成协议。 北京时间周一（6月16日）亚盘开盘，美元指数交投于98.20附近，主要非美货币对美元涨跌不一，欧 元/美元交投于1.1540附近，英镑/美元徘徊在1.3550附近，澳元/美元徘徊在0.6480附近，美元/加元徘徊 在1.3590附近，美元/日元暂处144.2100附近。今日基本面关注美国6月纽约联储制造业指数。 上一交易日，美元指数收盘价收98.14，人民币兑美元即期收盘价7.1813，人民币对美元汇率中间价 7.1772，较前一交易日上调31个基点。今日人民币对美元汇率中间价为7.1789，调贬17个基点。 基本货币对分析： 美元指数：美指上周五上涨在98.60之下遇阻，下跌在97.60之上受到支持，意味着美元短线上涨后有可 能保持下跌的走势。如果美指今天上涨在98.65之下遇阻，后市下跌的目标将会指向97.65--97.15之间。 今天美指短线阻力在98.60--98.65，短线重要阻力在99.05--99.10。今天美指短线支持在97.65--97.70，短 线重要支持在97.15--97.20。 ...