Group 1: Currency Movements - The British pound is under pressure due to weak employment data, trading down to 1.3472 against the US dollar [5] - The Japanese yen continues to weaken as market risk appetite improves, with USD/JPY trading around 145.00, close to a two-week low [3] - The New Zealand dollar shows the largest decline among non-USD currencies, influenced by the resignation of the former Reserve Bank of New Zealand chairman [7][8] Group 2: Economic Indicators - The European Central Bank forecasts a 3.1% wage growth rate for the Eurozone in 2025, consistent with previous predictions, indicating alignment with the 2% inflation target [4] - The US is expected to release May's CPI data, with economists predicting a core CPI month-on-month increase of 0.1% to 0.3% [10]

Group 1 - Invesco predicts that the US dollar may decline by another 5% in the coming months due to pressure on the US economy and President Trump's preference for a weaker dollar to boost exports [1] - Deutsche Bank expects the upcoming US CPI data to confirm the Federal Reserve's wait-and-see stance, with a likelihood of maintaining interest rates unchanged in the near term [1] - Most economists anticipate that the Bank of Japan will delay its next interest rate hike until the first quarter of next year, with no expectations for a rate increase in the upcoming policy meeting [2] Group 2 - Morgan Stanley notes that foreign investors find long-term Japanese government bonds attractive, despite uncertainty regarding the timing of bond issuance adjustments by the Japanese government [2] - Jeffrey Gundlach, known as the "Bond King," believes the dollar is entering a long-term downtrend, which may lead to international stock markets outperforming US markets [2] - Gundlach also expects the Federal Reserve to maintain interest rates in the upcoming policy meeting, despite current low inflation levels [2]

景顺表示，在美国经济增长面临压力且美国总统特朗普乐见美元走弱以促进出口下，未来几个月美元可 能自当前水平再跌5%。景顺亚太全球市场策略师David Chao在简报会上表示，对冲活动的增加将导致 美元面临更大的下行压力；但他认为，美元从当前水平再贬10%的说法可能有点牵强。景顺看好黄金、 瑞士法郎和日元作为避险资产；看好德国、日本和瑞士政府债券。（彭博） ...