Core Viewpoint - The foreign exchange market is experiencing fluctuations with the US dollar gaining strength due to supportive economic data and geopolitical concerns, while other currencies like the euro and pound are showing mixed trends [2][3]. Group 1: Currency Trends - The British pound against the US dollar showed a "bottoming rebound - range oscillation" pattern, while the euro against the dollar exhibited a similar "bottoming rebound - narrow oscillation" pattern [1]. - The US dollar against the Japanese yen is in a "strong trend with short-term consolidation" phase, indicating potential for further upward movement [1]. - The Australian dollar against the US dollar is in a "continuation of the downtrend + short-term support testing" stage, suggesting ongoing weakness [1]. Group 2: Economic Indicators and Central Bank Insights - Recent strong US economic data has bolstered the dollar's advantage, reducing expectations for further rate cuts by the Federal Reserve this year [2]. - Federal Reserve officials indicate that consumer spending remains healthy, but there are concerns about potential job losses affecting future spending [2]. - The European Central Bank is likely to maintain interest rates unchanged due to controlled inflation, as noted by Investec economists [2]. Group 3: Technical Analysis - For the euro/dollar pair, the MACD indicates a weak bearish structure, with potential resistance at 1.1845 and support levels at 1.1645 and 1.1573 [4]. - The pound/dollar pair has seen a significant drop, but it has not closed below the support level of 1.3332, suggesting a possible temporary halt in the downward trend [4]. - The dollar/yen pair has surpassed 149.04, indicating the end of bearish sentiment and the potential for bullish development, with resistance at 150.50 [5].

截至发稿时，衡量美元兑六种主要货币表现的美元指数（DXY）上涨近0.4%，接近97.60。在此前连续两 日回调后，美元指数重新恢复上行走势。 周三欧洲交易时段，美元/日元上涨0.45%，交投接近148.30。美联储主席鲍威尔在讲话中未支持激进的鸽 派立场，令美元兑多数主要货币走强，从而推动美元/日元大幅上扬。 鲍威尔的表态与其他几位联邦公开市场委员会（FOMC）官员的观点一致。圣路易斯联储主席穆萨勒姆、 亚特兰大联储主席博斯蒂克，以及克利夫兰联储主席哈马克周一均表示，央行在进一步解除货币政策限制 时需要谨慎，原因是通胀风险依然存在。 君諾金融展望后市，投资者将关注美国耐用品订单数据以及8月个人消费支出（PCE）物价指数，分别于周 四和周五公布，这些数据将成为市场下一步的重要参考。 另一方面，日本9月制造业活动再度下滑。最新公布的Jibun银行制造业PMI初值为48.4，低于8月的49.7。 经济学家此前预计本月制造业PMI将回升至50.2。服务业PMI则小幅回落，从上月的53.1降至53.0，显示扩 张速度有所放缓。 周二，鲍威尔在"大普罗维登斯商会"的讲话中表示，上行的通胀风险与就业市场需求放缓给美联储带来 ...

Core Points - The US dollar index is trading around 97.33, with mixed movements in major non-USD currencies [1] - The Chinese yuan has appreciated against the US dollar, with the central parity rate rising by 49 basis points to 7.1057 [3] - The Australian dollar has recently declined, breaking key support levels, but may show potential for recovery if it maintains above certain moving averages [4] - The USD/JPY pair shows signs of upward momentum, with key resistance levels identified at 148.57 and 149.00 [5] - The EUR/USD pair has experienced a pullback but remains above significant moving averages, with potential downward pressure if it falls below certain trend lines [5] Economic Indicators - The focus for today includes the German IFO Business Climate Index to be released at 16:00 [1][9] - The OECD has revised its global economic growth forecast for 2025 to 3.2%, up from a previous estimate of 2.9% [8] Key Events - US President Trump is scheduled to speak at the UN General Assembly [9] - Australia will release its August weighted CPI year-on-year data [9] - The US will report on new home sales and EIA crude oil inventories later in the day [10]

汇通财经APP讯——周二（9月23日）亚市早盘，美元/日元于147.80附近窄幅震荡。随着市场消化美联 储官员关于最新货币政策立场的言论，美元/日元多头有所顾忌。市场等待周二晚些时候发布的美国标 普全球制造业和服务业采购经理人指数（PMI）初值报告。 技术分析：美元/日元陷于区间震荡 上周五的日本央行议息会议未能推动美元/日元实现突破，植田和男行长未就未来数月可能的加息提供 明确信号。因此，汇价仍局限于过去两个月大部分时间内所处的145.75-148.50区间内运行。 尽管上周出现连续两个交易日（9月17-18日）的强势反弹推动汇价脱离近两个月低点（145.48），似乎 倾向于最终实现看涨突破，但也可认为突破本应已经发生。在明确突破出现之前，当前区间格局依然有 效，后续汇价或持续在此区间震荡。 日线图显示，美元/日元上周五收盘近乎持平，在上周四高点附近形成宽腿十字星。周一虽短暂突破上 周高点但最终回落，在区间顶部形成射击之星K线。周二很可能在周一的波动范围内吸引卖盘逢高做 空，目标指向147.19低点/日线第二支撑位或147关口。 （美元/日元日线图，来源：易汇通） 美联储上周三按预期降息，但暗示未来几个月不 ...

Group 1: Gold Market Analysis - Gold prices experienced a slight recovery, increasing by approximately 0.30% during the Asian session on September 19, breaking a two-day decline [1] - The price of gold reached a historical high of $3707.35 per ounce on September 17, but faced selling pressure following optimistic labor market data, leading to profit-taking and a shift towards the dollar [1][3] - Analysts noted that profit-taking was driven by a reassessment of Federal Reserve policy changes, with expectations of rate cuts tempered by Chairman Powell's comments indicating a cautious approach to rate adjustments [3] Group 2: Market Sentiment and Technical Indicators - Despite the initiation of a new easing cycle by the Federal Reserve, gold prices have struggled to find upward momentum, remaining above $3600 per ounce [3] - The market's risk-averse sentiment persists, with expectations of two more rate cuts by the Federal Reserve this year limiting the downside for gold [4] - Technical analysis indicates that gold is facing resistance around $3670, with support at approximately $3630, suggesting a range-bound trading environment [4] Group 3: Broader Economic Indicators - The U.S. dollar index has shown signs of recovery following the Federal Reserve's rate cut, which has further pressured gold prices [4] - Positive initial jobless claims data from the U.S. has also contributed to downward pressure on gold [4]

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]

Core Viewpoint - The remarks made by Federal Reserve Chairman Jerome Powell last Friday may provide more downward pressure on the USD/JPY exchange rate, indicating a potential for further weakening of the dollar in the short term [1] Group 1: Federal Reserve and Monetary Policy - Powell's comments have increased the likelihood of a rate cut by the Federal Reserve in the September meeting [1] - The market sentiment is leaning towards a more dovish stance from the Fed, which could lead to a weaker dollar [1] Group 2: Currency Exchange and Trading Strategy - Nomura's global market research team expresses increased confidence in their short position on USD/JPY, targeting a level of 142.00 yen per dollar by the end of October [1] - Recent discussions among Bank of Japan officials, including member Nakagawa Junko, regarding the possibility of a rate hike before the end of the year are also a focal point [1]

Group 1 - The resignation of Federal Reserve Governor Christopher Waller has led traders to increase bets on a rate cut by the Fed in September, with a significant shift in market sentiment towards gold [1] - The current sentiment in the gold market shows that 60% of positions are long, indicating bullish sentiment among traders [1] Group 2 - The Hang Seng Index shows a bullish sentiment with 71% long positions, while the S&P 500 Index has 26% long positions [3] - The Nasdaq Index has 40% long positions, and the Dow Jones Index has 70% long positions, reflecting varying levels of investor confidence [3] - The Nikkei 225 Index has 37% long positions, while the German DAX 40 Index shows a more balanced sentiment with 56% long positions [3] Group 3 - In the forex market, the Euro/USD pair has 34% long positions, while the Euro/GBP pair has 23% long positions, indicating a bearish outlook [3] - The Euro/JPY pair has only 18% long positions, and the Euro/AUD pair shows a very low 5% long positions, suggesting strong bearish sentiment [3] - The GBP/USD pair has 70% long positions, indicating a bullish outlook, while the GBP/JPY pair has 53% long positions [3] - The USD/JPY pair has 35% long positions, and the USD/CAD pair is nearly balanced with 49% long positions [3] - The USD/CHF pair has a very low 12% long positions, indicating a strong bearish sentiment [3]

Group 1: Precious Metals - Spot platinum (XPTUSD) is priced at 1275.100, down by 15.140 or 1.17% [2] - Spot palladium (XPDUSD) is priced at 1176.530, down by 12.190 or 1.03% [2] - Gold (COMEX) is priced at 3350.500, up by 8.200 or 0.25% [2] - Silver (COMEX) is priced at 36.530, down by 0.260 or 0.71% [2] Group 2: Foreign Exchange Rates - Euro to USD (EURUSD) is at 1.141, unchanged [3] - GBP to USD (GBPUSD) is at 1.317, down by 0.28% [3] - USD to JPY (USDJPY) is at 150.360, down by 0.27% [3] - AUD to USD (AUDUSD) is at 0.643, up by 0.01% [3] - USD to CHF (USDCHF) is at 0.816, up by 0.44% [3] Group 3: Cryptocurrencies - Bitcoin (BTC) is priced at 114753.620, down by 1010.460 or 0.87% [4] - Litecoin (LTC) is priced at 104.870, down by 1.220 or 1.15% [4] - Ethereum (ETH) is priced at 3614.980, down by 83.410 or 2.26% [4] - Ripple (XRP) is priced at 2.953, down by 0.070 or 2.31% [4] Group 4: Treasury Bonds - The yield on the 2-year U.S. Treasury bond is 3.953, up by 0.002 or 0.05% [6] - The yield on the 5-year U.S. Treasury bond is 3.981, up by 0.021 or 0.53% [7] - The yield on the 10-year U.S. Treasury bond is 4.395, up by 0.035 or 0.80% [7] - The yield on the 30-year U.S. Treasury bond is 4.930, up by 0.045 or 0.92% [7] - The yield on the 10-year UK Treasury bond is 4.633, up by 0.062 or 1.36% [7] - The yield on the 10-year German Treasury bond is 2.721, up by 0.029 or 1.08% [7] - The yield on the 10-year French Treasury bond is 3.384, up by 0.036 or 1.08% [7] - The yield on the 10-year Italian Treasury bond is 3.573, up by 0.038 or 1.07% [7] - The yield on the 10-year Japanese Treasury bond is 1.555, down by 0.005 or 0.32% [7]

Group 1 - The core point of the news is that President Trump signed an executive order establishing tariffs ranging from 10% to 41% on multiple trade partners, which has influenced market sentiment and the dollar index [1] - The dollar index recorded its first monthly increase of the year, indicating a shift in market dynamics [1] Group 2 - The market is currently awaiting the July non-farm payroll report, which is expected to provide further insights into economic conditions [1] - Various trading instruments are showing mixed bullish and bearish sentiments, as indicated by the data from the "Gainscope Market Barometer" [1]