投资者对美联储的成败之战感到焦虑。投资者表示，美国司法部对美联储的调查以及主席杰罗姆·鲍威尔的激烈回应，大大增加了这场长期争端的利害关系，这场争端使世界上最强大的央行的独立性面临公开的风险。

Investors anxious over make-or-break fight for the Fed.A U.S. Justice Department investigation at the Federal Reserve and a combative response by chair Jerome Powell have sharply raised the stakes in a long-running dispute that has put the independence of the world's most powerful central bank openly on the line, investors said.

美联储主席的强硬反应标志着对央行独立性的斗争明显升级。机会已经变得相当渺茫，周五的美国生态数据让市场感到，美联储有充分的理由等待更明确的方向性证据，表明经济正在走弱和/或通胀正在决定性地接近目标，然后再进一步放松政策。事实上，美国12月就业人数每月增长5万人（预期为7万人）并不是“大灾难”。

Fed Chair's Forceful Reaction Marks a Clear Escalation in Fight on Central Bank Independency.Chances had already become quite slim and Friday's US eco data rubberstamped markets' feeling that the Fed has good reason to wait for clearer directional evidence that the economy is weakening and/or is inflation is moving decisively closer to target before further easing policy. Indeed, US December payrolls with monthly job growth at 50k (vs 70k expected) was no ‘grand cru'.

澳元/日元升至2024年7月以来的新高；在日元走弱的情况下，眼睛106.00。澳元/日元升至2024年7月以来的新高；在日元走弱的情况下，眼睛106.00

AUD/JPY advances to fresh high since July 2024; eyes 106.00 amid a weaker JPY.AUD/JPY advances to fresh high since July 2024; eyes 106.00 amid a weaker JPY

鲍威尔调查聚焦美联储。在欧元区，今天发布了Sentix指标，首次估计了2026年的投资者信心。虽然与2024年相比，2025年的信心有所改善，但年底时信心呈下降趋势。

Powell Investigation Casts Spotlight on Fed.In the euro area, the Sentix indicator is released today, providing the first estimate of investor confidence in 2026. While confidence improved in 2025 compared to 2024, it ended the year on a downward trajectory.