The dollar remained weak after reaching a four-month low against a basket of currencies overnight as the Japanese yen surged on speculation of coordinated U.S.-Japan interventions to support the currency.The Federal Reserve Bank of New York contacted potential trading counterparties on Friday for rate checks, The Wall Street Journal reported.Rate checks are inquiries about available pricing and can precede direct currency interventions. ...

美元汇率与市场动态 - 美元兑大多数主要货币走弱，日元飙升，黄金价格创下历史新高，市场正在讨论美日联合干预汇市可能进一步打击美元情绪 [2] - 美元刚刚经历了自5月以来最糟糕的一周，因不可预测的华盛顿政策制定扰乱了金融市场 [2] - 在期权市场，美元的定价正走向至少自2011年以来最悲观的水平 [2] 潜在联合干预及其影响 - 美国可能加入日本进行外汇干预的前景，是美元面临的一系列打击中的最新一例 [1] - 对于许多美元观察者而言，美国支持日元的迹象重新引发了关于可能进行协调货币干预以引导美元兑主要贸易伙伴货币贬值的争论 [3] - 这种协议的逻辑在于，它将帮助美国出口商与中国和日本等竞争对手竞争，即使这会引发对世界储备货币长期价值的质疑 [3] 政策机制与市场解读 - 在美国，财政部制定汇率政策并授权任何干预，干预通常由其代理机构美联储执行 [4] - 市场分析认为，如果纽约联储选择参与干预，将放大日元涨势，这不仅具有象征意义，更因为日本拥有大量美元可出售，而纽约联储拥有无限量的美元 [4] - 此举也将被解读为特朗普总统总体上希望美元走弱的信号 [4] 美元疲软的多重压力因素 - 彭博美元即期指数自去年初以来已下跌超过9% [4] - 围绕美联储独立性的风险，以及对主席杰罗姆·鲍威尔的继任者将被特朗普总统影响而迅速降息的预期，都给美元带来压力 [4] - 不断增长的预算赤字、对财政挥霍的担忧以及扩大的政治两极分化也对美元构成压力 [4] 干预预期的市场触发点 - 关于潜在货币协议的讨论在上周五重新点燃，当时交易员报告称纽约联储已联系金融机构询问日元汇率 [5] - 华尔街将这些询问视为可能为日本在美国帮助下干预汇市奠定基础 [5]

By Makiko Yamazaki and Leika Kihara TOKYO, Jan 26 (Reuters) - The unusual rate check by the New York Federal Reserve that triggered a spike in the stubbornly weak yen has lowered the threshold for intervention, but coordinated Japan-U.S. selling of dollars still looks highly unlikely at this stage. The Fed's action late on Friday was the strongest signal to date that Japanese ​and U.S. authorities were working closely together to stem the currency's decline, keeping markets on high alert for intervention ...

India’s central bank has stepped up its interventions in offshore currency markets to defend the beleaguered rupee, according to people familiar with the development. The Reserve Bank of India has built up short dollar positions of at least $15 billion in the non-deliverable forwards market over the past two to three weeks, the people said, asking not to be identified discussing private matters. That marks a firm return to a segment in which the central bank had steadily reduced its presence over the past y ...