就业推动的反弹后美元下跌;美中会谈成为焦点

Group 1 - The US dollar fell against most major currencies due to cautious sentiment ahead of key US-China trade negotiations, despite optimism from a better-than-expected US employment report [2] - China is facing deflation and trade uncertainties, which are dampening sentiment among US businesses and consumers, prompting investors to reassess the dollar's safe-haven status [2] - In May, China's exports to the US plummeted by 34.5% year-on-year, marking the largest decline since the COVID-19 pandemic began in February 2020 [3] Group 2 - The Japanese yen fell approximately 0.3% to 144.43 against the dollar, as Japan considers repurchasing some long-term government bonds to control rising yields [4] - The Australian and New Zealand dollars rose by 0.3% and 0.5% respectively, as markets reacted to the European Central Bank's monetary policy outlook [6] - The upcoming US inflation report for May is expected to be a focal point for investors and Federal Reserve policymakers, as they seek evidence of the economic impact of trade restrictions [8] Group 3 - Federal Reserve officials have indicated they are not in a hurry to cut interest rates, with signs of economic resilience potentially reinforcing their stance [9] - Market expectations suggest that the central bank may lower borrowing costs by 25 basis points, with the earliest action anticipated in October [9] - Analysts note that May marks the first month where the impact of the 10% tariffs on imports outside the USMCA is expected to be evident, requiring several months of inflation data to assess the tariffs' effects [9]