地缘紧张加剧通胀忧虑，美元升至近一月高位

Group 1 - The core viewpoint of the articles highlights the impact of geopolitical tensions, particularly the U.S. attacks on Iran, which have led to increased demand for safe-haven currencies and rising oil prices, pushing the U.S. dollar to its highest level in nearly a month [1][2] - The Bloomberg Dollar Spot Index rose by 0.6%, reaching its highest level since May 30, driven by concerns that high oil prices could exacerbate inflation and delay interest rate cuts by the Federal Reserve [1] - The escalation of Middle Eastern conflicts has caused the dollar to rebound from a three-year low, recording its strongest weekly performance since late February [1] Group 2 - Investors are closely monitoring Iran's potential retaliatory actions against U.S. and Israeli attacks, particularly regarding the shipping routes in the Strait of Hormuz, which are crucial for oil and gas transportation [2] - Rising oil prices may increase inflation, making the Federal Reserve less inclined to cut interest rates in the coming months, to avoid a scenario of stagflation [2] - U.S. Treasury prices fell on Monday, with the 10-year Treasury yield rising by 3 basis points to 4.34%, as traders adjusted their expectations for Federal Reserve rate cuts [2]