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美元大跌,美联储降息大消息
Zhong Guo Ji Jin Bao·2025-06-26 13:37

Group 1 - The core viewpoint of the article is that the potential nomination of a new Federal Reserve chairman by Trump may accelerate expectations for interest rate cuts by the Fed, leading to a decline in the US dollar index [10][11] - The US dollar index fell below the 97 mark, reaching a low of 96.9923, marking a decline of over 10% year-to-date [4][10] - Non-US currencies strengthened against the dollar, with the Japanese yen rising nearly 1%, and both the British pound and euro increasing by over 0.5% [5][10] Group 2 - Market speculation suggests that the Fed may cut rates sooner and more significantly than previously anticipated, influenced by Trump's pressure on current Fed Chairman Jerome Powell [10][11] - Traders have increased bets on Fed rate cuts, now expecting a reduction of 66 basis points by year-end, up from 51 basis points the previous week [10] - Potential candidates for the Fed chair position include Kevin Walsh, Kevin Hassett, Scott Bessenet, David Malpass, and Christopher Waller, with Trump indicating he has several candidates in mind [10][11] Group 3 - The early announcement of a new Fed chair could influence investor expectations regarding interest rate paths, potentially leading to a more dovish outlook [11] - Trump's dissatisfaction with the Fed's current interest rate policy has been vocal, advocating for lower borrowing costs [11][12] - The strategy of announcing a successor early carries risks for both Trump and the prospective chair, as it may attract criticism and scrutiny [11][12]