特朗普开启新一轮关税战，美元创4个月最强单周表现

Group 1 - The core viewpoint of the articles highlights the recent rebound of the US dollar due to renewed concerns over inflation stemming from tariff threats announced by President Trump [1][3] - President Trump announced a 35% tariff on goods imported from Canada starting August 1, and plans to impose a uniform tariff of 15% or 20% on most trade partners, shifting market focus towards potential inflation risks [1] - The ICE dollar index recorded its best weekly performance in over four months, while the Bloomberg dollar spot index rose by 0.73%, marking its best performance since the week of February 28 [1] Group 2 - The dollar index rebounded nearly 1% this week, ending a two-week decline, as investor sentiment shifted from bearish to cautious optimism following tariff announcements [3] - Speculative traders have increased their bearish positions on the dollar, with non-commercial traders' positions nearing the most pessimistic levels since August 2023 [3] - Despite the recent rebound, JPMorgan strategists believe that the factors influencing the dollar's performance may not be significant in the medium term, predicting further weakness due to tariff and policy uncertainties [3]