降息预期减弱，美元今年有望实现首个月度上涨

Group 1 - The core viewpoint of the articles indicates that the US dollar is experiencing fluctuations near a two-month high, supported by the Federal Reserve's cautious stance on interest rate cuts and Japan's central bank raising its inflation forecast while keeping rates unchanged [1][4] - The Federal Reserve's hawkish position has strengthened the dollar, with the US Q2 GDP annualized growth rate coming in at 3%, which was better than expected, further boosting the dollar's performance [4] - The market is now focused on the upcoming tariff deadline on August 1, where countries failing to reach a trade agreement with the US will face high tariffs, adding to the uncertainty surrounding the dollar [1] Group 2 - Other major currencies are under pressure due to the strength of the dollar, with the euro recently rising by 0.1% to 1.1412 USD but having fallen by 3.2% this month [5] - The British pound is hovering near a two-and-a-half-month low, currently at 1.3255 USD, with a monthly decline of approximately 3.5% [5] - The Australian dollar has increased by 0.3% to 0.6454 USD, but has seen a cumulative decline of nearly 2% this month [8]