Core Viewpoint - The US dollar is on track for its strongest weekly performance in nearly three years, driven by President Trump's new tariffs on numerous trade partners, which have not significantly harmed the economy or raised inflation [1] Economic Impact - Investors believe that the tariffs imposed by Trump have only caused minor damage to the economy, and the overall economic fundamentals remain acceptable, albeit not at their best [1] - The market may face short-term selling pressure, but this is viewed as a temporary retreat as investors wait for more data [1] Federal Reserve Stance - Despite Trump's pressure on Federal Reserve Chairman Jerome Powell to lower interest rates, the Fed has indicated that it is not in a hurry to take action [1] - The upcoming non-farm payroll report is not expected to have a significant impact on the dollar, even if the employment data is weak [1] Future Outlook - Unless extremely poor data emerges before September, it is unlikely that expectations for a rate cut will be reignited [1]
分析师:美元逼近三年最强周度表现,非农报告料难掀起波澜
Sou Hu Cai Jing·2025-08-01 11:49