DLSM外汇：美元连跌与降息预期升温 会引发新一轮资本流向变化吗?

Group 1 - The US dollar index continues to decline, closing down 0.2% at 97.856, reaching its lowest point since July 28, driven by inflation data and pressure for monetary easing [1] - The weakening dollar benefits other major currencies, with the euro rising 0.2% to 1.1698 and the pound increasing 0.5% to 1.3567, despite a weak UK labor market [3] - Emerging markets may experience reduced capital outflow pressure and lower external debt servicing costs due to the dollar's depreciation, creating opportunities for high-yield assets [3] Group 2 - The current forex market is characterized by many major economies also being in a monetary easing cycle, which may limit the dollar's trend towards significant depreciation [4] - The dollar's decline has already triggered short-term capital flow changes in certain assets and currencies, but a large-scale global capital reallocation requires the realization and continuation of rate cut expectations [4] - Investors should monitor the Federal Reserve's post-meeting statements and the synchronized policy actions of other major central banks when betting on the dollar's trend [4]