盾博：花旗认为由于特朗普对美联储的干预将会导致美元和美债下跌

Group 1 - The core recommendation from Citigroup's core strategy team is for investors to add small positions to their existing holdings, specifically to short U.S. long-term Treasuries and the U.S. dollar exchange rate [1][3] - The strategy team, led by Adam Pictet and Dirk Weller, anticipates that the yield on 30-year Treasury futures will lag behind that of 5-year contracts, driven by concerns over long-term inflation and potential loss of Federal Reserve independence [3] - Following Trump's dismissal of Federal Reserve Governor Lisa Cook, the spread between 30-year and 5-year Treasuries widened to its highest level since 2001, indicating increased market concerns [3] Group 2 - Despite the risks to the Federal Reserve's independence, the U.S. dollar has not significantly weakened, attributed to market concerns over France's fiscal deficit and debt sustainability, which temporarily suppresses capital flow into the Eurozone [4] - The Eurozone's monetary policy framework remains stable, suggesting that once the short-term support for the dollar dissipates, there is significant potential for the Euro to appreciate against the dollar [4]