每日机构分析：8月28日

Group 1: Federal Reserve and Currency Concerns - Concerns over the independence of the Federal Reserve continue to impact the dollar, leading to its decline following Trump's dismissal of Fed Governor Lisa Cook [1] - Deutsche Bank analysts noted that these concerns have prompted investors to factor in faster rate cuts and higher inflation [1] Group 2: Commodity Currencies and Economic Policies - Goldman Sachs indicated that while the dollar may weaken, caution is advised when pursuing commodity currencies like the Australian, New Zealand, and Canadian dollars, which have shown relative weakness [2] - The underperformance of these currencies is attributed to domestic policy shifts and declining terminal rate pricing in Australia, New Zealand, and Canada [2] Group 3: UK Monetary Policy - Pantheon Macroeconomics analysts expect the Bank of England to slow its quantitative tightening to £700 billion from the current £1 trillion within the next 12 months [2] - This adjustment reflects growing concerns over the impact of quantitative tightening on the UK government bond market [2] Group 4: France's Fiscal Situation - Despite France's poor public finance situation, it is unlikely to seek assistance from the International Monetary Fund, with potential reliance on the European Stability Mechanism or European Central Bank instead [3] - The yield spread between French and German bonds has widened, reaching 82 basis points, indicating increased risk due to political tensions [3] Group 5: South Korea's Inflation Outlook - South Korea's inflation may have eased in August, allowing the central bank to consider further policy easing to support economic growth [4] - Analysts predict the Consumer Price Index (CPI) will rise by 1.9% year-on-year, down from 2.1% in July, with a slight month-on-month increase of 0.2% [4]