Group 1 - The Federal Reserve Chairman Jerome Powell's reluctance to signal interest rate cuts in October, along with stock index pullbacks and rising geopolitical risks, has led to a rebound in the US dollar [1] - The euro is facing disappointment due to Friedrich Merz's fiscal stimulus measures, while the Japanese yen is pressured by internal leadership struggles within the Liberal Democratic Party [1] - The British pound is concerned about the Treasury's ability to fill a £35 billion budget gap [1] Group 2 - The recent decline in US stock indices resembles sell-off behavior following rumors of large-scale buying after Fed rate cuts [3] - Oracle and Nvidia's deal with OpenAI has driven the S&P 500 index up, with asset management companies purchasing $58 billion worth of US stocks, marking the largest inflow this year [3] - Jerome Powell's comments on the overvaluation of the US stock market have made bulls nervous, especially as the S&P 500 index has reached a price-to-earnings ratio of 22.9, a level only surpassed twice in the 21st century [3]
Juno markets 官网:美元开始回升,股市降温?
Sou Hu Cai Jing·2025-09-26 12:52