【环球财经】美元处于守势 投资者关注美国政府停摆风险
Xin Hua Cai Jing·2025-09-29 13:46

Group 1 - The core focus of the market is on the risk of a U.S. government shutdown, which could impact the upcoming non-farm payroll report and subsequently affect economic assessments and Federal Reserve policy expectations [1][2] - Investors are awaiting key economic data, including job vacancies, private employment figures, and the ISM manufacturing PMI, to gauge the health of the U.S. economy before the non-farm payroll report [1] - There is a significant expectation that the Federal Reserve may lower interest rates again in October, with a probability of about 80%, contingent on the labor market showing further weakness [2][3] Group 2 - Federal Reserve officials exhibit differing views on monetary policy, with some calling for substantial rate cuts to address a potentially divided labor market [2] - Analysts suggest that if the labor market remains weak, the dollar may weaken further as the Federal Reserve is expected to implement two more rate cuts by the end of the year [3] - Concerns about the independence of the Federal Reserve and a weak economic outlook may hinder any meaningful recovery of the dollar [3]