美国CPI数据发布在即，美元显现看涨信号

Group 1 - The dollar has strengthened against almost all major currencies at the beginning of the quarter, driven by safe-haven buying amid concerns over regional banks in the U.S. [1] - The upcoming release of the September Consumer Price Index (CPI) is highly anticipated, with economists expecting a year-on-year increase of 3.1%, the highest since May 2024 [1][5] - Market sentiment is leaning towards a bullish outlook for the dollar, with suggestions to buy the dollar in the coming weeks [1][5] Group 2 - The Bloomberg Dollar Spot Index has seen a slight increase of about 0.4% this week, but it is down approximately 7% for the year, potentially marking the worst annual performance since 2017 [6] - The dollar weakened significantly in the first half of the year due to market disruptions caused by tariffs, but there are signs of foreign investors still entering U.S. stocks and bonds [7] - Options traders have become more optimistic about the dollar, with a preference for call options betting on the dollar's strength over the next three months [7] Group 3 - Standard Chartered's Steven Englander predicts a comprehensive rebound of the dollar, forecasting the euro to drop from approximately 1.16 to 1.12 dollars by mid-next year [10] - Englander believes that the market is underestimating the risk of a dollar rebound, suggesting that the Fed's room for rate cuts is smaller than expected, which could support the dollar [10]