Workflow
10月29日汇市早评:特朗普与高市早苗 签署保障框架协议
Jin Tou Wang·2025-10-29 02:33

Group 1 - The US dollar index is trading around 98.683, with key currency pairs such as EUR/USD at 1.1652 and GBP/USD at 1.3270 [1] - The US dollar index closed at 98.822, while the Chinese yuan's spot closing rate against the dollar was 7.1109, with the central parity rate adjusted up by 25 basis points to 7.0881 [1] - The Australian CPI for Q3 and other economic indicators are being closely monitored, including the Swiss ZEW investor confidence index and UK mortgage approvals [1][9] Group 2 - The US dollar index has a support level at the 50-day moving average of 98.132, with potential deeper declines if it falls below this level [2] - The EUR/USD pair has seen peaks at 1.1728 and 1.177, with further increases potentially leading to the 2025 high of 1.1918 [2] - The USD/JPY pair is trending downwards unless it can stabilize above 152.600, indicating that any rebounds may only be corrective [2] Group 3 - The US Commerce Secretary announced a $490 billion investment agreement to be signed in Japan [3] - The US government continues to face a shutdown, with the Senate rejecting a temporary funding bill for the 13th time [4] - The ADP reported an average of 14,250 new jobs added weekly over the four weeks ending October 11 [4] Group 4 - President Trump signed a critical minerals and rare earth supply security framework agreement with Japan [5] - Trump criticized Federal Reserve Chairman Jerome Powell, suggesting he will leave in "a few months" [6] - OpenAI signed a deal to purchase an additional $250 billion worth of Microsoft Azure services, with Microsoft holding approximately 27% of OpenAI [7] Group 5 - Jensen Huang dismissed the AI bubble theory, stating that new chips will generate $500 billion in revenue [8] - Israel claims Hamas violated the ceasefire agreement, leading to multiple airstrikes on Gaza, while Hamas denies the allegations [8]