多位地区联储主席对过度降息表露谨慎立场 美元指数连续第三日上涨

Group 1 - The Federal Reserve officials expressed dissatisfaction with the recent interest rate cut decision, indicating a growing internal division regarding future rate paths [1][2] - Several officials stated that the current U.S. labor market remains resilient and inflation levels are still high, suggesting that a 25 basis point cut was unnecessary [1][2] - Dallas Fed President Logan emphasized that she would struggle to support another rate cut in December unless there is a significant drop in inflation or a cooling labor market [1] Group 2 - Kansas City Fed President Schmidt criticized the notion of rate cuts, arguing that the U.S. economy still has momentum and that labor market pressures stem more from technological changes and demographic shifts rather than demand cooling [2] - The ongoing U.S. government shutdown has led to a halt in official economic data releases, increasing uncertainty among Fed policymakers and complicating future policy discussions [2] - The dollar index has risen for three consecutive days, reflecting a 1.6% increase this month, driven by Powell's comments dampening rate cut expectations and pressures in other major economies [2][3] Group 3 - The lack of official economic data has led to increased demand for the dollar as a safe haven, with some institutions reversing their bearish stance on the dollar due to perceived economic resilience [3] - Several investment banks predict that the dollar's strength may continue until the end of the year or even into early 2026, with rising bullish sentiment in the options market [3] - Asian currencies have generally weakened this month, with the Korean won and Japanese yen experiencing significant declines [3]