Core Insights - The US Dollar Index has surpassed the 100 mark for the first time since early August, reaching a peak of 100.21, marking a three-month high [1] - The internal policy divergence within the Federal Reserve is identified as a direct catalyst for the short-term rebound of the dollar [1] - Market expectations for a rate cut in December have significantly decreased from 94% to 69%, which has quickly driven the dollar's recovery [1] Group 1 - The US government shutdown has entered its 35th day, tying the record for the longest shutdown in US history [1] - Despite being seen as a potential negative for the dollar, the shutdown has temporarily reinforced the dollar's safe-haven status [1] - The risks associated with the shutdown are primarily related to internal fiscal execution rather than external repayment capabilities [1] Group 2 - The dollar is expected to maintain a strong oscillating pattern in the short term, although its upward movement may be limited [1] - If the government shutdown continues, the decision-making process for the Federal Reserve may become more challenging, leading the market to reassess the sustainability of dollar policies [1]
专家分析美元指数突破100大关
Xin Lang Cai Jing·2025-11-05 06:32