Juno markets：外汇盘整待命，抛硬币时刻

Group 1 - The current macro environment is unpredictable, resembling a coin toss, with the direction of the dollar dependent on upcoming data from Washington and Nvidia's earnings report acting as a guiding light for risk assets [1][3] - The forex market is in a consolidation phase, awaiting confirmation of policy signals, with the dollar's trading pattern resembling a reasonably priced option [3][5] - Oil prices have stabilized as the Novorossiysk port in Russia resumes operations, leading to a decrease in geopolitical and supply shock premiums, with WTI returning to $59 per barrel [4][5] Group 2 - Gold is experiencing a consolidation phase, hovering below $4,100 per ounce, with structural demand from central bank purchases and deteriorating fiscal conditions in developed markets providing support [5] - The euro is also in a wait-and-see mode, with the EU Commission's autumn forecast unlikely to show significant upward revisions, while the upcoming PMI data could be a turning point for the euro [5][6] - The market is characterized by a lack of clear direction, with key events such as Nvidia's earnings, non-farm payroll data, and the Federal Reserve's meeting minutes expected to influence market movements [5][6]