美元逆势走强和美元化态势

Group 1 - The Federal Reserve's interest rate cut in late October did not weaken the US dollar, which instead reversed its declining trend, with the ICE dollar index reaching a high of 100.25 points, the highest since early August [1][2] - The increase in US Treasury yields across the board, with the 10-year yield rising to 4.1046% and the 30-year yield to 4.6879%, indicates a shift in market sentiment towards the dollar [1][2] - The ongoing US government shutdown has significantly impacted market liquidity, with the secured overnight financing rate (SOFR) surging by 18 basis points, the largest single-day increase since March 2020 [3] Group 2 - The trade "truce" between the US and China is expected to support the dollar by stabilizing trade policies and tariffs for at least a year, which may help control inflation [4] - The economic challenges faced by the Eurozone and Japan, including low growth and internal political issues, limit their currencies' ability to compete with the dollar [5] - The Trump administration's focus on maintaining the dollar's international status includes providing liquidity support to countries like Argentina and encouraging the use of the dollar in Latin America [6][7]