纽约汇市：彭博美元指数缩小涨幅 美联储理事Waller支持进一步降息

Core Viewpoint - The Bloomberg Dollar Index has narrowed its gains, with Federal Reserve Governor Waller expressing support for further interest rate cuts, while the British pound lags among G-10 currencies as the Bank of England is expected to cut rates by 25 basis points [1][8]. Group 1: Federal Reserve and U.S. Dollar - The Bloomberg Dollar Index rose by 0.2%, briefly rebounding by 0.4% [2][9]. - Waller, a leading candidate for the next Federal Reserve Chair, indicated that current monetary policy rates are up to 100 basis points above neutral levels [2][9]. - Waller stated that due to persistent inflation, there is no need to rush into rate cuts, suggesting a gradual approach to lowering policy rates towards neutral levels [2][9]. - Despite seemingly weak U.S. employment data, details indicate the situation is not dire enough for the Fed to adopt a dovish stance in upcoming meetings [2][9]. - Market sentiment lacks clear catalysts to digest expectations for further Fed rate cuts, with the dollar attracting dip-buying after a sell-off following non-farm payroll data [2][9]. - U.S. investors reducing overseas hedges has put pressure on the dollar [2][9]. Group 2: British Pound and Inflation - The British pound against the U.S. dollar fell by 0.3%, trading at 1.3379, and reached a low of 1.3312 [3][10]. - U.K. inflation has dropped to its lowest level in eight months, with the decline exceeding expectations, paving the way for the Bank of England to cut rates [4][11]. Group 3: Other Currencies - The dollar against the yen increased by 0.6%, reaching 155.70, with the Bank of Japan set to announce its interest rate decision [5][12]. - The yen has underperformed among G-10 currencies [6][13]. - The euro against the dollar remained stable at 1.1743, while the euro against the pound rose by 0.3% to 0.8777 [7][13].