美元创八年来最差年度表现，分析称鸽派美联储主席或加剧跌势

Group 1 - The US dollar is facing its worst annual performance in eight years, with analysts warning that further rate cuts by the next Federal Reserve chair could weaken the dollar even more [1] - The dollar index has dropped over 9% this year, significantly declining after Trump's announcement of the "liberation day" tariff policy in April [1] - The current focus is on the Federal Reserve and the potential candidates to succeed Jerome Powell, whose term ends in May 2026 [2][3] Group 2 - Market expectations have priced in at least two rate cuts in the coming year, leading to a divergence in monetary policy paths between the US and other developed economies, further diminishing the dollar's appeal [1] - The euro has strengthened significantly against the dollar due to moderate inflation and anticipated increases in European defense spending, reducing bets on rate cuts in the Eurozone [1] - The CFTC data indicates a brief bullish position on the dollar this month, but it quickly reverted to a predominantly bearish stance that has prevailed since April [2]