美元创2017年以来最大年跌幅 美联储动向将左右后市

Group 1 - The core viewpoint of the articles indicates that the US dollar experienced its largest annual decline in eight years, with a drop of approximately 8% in the Bloomberg Dollar Spot Index, as investors anticipate further depreciation if the next Federal Reserve chair adopts a dovish stance [1][6]. - Market expectations reflect that the Federal Reserve is likely to cut interest rates at least twice next year, contrasting with the monetary policies of some developed countries, which diminishes the dollar's attractiveness [3][8]. - The euro has significantly appreciated against the dollar due to mild inflation and an upcoming wave of defense spending in Europe, leading to almost zero expectations for rate cuts in the Eurozone [3][8]. Group 2 - Kevin Hassett, the Director of the National Economic Council, has been viewed as a leading candidate for the next Federal Reserve chair, but there is also interest in former Fed governor Kevin Walsh and other candidates like Christopher Waller and Michelle Bowman [5][10]. - The market has somewhat priced in the likelihood of Hassett being selected, but if Walsh or Waller were to take over, it might not lead to immediate rate cuts, which could be more favorable for the dollar [5][10].