美元势创半年最差单周表现！期权交易员甚至“加钱”押注下跌

Group 1 - The US dollar is heading towards its worst weekly performance since June 2022, with the dollar index dropping to a three-week low and over 1% decline this week [1] - Options traders are now paying premiums to hedge against further declines in the dollar over the next month, contrasting sharply with the bullish sentiment seen a week prior [1] - Political risks have become a more significant factor influencing the currency than monetary policy, as indicated by the recent volatility in US dollar performance [3] Group 2 - The market is leaning towards the expectation that the Federal Reserve will cut interest rates twice this year, each by 25 basis points, with almost no likelihood of action in the upcoming meeting [3] - The volatility surrounding the Federal Reserve's policy decisions has reached its highest level in over a month, reflecting uncertainty in the market [3] - The US labor market remains stable, with initial jobless claims increasing by 1,000 to 200,000, indicating that optimism in the labor market does not threaten the bearish outlook on the dollar [3]