美元指数大跳水

Group 1 - President Trump expressed confidence in the performance of the US dollar, stating it is not a concern for him and that a return to its "proper level" is reasonable [2] - Following Trump's comments, the US dollar index (DXY) initially rose but then fell sharply, dropping over 50 points to a new low since February 2022, closing at 96.219 [2] - The euro and British pound strengthened against the dollar, with the euro rising to 1.1979 and the pound to 1.3780 [2] Group 2 - The weakening dollar has led to a rebound in non-US currencies, with the offshore yuan approaching the 6.93 mark [4] - Safe-haven assets like gold have benefited, with spot gold reaching a historical high above $5,180 per ounce [4] Group 3 - Market sentiment is influenced by uncertainty surrounding Trump's trade policies and the independence of the Federal Reserve, contributing to the ongoing "sell America" trend [5] - Concerns over a potential government shutdown due to disagreements in Congress have further pressured the dollar [5] - Investors are closely monitoring the Federal Reserve's upcoming policy meeting, with expectations that interest rates will remain unchanged [5][6] Group 4 - The focus in the forex market has shifted to the Japanese yen, which has appreciated approximately 3% over the past two trading days, with the dollar falling to 152.77 yen [8] - Reports of the New York Federal Reserve inquiring about dollar-yen quotes have raised expectations of potential intervention, impacting broader dollar assets [8][9] - Barclays suggests that potential intervention in the yen market could further weaken the dollar's flow picture, despite no official confirmation of such actions [9]