Group 1 - The US dollar strengthened again on Monday, with significant gains against commodity-sensitive currencies, while gold and silver prices continued to plummet [1][6] - The dollar's rebound began after a significant drop in late January, with market discussions focusing on the potential long-term depreciation of the dollar [1][8] - The nomination of Kevin Warsh as Fed Chair led to the largest single-day increase in the dollar since May, as investors perceived Warsh's stance as more hawkish compared to other candidates [2][8] Group 2 - Market participants are warning that the dollar may weaken further, citing unpredictable policy-making under the Trump administration and high US deficits as ongoing pressures [5][11] - Analysts from Morgan Stanley expect the Fed to lower interest rates twice in the second half of 2026, driven by falling inflation [9] - Goldman Sachs and other firms predict that while the dollar may face downward pressure, the decline is unlikely to be smooth, with current forex and precious metal volatility exceeding that of the stock market [11][12]
美元走强 金属价格下跌拖累商品货币走弱
Xin Lang Cai Jing·2026-02-02 10:16