美元指数大跌0.84%破97 贵金属全线大涨 美联储官员重磅发声

Group 1 - The core viewpoint of the articles highlights significant fluctuations in global asset prices, driven by a substantial decline in the US dollar index, which fell by 0.84% and dropped below the 97 mark, leading to gains in risk assets and precious metals [1] - The US stock market showed positive performance with the Dow Jones Industrial Average reaching a new historical high, closing up by 0.04%, while the S&P 500 and Nasdaq increased by 0.47% and 0.90% respectively, with notable gains in large tech stocks such as Oracle, Microsoft, Broadcom, AMD, Nvidia, Meta, and Tesla [1] - In the precious metals market, COMEX gold futures rose by over 2%, and COMEX silver futures surged by 8%, indicating a strong market response to the weakening dollar [1] Group 2 - Atlanta Fed President Bostic noted signs of market skepticism regarding the dollar's strength, while Fed Governor Milan stated that the current decline in the dollar has not yet had a substantial impact on monetary policy or consumer inflation [1] - Milan previously mentioned that the US economy is not experiencing strong price pressures and anticipates that the Fed may need to cut rates by more than 100 basis points by 2026, especially under the leadership of Walsh as Fed Chair [1] - US Treasury Secretary Basant indicated that even with Walsh potentially becoming Fed Chair, there would not be a rapid initiation of balance sheet reduction, suggesting it may take up to a year for the Fed to make clear decisions regarding asset balance adjustments [2]