美元弱势至少在年内持续

Market Overview - The US dollar is expected to remain weak throughout the year due to a combination of factors including a potential slowdown in the US economy and the Federal Reserve's anticipated interest rate cuts[6] - The second quarter GDP growth in the US was revised up to 3.8%, the highest in nearly two years, which has tempered expectations for further interest rate cuts[9] Stock Market Performance - A-shares showed mixed results with the Shanghai Composite Index down 0.01% at 3,853 points, while the ChiNext Index rose 1.58%, reaching a three-year high[16] - US stocks experienced a third consecutive decline, with the Dow Jones down 173 points or 0.38%, and the S&P 500 down 0.5%[9] Commodity and Forex Insights - International oil prices remained volatile, with WTI crude oil closing at $64.98 per barrel, while Brent crude rose 0.16% to $69.42 per barrel[26] - Silver prices have surged, breaking the $45 per ounce mark for the first time in 14 years, while gold prices stabilized at high levels[26] Fixed Income Market - The US bond market faced pressure with short-term Treasury yields rising, reflecting stronger-than-expected economic data, leading to a flattening of the yield curve[27] - Asian bond demand has improved, with spreads narrowing by 1-3 basis points across various sectors[29] Key Economic Indicators - Initial jobless claims in the US fell to 218,000, the lowest since July, indicating a resilient labor market[29] - Durable goods orders unexpectedly increased by 2.9% month-on-month in August, further supporting the economic outlook[6]