美联储暗示或出手，美股暴力反弹，纳指周涨7%！美债美元却崩跌

Core Viewpoint - The article discusses the recent fluctuations in the U.S. financial markets, highlighting the impact of tariff policies and the Federal Reserve's potential interventions on investor sentiment and asset performance [2][3][10]. Group 1: Market Performance - U.S. stock markets rebounded, with the S&P 500 achieving its best weekly performance of 2023 and the Nasdaq rising over 7% for the week [2]. - The U.S. 10-year Treasury yield increased by 49.52 basis points this week, marking the largest weekly rise since 2001 [4]. - The Bloomberg U.S. Treasury return index experienced its largest weekly decline since the September 2019 repo crisis [5]. Group 2: Currency and Asset Trends - The U.S. dollar index fell below the psychological level of 100 for the first time since July 2022, dropping over 2.9% this week and recording the most severe two-week decline since November 2022 [7]. - Safe-haven assets performed well, with the Swiss franc reaching its highest level since 2015 and gold prices hitting a record high of $3,245.48, up 6.48% for the week [9]. - The trend of de-dollarization is accelerating, with the dollar's share in global foreign exchange reserves decreasing from 66% in 2015 to below 58% by Q3 2024 [10]. Group 3: Federal Reserve and Economic Outlook - Federal Reserve officials indicated readiness to intervene if necessary to stabilize the market, with Boston Fed President Susan Collins stating the Fed is "absolutely" prepared to act [16]. - Collins also noted that high inflation due to tariff increases could slow economic growth, creating a challenging environment for the Fed [17]. - Jamie Dimon, CEO of JPMorgan, warned of a potential "small kerfuffle" in the U.S. Treasury market, suggesting that the Fed may need to intervene after some market panic [18]. Group 4: International Trade Relations - The European Union warned that if negotiations with the U.S. regarding tariffs do not yield results, it may impose taxes on large American tech companies [12][18]. - EU Commission President Ursula von der Leyen emphasized the potential for escalating trade tensions, which could significantly impact global trade dynamics [20].