【申万宏源策略】鹰派预期下美元指数接近100，欧洲新兴市场明显回调—全球资产配置每周聚焦 (20251024-20251031)

Core Viewpoint - The article discusses the impact of hawkish expectations on the US dollar index, which is approaching 100, and highlights a noticeable pullback in European and emerging markets [2] Group 1: Market Trends - The US dollar index is nearing the 100 mark, indicating strong dollar performance amid hawkish monetary policy expectations [2] - European markets are experiencing a significant correction, reflecting broader global market dynamics [2] Group 2: Asset Allocation Insights - The article emphasizes the need for global asset allocation strategies in light of the current market conditions, particularly focusing on the implications of a strong dollar and the pullback in European and emerging markets [2]