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突发!美元大跳水!
中国基金报·2025-11-11 14:41

Core Viewpoint - The sudden drop in the US dollar index has led to a rise in non-US currencies, indicating potential shifts in the currency market dynamics [2][4]. Labor Market Analysis - The US labor market is showing signs of deterioration, with the ADP reporting an average weekly job loss of 11,250 positions in the four weeks ending October 25 [5][6]. - A report from Challenger, Gray & Christmas indicates that the number of layoffs announced in October was the highest for that month in over two decades, raising concerns about the health of the labor market [6]. - A survey by the University of Michigan revealed that 71% of respondents expect the unemployment rate to rise in the next year, the highest percentage since 1980 [7]. Economic Implications - The recent employment data has increased expectations for interest rate cuts, with the probability of a Federal Reserve rate cut in December approaching 70% [8].