金融博客零对冲：美元空头开始投降。 ...

Trade Relations - Trump may discuss tariffs with Brazil at some point [1] - Brazil is not obligated to continue using the US dollar for trade [1] - Brazil is interested in creating a trade currency for international trade [1] - Brazil advocates for countries to trade in their own currencies [1] - Brazil calls on world leaders to reduce reliance on the US dollar in international trade [1]

Geopolitical & Economic Strategy - Brazilian President Lula questions the necessity of using USD for international trade and advocates for alternative trade currencies among nations [1] - Brazil is interested in creating trade currencies for conducting business with its own currency [1] - President Lula calls on BRICS nations to develop their own alternative currency for trade [1] - Brazil will prioritize tariff negotiations and, if ineffective, may impose a 50% tariff on US exports to Brazil under the "Economic Reciprocity Law" [1] De-dollarization - President Lula questions why all countries' trade must be based on the USD and who decided the USD should be the currency after the gold standard [1] - The call for reducing reliance on the USD in international trade is a key focus [1]

金十数据7月11日讯，美联储理事沃勒周四表示，稳定币将增强支付系统的竞争，这是一件好事。沃勒 在达拉斯联邦储备银行的一场活动上表示，稳定币的兴起将使许多类型的支付变得更便宜、更快 捷。"作为一名自由市场资本主义经济学家，我的目标是通过支付领域的竞争来降低家庭、消费者和企 业的成本，"沃勒说。他还表示，稳定币可能会抑制对美国纸币的需求，但会增强对美元的总体需求。 美联储理事沃勒：稳定币可提振对美元的总体需求 ...

Core Viewpoint - The Federal Reserve's internal divisions regarding interest rate outlook have led to an increase in gold prices, with analysts optimistic about gold's future prospects [1] Group 1: Federal Reserve and Interest Rates - The minutes from the Federal Reserve's June policy meeting indicate disagreements among officials about the future of interest rates [1] - If inflation data continues to cool, the likelihood of a rate cut in September will become more apparent, potentially weakening the dollar and paving the way for further increases in gold prices [1] Group 2: Economic Conditions and Gold - Ongoing trade tensions are casting a shadow over global economic growth prospects, with new tariffs expected to raise import costs and increase inflationary pressures [1] - This situation may enhance gold's role as a hedge against macroeconomic instability [1]

亚洲开发银行前行长浅川雅嗣：美元更容易被抛售，所以日本不太可能接受美国提出的支撑日元的要 求。 ...

特朗普：如果人们想挑战美元，他们就会付出代价。 ...

美国财长贝森特：（就美元问题）可能意味着其他货币正在走强。 ...

分析师：美元多头获得了一些喘息空间 中期仍看空美元 金十数据7月3日讯，分析师Audrey Freeman表示："在美国漫长的周末假期之前，美元多头获得了一些 喘息空间，初请失业金人数和6月份非农就业报告都表明，劳动力市场仍有活力，尽管私人就业数据温 和，这一点不容忽视。这不会改变我们中期看空美元的观点，但反弹是应该的，美联储不需要急于降息 这一事实可能会在一段时间内有所帮助。" ...

欧洲央行官员Demarco：欧元不会取代美元的储备货币地位。 ...