Group 1 - The core viewpoint of the article indicates that the U.S. labor market is showing significant signs of cooling, as evidenced by the lower-than-expected job growth in August and downward revisions in previous months' data, leading to increased bets on rapid interest rate cuts by the Federal Reserve starting this month [1][2][3] Group 2 - In August, the seasonally adjusted non-farm payrolls recorded an increase of 22,000 jobs, significantly below the market expectation of 75,000 jobs [2] - The previous two months' job growth figures were revised downwards, with June's job additions being adjusted from 14,000 down to -13,000, and July's from 73,000 up to 79,000, resulting in a total downward revision of 21,000 jobs for June and July combined [3] - Following the data release, the U.S. dollar index fell approximately 40 points, while spot gold prices rose nearly $25, reaching a record high of $3,580 per ounce [3]

每经AI快讯，美元指数短线跳水，跌近0.8%，报97.62。 ...

Core Viewpoint - The overall trading of the US dollar is weak but remains within a recent trading range as the market adjusts positions ahead of the upcoming US non-farm payroll data [1] Group 1: Market Sentiment - The swap market has fully priced in a 25 basis point rate cut, indicating that a consensus result may exert pressure on the dollar and push the dollar index to test the support level of 97.50 [1] - If the data unexpectedly comes in strong, it may provide some relief for the dollar, but other challenges such as weak fiscal policy and concerns over the independence of the Federal Reserve will likely limit the dollar index's gains to the mid-98 range [1]

Group 1 - Investors are awaiting the critical U.S. non-farm payroll data for August, with gold prices consolidating around $3,550 [1] - Economists expect the U.S. to add 75,000 jobs in August, nearly unchanged from July's 73,000 [2] - The unemployment rate is projected to rise from 4.2% to 4.3% [2] Group 2 - Average hourly earnings are expected to grow at a moderate pace of 3.7%, down from 3.9% in July, with a steady monthly increase of 0.3% [3] - The U.S. dollar index (DXY) fell by 0.25% to around 98.00 before the non-farm payroll data release, making gold more attractive to investors [3] - Gold prices paused after reaching a historical high of around $3,580, following a bullish breakout from a symmetrical triangle pattern on the daily chart [3] Group 3 - The recent trend for gold prices is bullish, with the 20-day exponential moving average (EMA) rising near $3,436.70 [4] - The 14-day relative strength index (RSI) surged to around 75.00, indicating potential overbought conditions for gold prices [5] - The 20-day moving average will serve as a key support level, while the $3,600 level will act as a significant resistance point for gold [5]

Group 1 - The US dollar exchange rate has fallen to its lowest level since the end of July, influenced by various factors [1] - The upcoming non-farm payroll data release in the US is expected to significantly impact the dollar's performance [1] - Analysts predict that the dollar index will experience fluctuations, initially declining before rising again due to interest rate cut expectations and potential interventions [1] Group 2 - The divergence in French policies highlights the challenges of policy coordination, which may affect the dollar index in relation to the euro [1] - Internal and external pressures are contributing to the depreciation of the Japanese yen, with expectations of a potential rebound in the future [1]

每经AI快讯，9月5日，美元指数跌0.28%，报98.0点。 ...

Group 1 - The core point of the articles revolves around the upcoming U.S. non-farm payroll report, with expectations of a slight increase in employment figures, but concerns about the impact of immigration policies on labor data [1][2] - The previous non-farm employment figure was 73,000, with a forecast of 75,000 for the upcoming report, indicating a trend of employment figures remaining below 100,000 since May [1] - The unemployment rate is expected to rise slightly from 4.2% to 4.3%, reflecting a stable trend in U.S. employment data since July 2024 [1] Group 2 - The ADP employment data for August showed a significant drop to 54,000 from the previous 106,000, suggesting that the non-farm payroll report may also reflect poor employment growth [1] - The Federal Reserve's Beige Book indicates that employment levels have remained largely unchanged across most regions, suggesting that the non-farm payroll data will not deviate significantly from the previous figures [2] - The outcome of the non-farm payroll report is critical for the Federal Reserve's interest rate decision on September 18, with a poor report increasing the likelihood of a 25 basis point rate cut [2] Group 3 - Technical analysis indicates that the U.S. dollar index has been experiencing low volatility and is forming a descending triangle pattern, with a potential downward breakout if the non-farm payroll report is disappointing [4] - Key support level for the dollar index is noted at 97.52, and a breach of this level could lead to a new downward trend [4]

美国8月份"小非农"录得5.4万人，低于预期的6.5万人，前值从10.4万人上修至10.6万人。上周初请失业 金人数超预期增加至23.7万人，为6月以来最高水平。 7月非农就业数据意外疲软，导致美元急剧下跌，因此投资者将特别关注8月ADP就业报告。该报告也将 是9月美联储会议前发布的最后一份就业报告，其结果至关重要。 在特朗普关税言论引发市场担忧的背景下，市场对美联储9月恢复宽松周期的押注不断增加。目前美元 指数在8月的交易区间下限徘徊，其未来走向将受到就业数据的影响。 周五（9月5日）亚洲时段，美元走势下探，最新美元指数报98.11，跌幅0.17%，荷兰合作银行分析师 Jane Foley表示，周五的美国非农就业报告可能引发美元的"下意识"反应，因为这份数据可能巩固市场 对美联储在9月17日会议上降息的预期。 该分析师指出，非农报告将为未来几周的市场定下基调。不过，除了对数据最初的反应外，美元大幅下 跌的可能性不大。 这主要是因为市场已经消化了大量降息预期，并已开始做空美元。 目前美元指数仍处于98.834的阻力位与97.536的支撑位之间震荡。当前位于98.000的50日均线正发挥短 期支撑作用。 若能突 ...

东方金诚首席宏观分析师王青表示，往后看，伴随美联储恢复降息，以及特朗普政府关税政策对美国经 济冲击逐步显现，美元指数还将承受一定下行压力；但上半年美元跌幅巨大，后期也会有较强的抗跌韧 性。国内方面，外部波动对我国出口的影响会逐步显现，而逆周期调节政策适时加力将确保经济运行基 本稳定，这方面有充足的政策空间。由此，接下来人民币汇率仍将以稳为主，持续升值或大幅贬值的风 险都不大。 北京商报讯（记者 岳品瑜 董晗萱）9月5日，中国人民银行授权中国外汇交易中心公布，当日银行间外 汇市场人民币汇率中间价为1美元对人民币7.1064元，相较前一交易日中间价7.1052元，调贬12个基点， 本周累计调升71个基点。 截至最新发稿时间9时48分，在岸人民币对美元报7.1385，日内升值0.02%；离岸人民币对美元报 7.1373。 ...

新华财经纽约9月4日电美元指数4日上涨。 衡量美元对六种主要货币的美元指数当天上涨0.21%，在汇市尾市收于98.348。 截至纽约汇市尾市，1欧元兑换1.1644美元，低于前一交易日的1.1662美元；1英镑兑换1.3426美元，低 于前一交易日的1.3442美元。 （文章来源：新华社） 1美元兑换148.56日元，高于前一交易日的147.97日元；1美元兑换0.8063瑞士法郎，高于前一交易日的 0.8040瑞士法郎；1美元兑换1.3829加元，高于前一交易日的1.3797加元；1美元兑换9.4732瑞典克朗，高 于前一交易日的9.4280瑞典克朗。 ...