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]

Core Viewpoint - The former president of the Asian Development Bank, Masatsugu Asakawa, stated that the U.S. dollar is more susceptible to being sold off, making it unlikely for Japan to accept the U.S. request to support the yen [1] Group 1 - The U.S. has made requests to Japan regarding the support of the yen [1] - Asakawa emphasizes the volatility of the U.S. dollar in the current market [1] - Japan's stance is influenced by the potential risks associated with dollar fluctuations [1]

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。" ...

Core Viewpoint - The European Central Bank official Demarco stated that the euro will not replace the US dollar as the dominant reserve currency [1] Group 1 - The euro's position as a reserve currency is not expected to surpass that of the US dollar [1] - Demarco's comments reflect ongoing discussions about the future of global currencies and their roles in international finance [1]

Macroeconomics - Deutsche Bank suggests the US dollar may face further adjustments to eliminate the US current account deficit [1]