美军突袭加拉加斯控制马杜罗后，特朗普警告委内瑞拉代总统罗德里格斯必须配合美国，否则将面临比马杜罗"更高代价"。此前罗德里格斯宣称马杜罗 是唯一总统，拒绝承认美军事行动。特朗普还称，委内瑞拉可能不会是美国干预的最后一个国家，并重申"我们绝对需要格陵兰岛"。 美军参谋长联席会议主席凯恩表示，美东时间2日22时46分，特朗普下达命令，超过150架飞机从美军西半球海上和陆地20个基地起飞，包括轰炸机、 战斗机、侦察机、旋翼机等。搭载"三角洲"特种部队的直升机以约30米的高度贴着海面飞行。 在接近委内瑞拉首都加拉加斯时，美军发动打击瓦解了委内瑞拉的防空系统。当地时间3日凌晨，加拉加斯发生多次爆炸，同时出现大面积停电，互联 网访问困难。特朗普称， 断电是靠"美方掌握的某项特殊技术"实现的，知情人士透露此次断电是一次临时网络攻击所致。 美东时间3日1时01分，"三角洲"特种部队搭乘第160特种作战航空团的MH-60和MH-47特种作战直升机抵达马杜罗住所。特朗普称，特种部队攻入官邸 并抵达马杜罗的房间时，马杜罗与其妻子试图逃入一间钢筋加固的安全屋，但被美军拦截。 最终马杜罗夫妇选择放弃抵抗，被突袭部队控制带上直升机，在美军 ...

美国3日凌晨突袭委内瑞拉首都加拉加斯等地，出动特种部队强行控制马杜罗总统夫妇并将他们带至美 国。委最高法院随后下令罗德里格斯担任代理总统。特朗普3日中午曾在新闻发布会上称，罗德里格斯 已宣誓接任委总统，并与美国务卿鲁比奥通电话表示会配合美方。 在美军突袭加拉加斯、强行控制马杜罗并将其带至美国的次日，美国总统特朗普对委内瑞拉代理总统罗 德里格斯发出严厉警告，称如果她"不做正确的事"将付出比马杜罗"更高昂的代价"。 1月4日，据新华社报道，特朗普当天在接受美国《大西洋》月刊记者电话采访时明确表示，他不会容忍 罗德里格斯公然反对美国对委内瑞拉进行的军事行动。这一表态直接针对罗德里格斯3日在委国家电视 台的讲话——她当时宣称马杜罗是委内瑞拉"唯一的总统"，并表示委内瑞拉永远不会成为任何国家的殖 民地。 特朗普还宣称，委内瑞拉可能不会是美国干预的最后一个国家，并重申"我们绝对需要格陵兰岛"。这 一表态显示美国政府可能继续采取单边军事行动，引发国际社会对地缘政治稳定的担忧。 五小时突袭行动全程 据环球时报消息，美军参谋长联席会议主席凯恩表示，美东时间2日22时46分，特朗普下达命令，超过 150架飞机从美军西半球海上和陆 ...

Core Viewpoint - Indonesia has reached a free trade agreement with the European Union after 10 years of negotiations, which is expected to significantly contribute to economic and geopolitical stability in the region [1] Group 1 - The free trade agreement marks a crucial development for Indonesia as a key member of ASEAN [1] - The agreement is anticipated to enhance economic cooperation and trade relations between Indonesia and the EU [1] - The successful negotiation reflects Indonesia's strategic importance in the global trade landscape [1]

Core Viewpoint - Bank of America predicts limited downside for the US dollar in the second half of 2025, contrasting with some current market sentiments [2][10] Supporting Factors for Dollar Resilience - Key factors supporting the view of limited downside for the dollar include interest rate differentials, economic performance, and global liquidity demand [3] - Despite potential Fed rate cuts, if US rates remain higher relative to the Eurozone or Japan, the dollar will still attract yield-seeking investors [3] - The US economy shows remarkable resilience and growth, providing fundamental support for the dollar [3] - The dollar remains the dominant global reserve currency, with structural demand particularly strong during periods of global uncertainty [3] Core Drivers of Dollar Trends in 2025 - Understanding the factors influencing the dollar's outlook in 2025 is crucial, with monetary policy, economic growth, and geopolitical stability being primary drivers [4] - The pace of Fed rate cuts compared to other central banks will be critical; a slower Fed cut could maintain dollar strength [4] - Even amid global economic slowdowns, the US's robust performance may attract capital inflows, supporting the dollar [4] - Geopolitical tensions often increase demand for the dollar as a safe-haven asset [4] - The inflation trajectory in the US will directly impact central bank policies and currency valuation [4] Interconnectedness of Dollar and Forex Markets - The dollar's performance is interconnected with broader forex market trends, influencing and being influenced by other major currencies and emerging market currencies [5][6] - If the ECB or BoJ maintain a more accommodative stance, the euro and yen may face continued pressure against the dollar [5] - Strong dollar often exerts pressure on emerging market currencies, particularly those with dollar-denominated debt [6] Basis of Analysis and Potential Challenges - Bank of America's analysis is based on a comprehensive approach, considering macroeconomic indicators and policy expectations [7] - Key aspects include labor market data, inflation trends, global trade, and capital flows, all of which significantly impact dollar demand [7] - While the analysis is compelling, potential challenges include unexpected global economic recovery leading to capital outflows from the US [7] Implications for Investors - Understanding these currency forecasts is crucial for investors, affecting portfolio construction and risk management [9] - A strong dollar can be a double-edged sword, enhancing the value of dollar-denominated assets while making US exports more expensive [9] - Companies and investors with significant international exposure should consider hedging strategies to mitigate currency risk [9]