有报道称，美联储理事克里斯托弗·沃勒已被列为接替现任主席的潜在候选人之一，这加深了市场对政策延 续鸽派倾向的猜测。 欧元获支撑，但市场静待欧银决议 欧元方面，由于市场普遍认为欧洲央行本轮降息周期可能已经结束，欧元持续获得基本面支撑。然而，交 易者并未急于推动汇率大幅上行，而是选择等待周四欧洲央行的最新政策决议。该决议将提供关于欧元区 经济前景和政策路径的更明确信号。 周三亚洲交易时段，欧元/美元汇率在1.1750区域附近持稳，此前从近期高位的回落势头似乎暂时止步。市 场整体环境仍为欧元提供了支撑，但投资者在重大事件前保持谨慎，选择暂缓大举布局。 美元反弹乏力，鸽派预期持续笼罩 尽管前一交易日公布的美国非农就业数据表现强劲——11月新增就业64K，远超市场预期的50K，且较10 月的下降105K显著改善——但美元的反弹并未能延续。 数据细节显示失业率从4.4%小幅上升至4.6%，这种喜忧参半的局面并未动摇市场对美联储政策的温和预 期。 目前市场普遍预计，美联储明年仍有进一步放松政策的可能。同时，关于美联储领导层可能变更的讨论也 影响了市场情绪。 美国即将公布的消费者通胀数据也将影响美元走势，并为欧元/美元交易提 ...

Group 1 - Gold prices are on an upward trend, influenced by U.S. personal consumption expenditure data, with market expectations for a potential interest rate cut by the Federal Reserve [1] - Speculators increased their net long positions in Comex gold by 6,363 contracts, bringing the total net long positions to 148,122 contracts [1] Group 2 - The U.S. stock market is at a critical juncture, with upcoming employment data, inflation indicators, and Federal Reserve interest rate decisions expected to set the market tone [2] - In August, South Korean retail investors sold $657 million worth of Tesla stock, marking the largest outflow since early 2023, as interest shifted towards more volatile investments like cryptocurrencies [2] Group 3 - The average house price in the UK fell by 0.1% month-on-month to £271,079, with affordability concerns impacting price growth [3] - Analysts suggest that the European Central Bank's rate-cutting cycle may be over, with expectations to maintain the deposit rate at 2% during the September policy meeting [3] Group 4 - The Reserve Bank of India may intervene in the bond market to curb rising yields, with economists expressing concern over the speed of yield increases [4]