Group 1 - The US dollar is heading towards its worst weekly performance since June 2022, with the dollar index dropping to a three-week low and over 1% decline this week [1] - Options traders are now paying premiums to hedge against further declines in the dollar over the next month, contrasting sharply with the bullish sentiment seen a week prior [1] - Political risks have become a more significant factor influencing the currency than monetary policy, as indicated by the recent volatility in US dollar performance [3] Group 2 - The market is leaning towards the expectation that the Federal Reserve will cut interest rates twice this year, each by 25 basis points, with almost no likelihood of action in the upcoming meeting [3] - The volatility surrounding the Federal Reserve's policy decisions has reached its highest level in over a month, reflecting uncertainty in the market [3] - The US labor market remains stable, with initial jobless claims increasing by 1,000 to 200,000, indicating that optimism in the labor market does not threaten the bearish outlook on the dollar [3]

今晚，美国一系列重磅数据出炉。 值得注意的是，渣打银行突然对美元发出危险警告。渣打银行在最新发布的报告中表示，如果美国总统特朗普 的政策增加美国债务负担但未能提振美国经济，那么明年美元"重大"下跌的风险将会增加。 重磅数据出炉 北京时间5月29日，美国商务部经济分析局（BEA）公布的数据显示，美国第一季度实际GDP年化季率修正值 为下降0.2%，预期为下降0.3%。美国第一季度最终销售年化季率修正值-2.9%，前值-2.5%。美国第一季度企业 获利年化季率初值 -3.6%，前值5.9%。 美国一季度核心个人消费支出(PCE)物价指数年化季环比修正值为3.4%，略低于预期的3.5%，初值为3.5%；美 国第一季度核心PCE物价指数年率修正值 2.8%，前值2.8%。 根据BEA上月的初步估算，剔除通胀影响后的一季度GDP同比录得-0.3%，与去年第四季度2.4%的增长形成鲜 明对比。 BEA通常会公布三轮季度GDP增长数据，第二轮修正数据已于今晚发布。这一轮修正基于更多数据和更新后的 估算结果。 美国商务部经济分析局公布的数据显示，美国第一季度经济折合年率萎缩0.2%，预估为下降0.3%，这一数据 相较于此前公 ...