从4小时K线图看，美元指数处于97.54—98.95的箱体内震荡上行后进入再平衡阶段。前一轮快速拉升在 98.8290附近遭遇抛压，随后回撤至97.5400一线，K线留下长柱与明显的上下影线，体现事件驱动下 的"波动率扩张—快速均值回归"范式。 不断扩大的预算赤字与政府债务、以及政策方向的难以预测，正促使投资者重新评估其美元资产的风险 敞口。尽管围绕美联储理事库克事件的市场本能反应对美国短期国债收益率略有支撑，但王素林指出， 若特朗普政府持续施压，迫使美联储在通胀依然高企的背景下妥协降息，此类支撑将难以持续。政治干 预削弱央行独立性的风险，可能加剧市场对长期通胀及美元稳定性的担忧。 周五（8月29日）亚盘早盘，美元指数最新价报97.99，涨幅0.13%，开盘价为97.87。加拿大皇家银行资 本市场驻澳大利亚和新西兰首席经济学家王素林表示，近期美联储政治化趋势日益显著，进一步推高了 美国本已较高的风险溢价。 ...

Group 1 - COMEX silver prices have increased significantly, currently trading at $37.20 per ounce, with a rise of 1.10% from the opening price of $36.79 per ounce [1][5] - The highest price reached today was $37.24 per ounce, while the lowest was $36.57 per ounce [1][5] Group 2 - Concerns regarding the independence of the Federal Reserve have been raised, with two-thirds of reserve managers expressing worries about political interference affecting monetary policy [3] - Since President Trump took office, his public criticism and pressure on the Federal Reserve have led to a reassessment of the dollar's reliability as a safe-haven asset [3] - Approximately 35% of central banks surveyed believe the U.S. may require allies to convert medium- to long-term debt into ultra-long-term zero-coupon bonds, reflecting concerns over U.S. debt management strategies [4] - Despite these concerns, nearly 80% of respondents expect the dollar to maintain its status as the global reserve currency, with the dollar currently accounting for 58% of global foreign exchange reserves [4] - However, 29% of central banks plan to reduce investments in U.S. assets in the future, indicating a gradual decline in the attractiveness of dollar-denominated assets [4]