来源：滚动播报 美元扩大跌幅，兑一篮子货币触及一个月低点，因在美国总统特朗普暗示可能提名凯文·哈塞特担任下 一任美联储主席后，美国的降息预期升温。荷兰国际集团分析师Chris Turner在一份报告中称，哈塞特 的观点被认为与曾多次呼吁降息的特朗普的观点最为一致。市场对该消息的反应是美元走软、短期收益 率的降幅快于长期收益率以及风险资产上涨。Turner称，在美联储12月10日做出决定之前，这可能一直 是市场的主导主题。DXY美元指数跌至98.968。 ...

Group 1 - The market is experiencing a "dollar up, everything down" pattern, leading to a potential rise in risk assets that ignore fundamentals [1] - Treasury Secretary Yellen has called for significant interest rate cuts from the Federal Reserve, suggesting a 50 basis point cut in September and a total reduction of 150 to 175 basis points [2] - Trump's stance is even more aggressive, advocating for a reduction of 300 to 400 basis points, which would effectively bring rates to zero [3] Group 2 - Market expectations for a 25 basis point cut in September are now at 100%, with a total anticipated reduction of 62 basis points over the remaining meetings this year [3] - The Federal Reserve has pushed back against the idea of significant rate cuts, with Atlanta Fed President Bostic indicating that a rate cut is not expected until 2025 [4] - The interplay between the Treasury and the Federal Reserve resembles a scripted performance, where the Treasury raises expectations while the Fed moderates them to prevent market overheating [4] Group 3 - Gold is showing signs of preparing for a new round of volatility, with recent price movements reflecting market sentiment [5]