Group 1 - The Federal Reserve unexpectedly cut interest rates by 25 basis points in September, leading to a 0.5% drop in the US dollar index, while foreign investors reduced their holdings of US Treasuries from 35% to 23%, with China selling off $25.7 billion [1] - 95% of global central banks are increasing their gold reserves, with spot gold prices rising to $3,840 per ounce, a 41% increase over the year, indicating a shift towards de-dollarization [1] - The share of the US dollar in global foreign exchange reserves has fallen to 38%, while the share of BRICS countries' local currency settlements has increased to 4.6%, highlighting a significant trend in currency diversification [1] Group 2 - Silver is being recognized as an undervalued asset, with Russia investing $535 million in silver and Saudi Arabia entering the silver trust market, while the US Mint has faced a six-year shortage of silver coins, with a gap of 117.6 million ounces this year [3] - Silver's dual attributes as a safe-haven asset and its industrial demand, particularly in solar panels and electric vehicles, are driving its price up to $44.98, surpassing gold's price increase by 8% [3] - Investors are advised to focus on physical silver bars rather than commemorative coins due to lower premiums, making it more accessible for ordinary investors [3] Group 3 - The internationalization of the Renminbi (RMB) is gaining momentum, with Shanghai piloting digital RMB for cross-border payments and supporting 400 export-oriented enterprises in sectors like renewable energy and high-end manufacturing [5] - Two types of companies are expected to benefit: cross-border financial service providers involved in digital currency projects and high-end manufacturing firms that can save on exchange rate costs by using RMB for transactions [5] - An investor reported a 22% gain from a cross-border payment-themed ETF, reflecting the positive outlook on RMB internationalization [5] Group 4 - Commodity funds are expected to rise as the US dollar depreciates, with ordinary investors advised to buy corresponding funds instead of directly trading futures [7] - For example, copper funds are anticipated to perform well due to high demand from the electric vehicle and power grid sectors, while oil funds can hedge against dollar depreciation [7] - A diversified investment strategy is recommended, allocating portions to gold, silver, and RMB internationalization funds to mitigate risks [7] Group 5 - Long-term holding of silver and commodities is advised, as the process of de-dollarization is gradual, and short-term volatility should not deter investors from the long-term trend [8] - The trend of de-dollarization is difficult to reverse once established, and assets like gold, silver, and RMB-related stocks can provide dual protection against dollar depreciation and benefit from industry growth [8] - The current market presents an opportunity for investors to diversify beyond gold, as many are still focused solely on it, potentially missing out on other valuable assets [8]

01、美元 "退烧" 早有信号？ 王爷说财经讯：9月28 日紧急提醒：美元撑不住了！今天1美元只能换 7.1349 人民币，比起9月4 日的 7.1426 已经连跌8天。 更关键的是，美元兑欧元、英镑甚至离岸人民币全在跌，仅今天对卢旺达法郎就跌了 5.57 个点。 美元这波走弱是暂时波动还是大趋势反转？对我们投资者又会有何影响呢？今天就一起来看看！ 其实从9 月17 日就该警觉了——美联储突然出手，把联邦基金利率从 4.25%-4.5% 降到了 4%-4.25%。 这是美联储今年第一次降息，背后藏着美国经济的大问题：8 月非农就业只增 2.2 万人，比 7 月少了近 6 万人，连去年的就业数据都下修了 91.1 万。 更要命的是全球央行都在 "用脚投票"。 据国际货币基金组织（IMF）最新的数据显示，现在美元在全球外汇储备里只占 57.74%，是 15 年来最低，而黄金储备占比却从 6.41% 涨到 14.8%。 而最近瑞士央行更是直接，坦言正在把美元换成欧元，毕竟它 1 万亿美元储备里，美元占比已从高位降了 2 个点。 02、为啥美元突然不香了？ 那么问题来了：为什么美元突然就变成这样了呢？ 王爷说财经认为 ...

这不仅是2008年金融危机后力度最大的一次宽松周期，更因两大特殊背景引发全球瞩目—— 经济数据"软着陆"信号 美国8月失业率升至4.3%，非农新增就业仅2.2万人，远低于预期。与此同时，通胀数据保持温和（CPI同比2.9%），为降息提供了空间。 这种"就业降温+通胀可控"的组合，让美联储得以在避免经济衰退的前提下调整政策。 北京时间9月19日凌晨，美联储将公布最新利率决议，市场普遍预期大幅降息。普通人如何抓住这波全球资产配置的机会？ 北京时间9月19日凌晨，美联储将公布最新利率决议。目前市场对"降息25个基点"的预期概率已超90%，且年内可能累计降息3次。 政治与市场的双重压力 特朗普多次公开呼吁"立即大幅降息"，叠加美股估值处于历史高位，市场对政策转向的期待愈发强烈。 与2008年应对危机的"衰退式降息"不同，本次更偏向"预防式降息"——通过提前释放流动性，为潜在的经济放缓筑坝。历史数据显示，预防式降息后，全球 风险资产往往表现更优。 美联储降息的本质是向市场注入流动性，但资金流向往往遵循"寻找价值洼地"的规律。结合当前市场环境，三大趋势值得关注—— 新兴市场或成"新宠" A股和港股当前估值仅为美股估值的1 ...

Group 1 - Global equity funds experienced the largest weekly inflow in three weeks, totaling $10.65 billion, driven by expectations of a Federal Reserve rate cut and favorable antitrust rulings for Google [1][4] - The market anticipates a 99.7% probability of a 25 basis point rate cut by the Federal Reserve this month, influenced by signs of a cooling U.S. labor market and dovish comments from Fed officials [4] - By region, European equity funds attracted $3.85 billion, Asian equity funds saw inflows of $3 billion, and U.S. equity funds received $2.42 billion [4] Group 2 - Fixed income remains favored, with global bond funds attracting inflows for the 20th consecutive week, totaling $18.74 billion [7] - Euro-denominated bond funds attracted $2.61 billion, marking the highest level since August 13, while corporate bond funds saw inflows of $2.13 billion [7] - Money market funds also saw a rise in inflows, reaching a four-week high of $57.59 billion, and commodity funds linked to gold and precious metals attracted $5.2 billion, the highest weekly inflow since November 2021 [7] Group 3 - Emerging market equity funds recorded a weekly net inflow of $1.05 billion, the highest since July 30, while emerging market bond funds saw net purchases of $2 billion [10]