Core Viewpoint - The US dollar has risen to a near one-week high against a basket of currencies, supported by safe-haven flows, as US traders return from the Presidents' Day holiday [1] Group 1: Market Reactions - US stock index futures have turned lower due to concerns about the potentially disruptive impact of AI on various industries, which has affected risk appetite [1] - Investors are closely monitoring the upcoming Federal Reserve meeting minutes and key economic data releases, including fourth-quarter GDP growth and Personal Consumption Expenditures (PCE) price index, for clues regarding the timing of the next interest rate cut [1] Group 2: Currency Movements - The DXY dollar index reached a high of 97.247 [1]

Core Viewpoint - The CEO of Revacy Fund, Zaheer Anwari, indicated that liquidity constraints on President's Day limited market volatility, leading to a modest rise in the dollar. However, the dollar faces risks of a decline due to weaker-than-expected U.S. inflation data, which has strengthened expectations for further rate cuts later this year [1] Group 1 - The dollar index (DXY) increased by 0.2% to 97.079 [1] - Market attention is shifting towards the upcoming release of the Federal Reserve's meeting minutes on Wednesday, followed by personal consumption expenditures (PCE) inflation data and fourth-quarter economic growth data on Friday [1] - If PCE data confirms a general slowdown in inflation, both the dollar and U.S. Treasury yields may decline [1]

Core Viewpoint - The US dollar experienced a slight increase during light holiday trading but remains within a recent range, with the stock and bond markets closed for Presidents Day [1] Group 1: Economic Indicators - The US economic calendar is light on Monday, leading investors to focus on the upcoming Federal Reserve meeting minutes on Wednesday and the preliminary fourth-quarter GDP and personal consumption expenditures (PCE) inflation data on Friday [1] - Following strong US employment data and lower-than-expected inflation data from the previous week, the market is looking for clues regarding the timing of the Federal Reserve's next interest rate cut [1] Group 2: Market Performance - The DXY dollar index rose by 0.1% to 96.967 [1]

来源：滚动播报 丹麦银行分析师Mohamad Al-Saraf在一份报告中称，美元未能持续反弹，反映出市场仍倾向于逢高卖出 该货币。"展望未来，我们不认为该报告会改变美元的整体前景。"他称，大幅的基准向下修正仍表明就 业增长出现结构性放缓，2025年平均每月新增就业人数仅为15,000人，低于2024年的122,000人。此外， 美国总统特朗普以数据强劲为由呼吁进一步降息，这加剧了外界对美联储独立性的担忧。DXY美元指 数持平于96.814。 ...

美元维持涨势，此前周三公布的好于预期的美国非农就业报告促使市场下调了对美联储降息的预期。不 过，德国商业银行的Michael Pfister在一份报告中称，美国总统特朗普以强劲的就业数据为由呼吁进一 步降息，此举阻止了美元出现更大幅度的上涨。他称，这与经济学理论相悖，并凸显了为何美联储的降 息幅度可能超过市场预期。DXY美元指数上涨0.1%，至96.901。 来源：滚动播报 ...

GivTrade的Hassan Fawaz在一份报告中称，鉴于近期有迹象显示美国就业市场降温，1月份就业人数若 与预期出现任何明显偏差，都可能引发外汇和债券市场的剧烈波动。有关专业分析师预计，继12月份新 增50，000人之后，1月份将新增就业55，000人。他说："弱于预期的数字可能会重新引发对劳动力市场 势头的担忧，从而强化今年晚些时候货币政策将放宽的预期，并打压美元。"他说，强于预期的结果可 能会挑战这一看法，并支撑美元、提振收益率。据伦敦证券交易所集团（LSEG）的数据，DXY美元指 数当日下跌0.3%，至97.363，但脱离了97.291的盘中低点。10年期美国国债收益率上升2.8个基点，至 4.230%。 责任编辑：何云 GivTrade的Hassan Fawaz在一份报告中称，鉴于近期有迹象显示美国就业市场降温，1月份就业人数若 与预期出现任何明显偏差，都可能引发外汇和债券市场的剧烈波动。有关专业分析师预计，继12月份新 增50，000人之后，1月份将新增就业55，000人。他说："弱于预期的数字可能会重新引发对劳动力市场 势头的担忧，从而强化今年晚些时候货币政策将放宽的预期，并打压美元。"他说 ...

Core Viewpoint - The US dollar reached a two-week high but remained stable as investors overlooked weak US employment data [1] Group 1: Employment Data - The US Labor Department reported that job openings in December fell to the lowest level in over five years [1] - The upcoming non-farm payroll data, which was delayed due to a recent government shutdown, is a key focus for the market [1] Group 2: Federal Reserve and Dollar Strength - President Trump nominated Kevin Walsh to chair the Federal Reserve, boosting the dollar as the market bets on his restrictive policy stance and commitment to central bank independence [1] - Data from the London Stock Exchange Group indicates that the market does not fully anticipate another rate cut before June [1] Group 3: Market Indicators - The DXY dollar index remained flat at 97.819 [1]

马来亚银行分析师称，美国总统特朗普提名凯文·沃什出任美联储主席，为市场平仓极端头寸提供了触 发因素。这些分析师在一份报告中写道："该提名消息缓解了市场的担忧，即特朗普的提名人可能是一 个唯命是从者，会以通胀风险上升为代价过度下调政策利率。"沃什过去一直对美联储持批评态度，认 为美联储只应承担稳定物价这一项任务。他的意外提名促使市场参与者放弃了美元贬值的说法，金、 银、铜价格在1月份大幅上涨后随之大跌。DXY美元指数已站稳脚跟，但马来亚银行表示，价格走势表 明更剧烈的反转似乎仍不太可能，阻力位在97.50。 来源：滚动播报 ...

Core Viewpoint - Concerns over the credibility of U.S. policy and the risk of larger interest rate cuts by the Federal Reserve may lead to further weakening of the dollar [1] Group 1: Economic Indicators - Even with robust U.S. economic growth, issues related to policy credibility and governance could trigger a temporary decline in the dollar [1] - The potential for excessively loose monetary policy limits the upside potential for the dollar [1] Group 2: Market Reactions - The uncertainty surrounding inflation paths, along with the widening gap between short-term and long-term U.S. Treasury yields, presents a negative combination for the dollar [1] - The DXY dollar index decreased by 0.2% to 98.598 [1]

Core Viewpoint - The article highlights the cautious sentiment among investors regarding the stability of the US dollar, particularly in light of upcoming economic data releases and concerns over the independence of the Federal Reserve [1] Group 1: Economic Data - The US retail sales and producer price index data for November, which were delayed, are set to be released at 1330 GMT [1] - The inflation rate in the US for December remained steady at 2.7%, aligning with expectations [1] Group 2: Federal Reserve Independence - Concerns regarding the independence of the Federal Reserve have intensified following a criminal investigation by the Department of Justice into Chairman Jerome Powell, prompted by President Trump's repeated criticisms of Powell's cautious stance on interest rate cuts [1] - Despite the investigation, the impact on the dollar has been minimal so far, largely due to opposition from several Republican lawmakers [1] Group 3: Market Indicators - The DXY dollar index is reported at 99.122, indicating the current strength of the dollar amidst the prevailing uncertainties [1]