本文源自：金融界AI电报 周二纽约尾盘，ICE美元指数跌0.41%，报98.114点，日内交投区间为98.622-97.897点，北京时间20:30 发布美国CPI通胀数据之前持续高位窄幅震荡，数据发布后持续走低。彭博美元指数跌0.40%，报 1203.38点，日内交投区间为1208.65-1201.35点。 ...

现货黄金短线略微走高，整体涨幅扩大至超过2%，刷新日高至3358.08美元。 ICE美元指数维持0.95%的跌幅，持稳于99点整数位关口，大体上处于非农就业报告发布后、美国ISM制 造业指数发布时出现的日低98.679点附近。 其已经向美国总统特朗普递交辞呈。 此前，Kugler已经因为个人原因缺席美联储7月29-30日的联邦公开市场委员会（FOMC）货币政策会 议，也没有投票。 美联储理事Adriana Kugler辞职，8月8日生效。 ...

周四（7月24日）纽约尾盘，ICE美元指数涨0.19%，报97.394点，北京时间14:00-21:02持续上扬、刷新 日高至97.523点名，随后出现一波短暂的V形反转。 彭博美元指数涨0.13%，报1194.69点。 ...

Core Viewpoint - The article discusses the fluctuations in the ICE Dollar Index and Bloomberg Dollar Index following President Trump's announcement of tariffs on Japan and South Korea, highlighting the impact of geopolitical events on currency movements [1]. Group 1: Currency Index Movements - The ICE Dollar Index increased by 0.31%, closing at 97.479 points, with a trading range of 96.891 to 97.668 points during the day [1]. - The Bloomberg Dollar Index rose by 0.49%, reaching 1196.61 points, with a trading range of 1189.62 to 1198.36 points [1]. Group 2: Geopolitical Impact - The announcement of tariffs on Japan and South Korea by President Trump led to an expansion of gains in both dollar indices, indicating a direct correlation between political decisions and currency valuation [1]. - The initial drop in the indices during the Asia-Pacific trading session was reversed after the tariff news, demonstrating the sensitivity of the markets to U.S. trade policies [1].

Core Viewpoint - The ICE Dollar Index decreased by 0.19%, closing at 98.00 points, with an intraday trading range of 98.365 to 97.685 points, indicating a downward trend in the dollar's value [1] - The Bloomberg Dollar Index fell by 0.13%, ending at 1200.96 points, with an intraday trading range of 1204.92 to 1197.48 points, reflecting a similar decline in the dollar's strength [1] Group 1 - The ICE Dollar Index's decline suggests a weakening of the dollar against other currencies [1] - The intraday trading ranges for both indices indicate volatility in the currency market [1] - The performance of the dollar may impact various sectors, including exports and imports, due to its influence on international trade [1]

Core Viewpoint - The ICE Dollar Index increased by 0.03% to 98.811 points, with a trading range of 98.351 to 98.941 points during the day, indicating a V-shaped reversal during the specified time frame [1] Summary by Relevant Sections - ICE Dollar Index Performance - The ICE Dollar Index rose by 0.03% to 98.811 points [1] - The daily trading range was between 98.351 and 98.941 points [1] - A notable V-shaped reversal occurred between 21:00 and 00:00 Beijing time [1] - Bloomberg Dollar Index Performance - The Bloomberg Dollar Index decreased by 0.06% to 1208 points [1] - The daily trading range was from 1209.67 to 1204.31 points [1]

本周，ICE美元指数累计下跌1.96%，周五（5月23日）纽约尾盘报99.114点，整体持续震荡下行。 彭博美元指数累跌1.73%，报1210.89点。 ...

Group 1 - The core viewpoint of the articles indicates that the US dollar is facing downward pressure due to concerns over tariffs, recession risks, and unsustainable fiscal policies, despite its status as the world's reserve currency appearing secure for now [1][2] - Analysts from Bank of America suggest that the dollar may continue to weaken, as it is currently "overvalued" compared to other widely traded currencies, and the ongoing tariff situation is likely to lead to price increases and economic slowdown [1] - The ICE dollar index has declined nearly 4% since the announcement of tariffs on April 2, indicating a significant impact on the dollar's value [1] Group 2 - Dario Perkins from TS Lombard notes that the historical dominance of the dollar as a reserve currency began in 1944 with the Bretton Woods Agreement, which linked currencies to the dollar and the dollar to gold [2] - Perkins argues that despite the collapse of the Bretton Woods system, the dollar has maintained its position in the international monetary system, as global demand for dollar-denominated assets remains strong [2] - The current US administration appears to view the dollar's reserve status as a burden, which Perkins believes is a fundamental misunderstanding of how dollar hegemony operates [2][3] Group 3 - Perkins predicts that the current administration's actions may lead to a weaker dollar, which could inadvertently strengthen other economies [3] - He emphasizes that while the dollar's reserve currency status will not be lost immediately, the era of US exceptionalism is over, and the dollar's exchange rate is on a downward trend [3]

Core Insights - The 10-year U.S. Treasury yield remained stable around 4.4% with a daily decline exceeding 3 basis points before and after the release of U.S. consumer confidence and inflation expectations data [1] - The 2-year Treasury yield increased by approximately 1.5 basis points, nearing 3.9450%, with an overall daily decline of over 2 basis points [1] - The 2/10 year Treasury yield spread fell below +45.5 basis points, with an overall daily decline [1] - Spot gold maintained a decline of 1.76%, stabilizing around $3182 per ounce [1] - The ICE U.S. Dollar Index dropped over 0.1%, approaching 100.70 points [1] - The Bloomberg Dollar Index experienced a rise, reaching a daily high of 1230.42 points, maintaining a V-shaped reversal since 20:00 Beijing time [1] - The S&P 500 Index held a gain of 0.1% [1]

Core Viewpoint - The ICE Dollar Index experienced a slight increase of 0.05%, closing at 101.052 points after a V-shaped reversal, having previously dropped to a low of 100.271 points [1] - The Bloomberg Dollar Index also rose by 0.05%, ending at 1231.96 points, after hitting a low of 1224.24 points earlier in the day [1] Group 1 - The ICE Dollar Index showed a V-shaped recovery during the trading session [1] - The index reached a daily low of 100.271 points before rebounding [1] - The Bloomberg Dollar Index similarly fell to a low of 1224.24 points before closing higher [1] Group 2 - The overall performance of the dollar indices indicates a volatile trading environment [1] - The slight increases in both indices suggest a potential stabilization after earlier declines [1] - The movements in these indices may reflect broader market sentiments and economic conditions [1]