美国10年期国债 (US10Y) 加自选

美元预测：美联储鹰派言论导致指数升至100.257。随着美联储官员推迟宽松政策，美元走强。国债收益率保持稳定，而DXY指数在11月初突破100.257。

US Dollar Forecast: Index Rises Toward 100.257 on Hawkish Fed Comments.Dollar strength builds as Fed officials push back on easing. Treasury yields steady, while DXY eyes breakout above 100.257 into early November.

美国芝加哥10月PMI为43.8，高于预期（42.3）。美国芝加哥10月PMI为43.8，高于预期（42.3）

United States Chicago PMI registered at 43.8 above expectations (42.3) in October.United States Chicago PMI registered at 43.8 above expectations (42.3) in October

美联储鹰派推迟降息，美元延续涨势。在美联储官员新一轮鹰派言论的支持下，市场进入本周和本月的最后一个美国交易日，美元反弹势头增强。在联邦公开市场委员会（FOMC）后的定位主导了几天后，随着投资者重新考虑12月再次降息的可能性，美元再次走强。

Dollar Extends Rally as Fed Hawks Push Back on Rate Cut.Dollar's rally gained momentum as markets headed into the final U.S. session of both the week and the month, supported by a fresh round of hawkish remarks from Fed officials. After a few days dominated by post-FOMC positioning, the greenback found renewed strength as investors reconsidered the likelihood of another rate cut in December.

美联储的施米：现在削减不会解决劳工问题，可能会损害信誉。堪萨斯城联储主席杰弗里·施密德（Jeffrey Schmid）为他反对本周降息25个基点的决定进行了坚定的辩护，他认为美国经济仍然具有弹性，通货膨胀率过高，无法证明进一步放松政策的合理性。

Fed's Schmi: Cutting now won't fix labor issues, may damage credibility.Kansas City Fed President Jeffrey Schmid offered a firm defense of his decision to oppose this week's quarter-point rate cut, arguing that the U.S. economy remains resilient and inflation too high to justify further policy easing.