牛肉 (Beef) 加自选

美联储不可能的困境：在战争燃烧的同时对抗通货膨胀。美联储只是停滞不前，这一次不仅仅是通货膨胀数据。为什么它的手被束缚了？

The Fed's Impossible Dilemma: Fighting Inflation While a War Burns.The Federal Reserve just froze in its tracks, and this time it's not just about inflation data. Why are its hands tied anyway?

由于担心伊朗冲突扩大，美元指数普遍稳定在100.00以上。由于担心伊朗冲突扩大，美元指数普遍稳定在100.00以上

US Dollar Index trades broadly firm above 100.00 amid fears of widening Iran conflicts.US Dollar Index trades broadly firm above 100.00 amid fears of widening Iran conflicts

中东旷日持久的战争风险削弱了市场情绪，美元保持坚挺。美元周一基本保持稳定，有望创下自7月份以来的最大月度涨幅，因投资者担心中东长期战争的后果，削弱美元​日元突破关键的160点，引发干预恐慌。

Dollar holds firm as risk of protracted Middle East war saps sentiment.The U.S. dollar held broadly steady on Monday, poised for its strongest monthly gain since July as investors fret about the ramification of a long war in the Middle East, denting the ​yen past the crucial 160 level and spurring intervention jitters.

判决周：美联储的利率僵局和非农工资判决。全球市场已进入美联储的决定性“判断周”，2026年利率路径的未来将在110美元油价的背景下受到考验。在2月份惊人地失去-9.2万个工作岗位之后，周五的NFP报告是对美国劳动力市场是只是降温还是正式冻结的最终判断。

Judgment Week: Fed's Rate Deadlock and the Non-Farm Payroll Verdict.Global markets have entered a definitive “Judgment Week” for the Federal Reserve, where the future of the 2026 interest rate path will be tested against a backdrop of $110 oil. Following February's shock loss of -92k jobs, the Friday NFP report serves as the final verdict on whether the U.S. labor market is merely cooling or officially freezing.