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美元预测：随着美中贸易谈判的开始，DXY持有近长期支持。随着美中贸易谈判的开始，美元保持在关键支撑位之上；交易员关注CPI数据和美联储的DXY方向信号。

US Dollar Forecast: DXY Holds Near Long-Term Support as U.S.-China Trade Talks Begin.Dollar holds above key support as U.S.-China trade talks begin; traders watch CPI data and Fed signals for DXY direction.

美国总统特朗普给谈判人员空间解除对中国的出口管制——《华尔街日报》。《华尔街日报》周一援引知情人士的话说，美国总统唐纳德·特朗普周一在伦敦与中国进行的贸易谈判中，为财政部长斯科特·贝森特领导的代表开了绿灯，解除了对各种中国产品的出口管制。

US Pres. Trump gives negotiators room to lift export controls on China – WSJ.Citing people familiar with the matter, the Wall Street Journal reported on Monday that United States (US) President Donald Trump gave the green light to his representatives, led by Treasury Secretary Scott Bessent, to lift export controls on a variety of Chinese products in trade talks with China in London on Monday.

波罗的海交易所（Baltic Exchange）的干散货海运指数（dry bulk sea freight index）追踪运载干货的船舶的运价，该指数周一连续第九天上涨，上涨约3.6%，至11月18日以来的最高点1691点，这得益于对大型船舶的强劲需求。好望角型船运价指数飙升约5.9%，至近七个月高点3010点，该指数通常运输15万吨铁矿石和煤炭等货物；通常运载6万至7万吨煤炭或粮食的巴拿马型油轮指数在第五个交易日上涨1.5%，达到两周多来的高点1264点。相反，supramax指数下跌7点，至3月13日以来的最低点926点。

The Baltic Exchange's dry bulk sea freight index, which tracks rates for ships carrying dry commodities, extended its rally to a ninth sucessive day on Monday, rising about 3.6% to its highest since November 18 at 1,691 points, buoyed by strong demand for larger vessels. The capesize index, which typically transports 150,000-ton cargoes such as iron ore and coal, surged about 5.9% to a near seven-month high of 3,010 points; and the panamax index, which usually carries 60,000-70,000 tons of coal or grain, advanced for the fifth session, up 1.5% to a more than two-week high of 1,264 points. Conversely, the supramax index eased seven points to its lowest since March 13 at 926 points.

周一，随着交易员等待在伦敦举行的美中谈判结果，美国10年期国债收益率在4.5%左右波动。上周，特朗普总统与Xi总统通了电话，这再次点燃了缓解贸易紧张局势的希望。市场参与者也在展望美国的关键经济数据，本周晚些时候公布的CPI和PPI报告预计将为通胀压力和持续贸易争端的更广泛经济影响提供新的见解。此外，人们的注意力正转向本周的国债拍卖，其中390亿美元的10年期国债和220亿美元的30年期国债将成为衡量投资者对长期美国政府债务兴趣的关键指标。

The yield on the US 10-year Treasury note fluctuated around 4.5% on Monday, as traders awaited the outcome of US-China talks taking place in London. The meeting follows a phone call last week between President Trump and President Xi, which has rekindled hopes of easing trade tensions. Market participants are also looking ahead to key US economic data, with CPI and PPI reports due later this week expected to provide fresh insight into inflationary pressures and the broader economic impact of the ongoing trade dispute. Additionally, attention is turning to this week’s Treasury auctions, with a $39 billion sale of 10-year notes and a $22 billion offering of 30-year bonds set to serve as a critical gauge of investor appetite for long-dated US government debt.