美元指数 (DXY) 加自选

冯德莱恩：欧盟-美国贸易协定避免升级，缓解欧元和出口商的风险。欧盟首席执行官冯德莱恩为欧盟与华盛顿的贸易协定辩护称，该协定“即使不完美，也是强有力的”，称其可以防止破坏性的跨大西洋贸易战。她强调，尽管布鲁塞尔方面正在推动进一步削减关税，但欧洲15%的单一关税税率为出口商提供了相对有利的美国准入。

Von der Leyen: EU–US trade pact for averting escalation, easing risks for euro, exporters.EU chief von der Leyen defended the bloc's trade pact with Washington as “strong, if not perfect,” saying it prevents a damaging transatlantic trade war. She highlighted that Europe's single 15% tariff rate gives exporters relatively favourable U.S. access, even as Brussels pushes for further cuts.

美元预测：鲍威尔公布劳动力市场风险后，看跌前景增强。随着鲍威尔发出降息可能很快到来的信号，DXY下跌。在杰克逊霍尔发表关于劳动力风险的鸽派演讲后，交易员预计9月份宽松的可能性为91%。

US Dollar Forecast: Bearish Outlook Builds After Powell Flags Labor Market Risks.DXY sinks as Powell signals rate cuts could come soon. Traders price in 91% chance of September easing after dovish Jackson Hole speech on labor risks.

市场每周展望-美联储主席支点在美国个人消费支出和日本通胀数据公布前引发反弹。周五，在美联储主席杰罗姆·鲍威尔在杰克逊霍尔研讨会上的演讲中暗示可能降息后，华尔街主要指数飙升。

Markets Weekly Outlook – Fed Chair Pivot Ignites Rally Ahead of US PCE and Japanese Inflation Data.Wall Street's main indexes surged on Friday after Federal Reserve Chair Jerome Powell hinted at a possible interest rate cut during his speech at the Jackson Hole Symposium.

每周底线：美联储主席鲍威尔为降息敞开大门。长期以来，我们一直认为，加拿大经济疲软带来的经济疲软将有助于缓解通胀压力，抵消对美国商品征收报复性关税、努力使出口多样化而远离美国以及加拿大公司寻求新供应商对消费者价格的推高。7月份的通胀数据与这一说法非常吻合。

The Weekly Bottom Line: Fed Chair Powell Opens Door for Rate Cuts.We have long believed that economic slack from a softening Canadian economy would help ease inflationary pressures, counterbalancing the upward push on consumer prices caused by retaliatory tariffs on U.S. goods, efforts to diversify exports away from the U.S., and Canadian firms seeking new suppliers. The July inflation data aligned closely with this narrative.