美元/港币 (USDHKD) 加自选

周五，美元指数跌至97点，触及2022年2月以来的最低水平，交易员加大了对美联储降息的押注。有报道称，唐纳德·特朗普总统最早可能在9月或10月宣布下一任美联储主席的人选，这可能会形成一个“影子”领导结构，引导货币政策朝着更温和的方向发展。美联储主席杰罗姆·鲍威尔在最近的国会证词中表现出明显的温和语气，暗示在没有关税带来的通胀压力的情况下，美联储将继续其降息周期，这增加了美元的压力。交易员们现在正在等待最新的个人消费支出价格指数报告，这是美联储首选的通胀指标，以获取进一步的政策信号。与此同时，白宫淡化了即将到来的关税最后期限的重要性，减少了对长期贸易冲突的担忧，从而缓解了市场紧张局势。

The US dollar index dropped toward 97 on Friday, hitting its lowest level since February 2022, as traders ramped up bets on Federal Reserve rate cuts. Reports suggested that President Donald Trump may announce his pick for the next Fed Chair as early as September or October, potentially creating a “shadow” leadership structure that could guide monetary policy in a more dovish direction. Adding to the pressure on the dollar, Fed Chair Jerome Powell struck a notably dovish tone during recent congressional testimony, suggesting that in the absence of inflationary pressures from tariffs, the Fed would have continued its rate-cutting cycle. Traders are now awaiting the latest PCE price index report, the Fed’s preferred inflation gauge, for further policy signals. Meanwhile, the White House helped ease market tensions by downplaying the importance of upcoming tariff deadlines, reducing fears of a prolonged trade conflict.