纳斯达克综合指数 (NASDAQ) 加自选

周一，美元指数跌至98.2，为2022年2月以来的最低水平，因为对美联储独立性的担忧给美元带来了压力。周五，美国国家经济委员会主任凯文·哈塞特透露，特朗普总统正在探讨解雇美联储主席杰罗姆·鲍威尔的可能性。一天前，特朗普在社交媒体上发帖称，鲍威尔的免职“速度不够快”，同时加大了央行降息的压力。这些言论加剧了人们对美国货币政策政治化的担忧，可能会损害美联储的信誉，动摇投资者对美元的信心。时机尤其敏感，因为包括美元和国债在内的美国资产已经面临压力，并且由于政府政策的不确定性越来越大，越来越被视为不太可靠的避风港。4月份迄今为止，美元已下跌约4.6%，对欧元、日元和瑞士法郎的跌幅最大。

The dollar index fell to 98.2 on Monday, the lowest since February 2022, as concerns over the Federal Reserve's independence weighed on the greenback. On Friday, National Economic Council Director Kevin Hassett revealed that President Trump is exploring the possibility of firing Fed Chair Jerome Powell. A day earlier, Trump posted on social media that Powell’s removal “cannot come fast enough,” while intensifying pressure on the central bank to cut interest rates. Such remarks have fueled worries about the politicization of US monetary policy, potentially undermining the Fed’s credibility and shaking investor confidence in the dollar. The timing is particularly sensitive, as US assets, including the dollar and Treasury bonds, are already under pressure and increasingly seen as less reliable safe havens due to mounting uncertainty over the administration’s policies. So far in April, the greenback has lost roughly 4.6%, with its steepest declines against the euro, yen, and Swiss franc.

随着特朗普再次威胁要罢免美联储主席鲍威尔，风险降低，美元再次走软。在今天的4月21日亚洲时段，美元暴跌，与耶稣受难日假期后市场重新开放后美国股指期货的盘中疲软一致。

Risk-Off Coupled With Renewed US Dollar Weakness as Trump Reasserts Threat to Remove Fed Chair Powell.In today's Asian session, 21 April, the US dollar tumbled in line with intraday weakness seen in the US stock indices futures after the markets reopened from the Good Friday holiday break.

贸易战导致美元指数跌破98.50。美元指数（DXY）是衡量美元（USD）对一篮子六种世界货币价值的指数，跌至98.30附近，为2022年3月以来的最低水平。围绕美国总统唐纳德·特朗普关税的不确定性加剧，以及在美中贸易战中对全球经济增长的担忧，全面削弱了美元。

US Dollar Index slumps below 98.50 on trade war woes.The US Dollar Index (DXY), an index of the value of the US Dollar (USD) measured against a basket of six world currencies, falls to near 98.30, the lowest since March 2022. The heightened uncertainty around US President Donald Trump's tariffs and concerns over global economic growth amid the US-China trade war undermine the USD across the board.

周一，美国10年期国债收益率升至4.35%以上，连续第二个交易日上涨，因投资者在对美联储独立性日益担忧的情况下抛售美国资产。此举之际，有报道称白宫正在探索是否可以罢免美联储主席杰罗姆·鲍威尔，唐纳德·特朗普总统对美联储不愿降息的态度越来越感到沮丧。这种政治不确定性，加上对持续关税对经济影响的担忧，加剧了市场波动。芝加哥联邦储备银行行长奥斯坦·古尔斯比（Austan Goolsbee）周末补充了谨慎的基调，警告称关税可能会导致美国经济活动在夏季“下降”。与此同时，特朗普政府已启动与几个主要伙伴的贸易谈判，其中最著名的是日本，尽管与中国的直接谈判尚未开始。

The yield on the US 10-year Treasury note rose above 4.35% on Monday, rising for a second consecutive session as investors dumped US assets amid growing concerns about the Federal Reserve’s independence. The move comes amid reports that the White House is exploring whether it can remove Fed Chair Jerome Powell, with President Donald Trump growing increasingly frustrated over the central bank’s reluctance to cut interest rates. This political uncertainty, combined with fears over the economic fallout from ongoing tariffs, has heightened market volatility. Chicago Fed President Austan Goolsbee added to the cautious tone over the weekend, warning that tariffs could cause US economic activity to “fall off” by the summer. Meanwhile, the Trump administration has initiated trade talks with several key partners, most notably Japan, though direct negotiations with China have yet to start.