纳斯达克综合指数 (NASDAQ) 加自选

美元试图在本周晚些时候复苏，美联储的异议未能改变前景。美元在本周最后一个美国交易日小幅上涨，但后续走势仍然有限。反弹看起来更像是头寸调整，而不是信念，市场不愿在下周的关键数据公布之前追逐美元。

Dollar Attempts Late-Week Recovery, Fed Dissent Fails to Shift Outlook.Dollar edged modestly higher into the final US session of the week, though follow-through remains limited. The rebound looks more like position adjustment than conviction, with markets reluctant to chase the greenback ahead of next week's key data.

美联储施密德：降息前政策没有过度限制。堪萨斯城联邦储备银行行长杰弗里·施密德在本周的联邦公开市场委员会会议上解释了他的异议，他在会上投票决定保持利率不变。他在一份声明中表示，自10月以来，他对经济的评估没有发生有意义的变化，理由是经济活动和通货膨胀的“持续势头”仍高于舒适水平。

Fed's Schmid: Policy not overly restrictive before rate cut.Kansas City Fed President Jeffrey Schmid explained his dissent at this week's FOMC meeting, where he voted to keep rates unchanged. He said in a statement his assessment of the economy has not shifted meaningfully since October, citing “continued momentum” in activity and inflation that remains above comfort levels.

美联储的Goolsbee：等待更多数据是“更明智的选择”。芝加哥联邦储备银行行长奥斯坦·古尔斯比在本周的联邦公开市场委员会会议上解释了他的异议，他在会上投票决定维持利率不变，而不是支持降息25个基点。他说，政策制定者应该等待更多的数据，特别是通货膨胀数据，并认为将决定推迟到新的一年“不会带来太多额外的风险”，并将使美联储能够评估更完整的经济数据。

Fed's Goolsbee: Waiting for more data the “wiser choice”.Chicago Fed President Austan Goolsbee explained his dissent at this week's FOMC meeting, where he voted to hold rates rather than support the 25bps cut. He said policymakers should have waited for more incoming data, particularly on inflation, arguing that delaying the decision into the new year “would not have entailed much additional risk” and would have allowed the Fed to assess a more complete set of economic readings.

下一周：美元再次下跌。标准普尔500指数创下历史新高，随着价格寻求新的记录，标准普尔抹去了更多的损失。市场对人工智能和科技行业的情绪仍然乐观，因为标普名单上的权重股仍然看涨。

The Week Ahead – Another Downturn for the Dollar.(SPX 500) The S&P extending record (SPX 500) The S&P erased more losses as prices look for a fresh record. Sentiment remains upbeat for the AI and tech sectors, as the heavyweights on the S&P list remain bullish.