俄罗斯RTS指数 (RTS) 加自选

美联储即将降息，美元将迎来自7月以来最糟糕的一周。受劳动力数据疲软后美联储降息预期增加的推动，美元将出现自7月下旬以来最严重的单周跌幅。尽管存在通胀担忧，交易员们仍认为12月降息的可能性很高。

US dollar set for worst week since July as Fed rate cut looms.The U.S. dollar is poised for its worst weekly drop since late July, driven by increased expectations of Federal Reserve rate cuts following softer labor data. Traders are pricing in a high probability of a cut in December, despite inflation concerns.

石油新闻：随着欧佩克的临近，原油期货在交易量稀少的早期反弹后逐渐消退。原油期货在周五收盘疲软后下跌，因为库存增加、石油需求疲软和欧佩克生产风险对更广泛的石油前景造成压力。

Oil News: Crude Oil Futures Fade After Early Rally in Thin Trade as OPEC Looms.Crude Oil Futures slip after a weak Friday close as rising Inventory, soft Oil Demand, and OPEC Production risks weigh on the broader Oil Outlook.

美元/日元前景：上田演讲，美国数据成为焦点，日元偏好转为中性。最近几周，美元/日元无视了利率差异和风险偏好等传统驱动因素，但历史表明，这取决于这些关系何时恢复，而不是是否恢复。随着月末资金流的消失，人们的注意力转向了繁重的日历：一方面是美国PMI、劳动力指标和核心个人消费支出，另一方面是上田的演讲、家庭支出和日本国债拍卖。

USD/JPY outlook: Ueda speech, U.S. data in focus as yen bias turns neutral.USD/JPY has defied traditional drivers like rate differentials and risk appetite in recent weeks, but history suggests it's a matter of when—not if—those relationships return. With month-end flows out of the way, attention turns to a heavy calendar: U.S. PMIs, labor indicators, and core PCE on one side, and Ueda's speech, household spending, and JGB auctions on the other.

欧元稳定在1.1600上方，12月鸽派押注升至87%。欧元稳定在1.1600上方，12月鸽派押注升至87%

Euro stays firm above 1.1600 as dovish December bets rise to 87%.Euro stays firm above 1.1600 as dovish December bets rise to 87%