美联储的戴利：随着劳动力市场风险的增加，可能很快就会降息。旧金山联储主席玛丽·戴利连夜表示，她预计央行“在未来几个月”将需要降息，理由是经济逐渐降温，劳动力市场持续存在下行风险。戴利警告称：“我认为进一步放缓是不受欢迎的。”他补充说，一旦失去势头，劳动力市场往往会“迅速而剧烈地下跌”。

Fed's Daly: Rate cut likely soon as labor market risks mount.San Francisco Fed President Mary Daly said overnight that she expects the central bank will need to cut interest rates “in the coming months,” citing a gradually cooling economy and persistent downside risks in the labor market. “I would see additional slowing as unwelcome,” Daly warned, adding that the labor market tends to “fall quickly and hard” once momentum is lost.

美联储鸽派立场上升，库克和柯林斯强调了不确定性的拖累。在一夜之间的小组讨论中，美联储理事Lisa Cook将7月份低于预期的就业报告描述为“令人担忧”，并指出工资数据下调的模式“在某种程度上是典型的转折点”

Fed doves gain ground as Cook, Collins highlight drag from uncertainty.In a panel discussion overnight, Fed Governor Lisa Cook described July's weaker-than-expected jobs report as “concerning” and noted that the pattern of downward revisions to payroll figures was “somewhat typical of turning points.”

周四，美元指数徘徊在98.5以下，在前一交易日大幅下跌后趋于稳定，因为投资者权衡了美联储降息预期的上升和央行领导层的潜在变化。市场正在等待最新的每周失业救济申请数据，上周低于预期的就业报告加强了对9月降息的押注，第二次降息可能在12月。唐纳德·特朗普总统预计将在本周末提名即将离任的美联储理事阿德里安娜·库格勒的继任者，这增加了不确定性。他还透露，仍有四名决赛选手正在考虑接替美联储主席杰罗姆·鲍威尔。与此同时，在特朗普宣布对进口半导体（不包括在美国建造的公司）征收100%的关税，并将印度商品的关税提高一倍至50%以应对继续购买俄罗斯石油后，贸易紧张局势再次出现。

The US dollar index hovered below 98.5 on Thursday, steadying after a sharp drop in the previous session as investors weighed rising expectations of Federal Reserve rate cuts and potential leadership changes at the central bank. Markets are awaiting the latest weekly jobless claims data after last week’s softer-than-expected jobs report reinforced bets for a rate cut in September, with a second move likely in December. Adding to the uncertainty, President Donald Trump is expected to nominate a replacement for outgoing Fed Governor Adriana Kugler by week’s end. He also revealed that four finalists remain under consideration to succeed Fed Chair Jerome Powell. Meanwhile, trade tensions resurfaced after Trump announced a 100% tariff on imported semiconductors, excluding firms building in the US, and doubled tariffs on Indian goods to 50% in response to continued purchases of Russian oil.

美元因美国经济担忧和美联储任命而下跌。周四，由于对美联储降息的预期增加，以及对党派之争蔓延到美国主要机构的担忧加剧，美元兑主要货币汇率继续下跌。

Dollar holds losses on US economy concerns, Fed appointments.The dollar remained lower against major peers on Thursday, as expectations of Federal Reserve rate cuts grew and concerns swirled about partisanship creeping into key U.S. institutions.