美国20年期国债 (US20Y) 加自选

路透社调查显示，美国经济表现优异，保持美元强势。路透社的一项民意调查发现，由于强劲的国内经济数据和美联储降息押注的持续缩减，美元将在未来几个月保持最近的强势。

US economic outperformance to keep dollar strong: Reuters poll.The U.S. dollar will hold on to its recent strength over coming months on robust domestic economic data and continued scaling back of bets for Federal Reserve interest rate cuts, a Reuters poll found.

周五，受主要科技公司强劲盈利报告的提振，美国股指期货上涨，而投资者正在等待10月份的就业报告。在盘后交易中，亚马逊在第三季度业绩好于预期后飙升近6%，这得益于其云和广告行业的增长。英特尔也上涨了7%，收入强于预期，销售前景乐观。相比之下，尽管季度业绩稳健，苹果公司的股价仍下跌了近2%。这家iPhone制造商警告称，假日季增长乏力，中国市场面临持续挑战。周四，主要股指遭遇挫折：道琼斯指数下跌0.9%，标准普尔500指数下跌1.86%，纳斯达克综合指数下跌2.76%。经济衰退的原因是微软和Meta的盈利预期令人失望，这引发了人们对人工智能成本上升和潜在利润压力的担忧。现在，投资者正关注着关键的就业数据和更多的盈利报告，他们准备做出进一步的市场反应。

US stock futures climbed on Friday, buoyed by robust earnings reports from major tech companies, while investors awaited the October jobs report. In after-hours trading, Amazon surged nearly 6% following better-than-expected Q3 results, bolstered by growth in its cloud and advertising sectors. Intel also rallied 7% on stronger-than-anticipated revenue and an optimistic sales outlook. In contrast, Apple experienced a nearly 2% decline despite solid quarterly results. The iPhone maker warned of tepid growth for the holiday season and ongoing challenges in the China market. On Thursday, the major indexes faced setbacks: the Dow fell 0.9%, the S&P 500 dropped 1.86%, and the Nasdaq Composite tumbled 2.76%. The downturn was attributed to disappointing earnings guidance from Microsoft and Meta, which sparked concerns over rising AI costs and potential profit pressures. With eyes now on crucial employment data and more earnings reports, investors are poised for further market reactions.

美国非农就业数据——值得关注的关键估计范围。看看与关键数据点的中值共识（上图中的“预期”）相比的预期范围：

US non-farm payrolls data - the critical key ranges for estimates to watch.Taking a look at the range of expectations compared to the median consensus (the 'expected' in the screenshot above) for the key data points:

通胀降温，支出保持强劲，美联储目标在望。通胀放缓的证据、强劲的消费者前景以及好于预期的每周首次申请失业救济人数数据在美国时段支撑了美元需求。

Fed's Target in Sight as Inflation Cools, Spending Holds Strong.Evidence of moderating inflation, strong consumer prospects, and better-than-expected weekly initial jobless claims data supported USD demand during the U.S. session.