21:10:10
美国 United States
鸽派重新定价导致美元进一步走软;Bessent暗示美联储主席即将做出决定。美元兑欧元和日元在美国早盘明显走弱,追随国债收益率再次下跌,因为市场吸收了低于预期的9月零售销售。虽然该报告是回顾性的,但它强化了消费的发展方向,并为需求稳步降温的观点增加了砝码。
Dollar Softens Further on Dovish Repricing; Bessent Signals Fed Chair Decision Near.Dollar weakened notably against Euro and Yen in early U.S. session, tracking another leg lower in Treasury yields as markets absorbed softer-than-expected September retail sales. While the report was backward-looking, it reinforced the direction of travel for consumption and added incremental weight to the view that demand is steadily cooling.