美元贬值让你今年的梦想假期更加昂贵。2025年1月，随着唐纳德·特朗普重返白宫，美元正朝着2022年的高点飙升，这得益于投资者的乐观情绪。华尔街押注于关税和国内减税以加强美元。

A Sinking Dollar Is Making Your Dream Vacation Way More Pricey This Year.In January 2025, the U.S. dollar was charging toward its 2022 highs, riding a wave of investor optimism as Donald Trump returned to the White House. Wall Street was betting on tariffs and domestic tax cuts to strengthen the greenback.

美国：6月ISM收缩显示普遍的关税担忧。

US: Widespread Tariff Concern Evident in June ISM Contraction.

美联储的鲍威尔避免利率承诺，强调了逐次会议的方法。

Fed's Powell avoids rate commitment, highlights meeting-by-meeting approach.

标准普尔500指数和纳斯达克指数周二波动，道琼斯指数上涨约200点，延续了周一的涨幅，周一标准普尔500股指创下2023年以来最强劲的季度表现。投资者仍专注于正在进行的贸易谈判和围绕预算法案通过的讨论，同时消化美联储主席鲍威尔的言论。鲍威尔表示，他预计关税的影响将在未来几个月显现，但他也强调，大多数美联储官员认为，今年晚些时候降息是合适的。与此同时，职位空缺意外增至777万，为11月以来的最高水平，表明劳动力市场持续强劲。ISM制造业采购经理人指数显示，工厂活动连续第四个月收缩。公用事业是表现最差的行业，而材料表现优于其他行业。在企业方面，随着特朗普总统和埃隆·马斯克之间的紧张关系加剧，特斯拉股价下跌了3%以上。

The S&P 500 and Nasdaq fluctuated on Tuesday, while the Dow Jones added around 200 points, extending gains from Monday, when the S&P 500 recorded its strongest quarterly performance since 2023. Investors remained focused on ongoing trade negotiations and discussions surrounding the passage of the budget bill, while digesting remarks from Fed Chair Powell. Powell said he expects the impact of tariffs to show up in coming months but also highlighted that a majority of Fed officials believe it will be appropriate to cut interest rates later this year. Meanwhile, job openings unexpectedly rose to 7.77 million, the highest since November, signalling continued strength in the labor market. The ISM Manufacturing PMI indicated that factory activity contracted for a fourth consecutive month. Utilities was the worst-performing sector while materials outperformed. On the corporate front, shares of Tesla lost more than 3% as tensions between President Trump and Elon Musk intensified.