美元前景：看跌，因市场对美联储两次降息的预期和政治不确定性增加。随着美联储降息押注和政治风险的权衡，DXY从98.635回落。交易员们关注98.00的关键支撑位，如果突破，则有向97.109下跌的风险。

US Dollar Outlook: Bearish as Markets Price Two Fed Cuts and Political Uncertainty Grows.DXY retreats from 98.635 as Fed rate cut bets and political risks weigh. Traders eye key support at 98.00 with downside risk toward 97.109 if it breaks.

美联储宣布10月支付创新会议。美联储周三宣布，将于10月21日举办一次关于支付创新的会议。

Fed announces October conference on payments innovation.The U.S. Federal Reserve announced Wednesday it would host an Oct. 21 conference on payments innovation.

美联储的Bostic：通货膨胀仍然是首要问题，预计2025年将削减一次。亚特兰大联邦储备银行行长拉斐尔·博斯蒂克今天表示，在通胀率高于目标四年后，“价格稳定仍然是首要问题”，尽管劳动力市场放缓可能证明今年降息四分之一个百分点是合理的。

Fed's Bostic: Inflation still top concern, sees one cut in 2025.Atlanta Fed President Raphael Bostic said today that “price stability remains the primary concern,” after four years above target inflation, though a slowing labor market likely justifies one quarter-point rate cut this year.

周三，10年期美国国债收益率跌至4.2%，比盘中高点低10个基点，重新测试一个月来的最低水平，因为悲观的经济数据推动美联储降低利率，使其重返市场前沿。7月份，JOLTS编制的职位空缺下降幅度超过预期，降至10个月来的最低水平，巩固了这一时期劳动力市场的低迷。此外，工厂订单连续第二个月大幅收缩。市场继续对美联储本月的降息决定进行全面定价，同时对今年的两到三次降息存在分歧。尽管如此，30年期债券收益率的温和下跌继续使美国收益率曲线变陡，反映出对不可持续的财政扩张和高通胀的担忧。

The yield on the 10-year US Treasury note slumped to 4.2% on Wednesday, 10bps below session highs to retest the lowest level in one month as pessimistic economic data drove lower interest rates by the Fed to return to the market's forefront. Job openings compiled by the JOLTS fell more than expected to their lowest in 10 months in July, consolidating the downturn in labor markets for the period. Additionally, factory orders contracted sharply for a second straight month. Markets continued to fully price a rate cut in the Fed's decision this month, while being split on two or three rate cuts this year. Still, a softer drop in the yield of the 30-year bond continued to steepen the US yield curve, reflecting concerns of unsustainable fiscal expansion and high inflation.