随着关税担忧的缓解，美元有望第三周上涨。美元连续第三周上涨，因为华盛顿与其一些贸易伙伴的谈判取得进展的迹象以及好于预期的数据缓解了对世界最大经济体投资的担忧。

Dollar poised for third weekly gain as tariff concerns ease.The U.S. dollar headed for a third-straight weekly gain as signs of progress in Washington's talks with some of its trading partners and better-than-expected data eased concerns over investments in the world's largest economy.

周五，美国股指期货下跌，投资者消化了科技巨头苹果和亚马逊的收益，并等待4月份就业报告的发布。在盘后交易中，苹果股价下跌近4%，此前该公司警告称，由于关税，预计本季度将额外增加9亿美元的成本。亚马逊股价也下跌了2%以上，此前有关关税相关风险的指导意见和警示言论弱于预期。现在，人们的注意力转向了将于今天晚些时候发布的4月份就业报告，该报告可能会为不断演变的贸易政策对更广泛的经济影响提供新的见解。周四，道琼斯指数上涨0.21%，标准普尔500指数上涨0.63%，纳斯达克综合指数上涨1.52%，这得益于元平台和微软的强劲盈利，这重新点燃了人们对人工智能行业的乐观情绪。

US stock futures slipped on Friday as investors digested earnings from tech giants Apple and Amazon, and awaited the release of the April jobs report. In after-hours trading, Apple fell nearly 4% after the company warned it expects an additional $900 million in costs this quarter due to tariffs. Amazon also declined more than 2% following weaker-than-expected guidance and cautionary remarks about tariff-related risks. Attention now turns to the April employment report, due later today, which could offer fresh insights into the broader economic impact of evolving trade policies. On Thursday, the Dow rose 0.21%, the S&P 500 gained 0.63%, and the Nasdaq Composite jumped 1.52%, buoyed by strong earnings from Meta Platforms and Microsoft, which reignited optimism around the artificial intelligence sector.

美元反弹将动摇的4个原因（第4位将很难恢复）。麦格理以欧元为例得出结论，美元将不再是必须持有的货币，而更多地成为少数可比选择的替代品。

4 reasons the USD rally will falter (#4 is going to be very difficult to recover from).Macquarie conclude that the USD will become less a must hold currency and more an alternative to a few omparable choices, citing the euro as an example.

美国股市周四开始走强，道琼斯指数上涨70点，标准普尔500指数上涨0.6%，纳斯达克综合指数上涨1%，因为大型科技公司的盈利推动了涨幅。微软股价飙升7.4%，不仅超过了顶线和底线预期，而且提高了Azure指导，让投资者对人工智能主导的增长感到放心，而Meta在公布强于预期的第一季度收入后上涨了4.3%。芯片领头羊Nvidia也上涨2.4%，因对其数据中心路线图重新燃起热情。相反，礼来公司在季度业绩公布后下跌11.7%，麦当劳在第一季度销售额下降后下跌1.9%。在贸易方面，特朗普总统表示可能与印度、日本和韩国达成贸易协议，并对与中国达成协议表示乐观。在数据方面，首次申请失业救济人数升至9周高点，持续申请失业救济的人数创下2021年以来的最高水平。受关税中断的影响，美国制造业在4月份再次萎缩。

US stocks kickstart May strong on Thursday, with the Dow Jones adding 70 points, the S&P 500 climbing 0.6% and the Nasdaq Composite jumping 1%, as Big Tech earnings drove gains. Microsoft soared 7.4% after not only beating top- and bottom-line estimates but raised its Azure guidance reassuring investors on AI-led growth, while Meta added 4.3% after posting stronger-than-expected Q1 revenue. Chip bellwether Nvidia also rose 2.4% on renewed enthusiasm for its data-center roadmap. Conversely, Eli Lilly lost 11.7% after its quarterly results and McDonald’s slipped 1.9% following a decline in Q1 sales. On the trade front, President Trump signaled possible trade deals with India, Japan, and South Korea, and voiced optimism about a China agreement. On the data front, jobless claims rose to a nine-week high and continuing claims hit their highest since 2021. U.S. manufacturing also shrank again in April, weighed down by tariff disruptions.