美元预测：随着7月降息押注的增加，DXY在50天均线附近停滞。美元预测：随着7月降息押注的增加，DXY在50天均线附近停滞

US Dollar Forecast: DXY Stalls Near 50-Day MA as July Rate Cut Bets Grow.US Dollar Forecast: DXY Stalls Near 50-Day MA as July Rate Cut Bets Grow

投资者将继续关注以色列-伊朗冲突的发展，特别是美国军事介入的可能性，以及全球贸易谈判的最新进展。人们的注意力还将转向美联储主席杰罗姆·鲍威尔在国会的证词，因为市场正在寻找鹰派基调与依赖数据的方法相平衡的迹象。在数据方面，美国发布的主要数据包括个人消费支出报告、耐用品订单和商品贸易平衡。包括美国、欧元区、日本和印度在内的主要经济体的快速PMI也将公布。

Investors will remain focused on developments in the Israel-Iran conflict, particularly the potential for US military involvement, along with updates on global trade negotiations. Attention will also turn to Fed Chair Jerome Powell’s testimony before Congress, as markets look for signs of a hawkish tone balanced by a data-dependent approach. On the data front, key US releases include the PCE report, durable goods orders, and the goods trade balance. Flash PMIs for major economies—including the US, Eurozone, Japan, and India—are also due.

在纽约，道琼斯指数周五上涨463点，涨幅1.10%。涨幅最大的是苹果（1.61%）、卡特彼勒（1.02%）和安进（1.00%）。

In New York, the Dow Jones Index is up by 463 points or 1.10 percent on Friday. Top gainers are Apple (1.61%), Caterpillar (1.02%) and Amgen (1.00%).

美国股市周五走高，此前美联储理事克里斯托弗·沃勒表示，联邦公开市场委员会下周可能降息，而投资者继续评估地缘政治风险。三大股指均坚定地处于绿色，足以抹去本周早些时候的跌幅。沃勒指出，他预计关税不会产生重大的通胀影响，并支持反通胀的证据来支持反对加息的论点，从而支持所有行业的股票。与此同时，特朗普总统表示，打击伊朗的决定将需要长达两周的时间来决定是否打击伊朗，因为仍有谈判的机会。尽管如此，华盛顿仍对德黑兰保持鹰派言论，以色列继续袭击伊朗核设施。随着QXO和家得宝开始竞购该公司，GMS飙升26%。此外，CarMax在公布强劲的公司业绩后飙升了10%。

US stocks were higher on Friday after Federal Reserve Governor Christopher Waller said that the FOMC could cut interest rates next week, while investors continued to assess geopolitical risks. The three main stock indices were firmly in the green, enough to erase losses from earlier in the week. Waller noted that he doesn't expect tariffs to have a significant inflationary effect and favored the evidence of disinflation for the argument against higher rates, supporting equities on all sectors. IN the meantime, President Trump stated that the decision to strike Iran would take up to two weeks to decide whether to strike Iran as there was still chance of a negotiation. Still, Washington maintained its hawkish rhetoric against Tehran and Israel continued to strike Iranian nuclear sites. GMS soared 26% as QXO and Home Depot started the bidding war for the company. Also, CarMax soared 10% after delivering strong corporate results.