Trump is set to host 11th-hour talks on Monday with congressional leaders ...

25 September final Q2 GDP was positively surprising, one of the largest upward revisions to a final figure in recent years, and showing the strongest growth in nearly two years. This article summarises recent events affecting the dollar, primarily GDP, then looks briefly at the charts of EURUSD and GBPUSD. The upward revision to last quarter’s GDP seems to be particularly positive because it comes after a quarter of contraction and because the latest revision comes primarily from consumer spending: With ...

The dollar index (DXY00) on Tuesday fell by -0.08%.  The dollar gave up modest gains on Tuesday and turned lower as T-note yields fell following dovish comments from Fed Governor Michelle Bowman, who stated that policymakers are in danger of falling behind the curve and need to act decisively to lower interest rates as the labor market weakens.  Tuesday's weaker-than-expected reports on the September S&P manufacturing PMI and the September Richmond Fed manufacturing sentiment survey also weighed on the dol ...

Sign in to access your portfolio Sign in ...

The dollar index (DXY00) today is up by +0.57%.  The dollar is climbing today on positive carryover from Wednesday when Fed Chair Powell said higher goods prices are feeding through to inflation and that the FOMC expects inflation to continue to build into next year, which may limit how much more the Fed can cut interest rates.  The dollar added to its gains today after T-note yields rose when US weekly jobless claims fell more than expected, and the Sep Philadelphia Fed business outlook survey rose more t ...

What matters in U.S. and global markets today ...

Appeals court Trump from removing Federal Reserve governor Lisa Cook ...

市场整体表现 - 周一股票市场大幅下跌 受关税担忧 美元下跌和收益率上升影响[1] - 家装零售 消费品零售和时尚行业出现显著下跌[1] 行业与公司表现 - 家得宝股价下跌3.6% 劳氏公司下跌2.8%[1] - Boot Barn Holdings下跌2.6% Deckers Outdoor收盘下跌2%[1] 关税影响分析 - 20%或更高关税仍然有效 尚未达成任何贸易协议[2] - 若关税持续可能迫使公司提高价格或压缩利润率 如Deckers Outdoor[3] - 全面10%关税加上特定国家附加关税使美国进口商品成本较数月前至少增加20%[5] 经济潜在影响 - 价格上升可能导致消费者减少商品和服务支出 可能引发经济衰退[4] - 高价跑鞋和大型家装项目可能成为首批被削减的消费项目[4] 货币与债券市场 - 美元指数周一下跌1.1% 较2025年初峰值下跌超过10%[5] - 10年期国债收益率月内上升16个基点至4.41% 周一单日上涨9个基点[6] - 欧洲利率在过去一个月全面下降 与美国走势相反[6] 市场情绪与结构变化 - 全球情绪转变可能具有结构性 美元下跌和收益率上升表明这一趋势[8] - 美国政府收益率上升可能导致投资者要求股票提供更高收益 进而压降股价[8] - 市场正在抛售不确定性 消费者自由支出意愿可能降低[7]