
美元走强至一年多来的最高水平,因为美国通胀数据偏热,促使交易员加大押注美联储将加息的力度。
The dollar strengthened to the highest level in over a year as hot US inflation reading pushed traders to add to bets that the Federal Reserve will raise interest rates.
彭博美元即期指数周三飙升,突破了其11月的高点。该指数最高涨幅达0.4%,升至自2025年5月以来的最高水平。美国劳工统计局数据显示,受燃油成本上升影响,美国消费者物价以五个月来的最快速度上涨。
The Bloomberg Dollar Spot Index surged Wednesday past its November high. The gauge rose as much as 0.4% to the highest level since May 2025. US consumer prices advanced at the fastest pace in five months on rising fuel costs, according to Bureau of Labor Statistics data.
“高于预期的CPI为美元今晨提供了提振,因为交易员已将美联储进一步收紧的预期计入价格,”Monex公司外汇交易员安德鲁·哈兹莱特说。
“Hotter than expected CPI has given a boost to the Dollar this morning as traders price in further tightening from the Fed,” said Andrew Hazlett, a foreign-exchange trader at Monex Inc.
美元在截至10月9日的四周期间上涨近3%,创下自2025年初以来最长的连胜纪录。自上月美联储三年来首次加息以来,交易员的利率预测推动了此次上涨。此后央行官员发表了鹰派言论。市场目前已将美国超过90个基点的加息预期计入价格。
The dollar has surged nearly 3% for the four-week period ending Oct. 9 to post its longest winning streak since early 2025. The rally has been fueled by traders’ rate predictions since the Fed raised rates for the first time in three years last month. That move has been followed by hawkish remarks from central bank officials. The market is now pricing in more than 90 basis points of rate increases in the US.

由于伊朗持续战争导致油价高企,以及对法国财政和政治风险的担忧加剧,提升了对避险货币的需求。战争也推高了全球收益率。虽然其他主要国家的央行决策者也在准备加息以抑制物价上涨,但并非所有经济体都能在截至9月的期间承受与美国相同幅度的加息。
Elevated oil prices due to the ongoing war in Iran and heightened concern over fiscal and political risks in France have boosted demand for the haven currency. The war has also been lifting global yields. While central bank policymakers in other major countries are also gearing to raise borrowing costs to stem price growth, not all economies can handle the same amount of rate hikes as the US through September.
利率差距的扩大有利于美元,华尔街众多策略师正在重新审视对美元的前景。商品期货交易委员会数据显示,投机交易员在截至10月6日的这一周加强了对美元的看涨立场,持有超过350亿美元的美元上涨相关头寸。
A widening interest-rate gap is favoring the dollar, with many strategists on Wall Street rethinking their outlook for the US currency. Speculative traders boosted their bullish stance on the dollar in the week through Oct. 6, holding more than $35 billion in wagers tied to the dollar rising, Commodity Futures Trading Commission data show.
