#美元有望创两周最佳单日表现 US dollars sees a strong rebound. The Bloomberg Dollar Index is poised to log its biggest single-day gain in two weeks. The DXY briefly climbed to 99.93 and is aiming for the 100 psychological level. The immediate momentum comes from three areas: (1) U.S. Treasury yields have moved higher; oil prices rebounded from a three-week low, reigniting expectations of Fed rate hikes; (2) renewed tensions in the Middle East have increased geopolitical risk—WTI rose 2.75% to $77.29 per barrel, pulling safe-haven flows back into the U.S. dollar; and (3) ahead of Friday’s Nonfarm Payrolls release, traders are stepping up hedging of dollar volatility risk—initial jobless claims rose only slightly, while layoffs fell to a two-year low, further strengthening USD resilience.
On the target side: go long the U.S. Dollar Index ETF—Invesco UUP—up 0.36% on the day 📈. With a strong dollar and a synchronized surge in AI-related capital expenditure, global funds have flowed into U.S. tech giants; NVDA is benefiting from structural USD demand 📈. By contrast, overseas-dependent sectors such as airlines are under pressure—UAL, for example, faces double compression from both oil prices and FX rates 📉.
Short term: bullish 📈. With yields and safe-haven demand both providing support, if the DXY holds above 100, it will open the path to the 100.32 range.
Long term: bearish 📉. Standard Chartered expects the Fed to keep interest rates unchanged this year, and the dollar versus eight out of the G10 currencies still appears undervalued. If Nonfarm Payrolls come in below expectations and rate-hike expectations are unwound, the dollar could pull back. Given the current strength, it may be better to view it as a rebound rather than a trend reversal.
$NVDA
$QQQ
On the target side: go long the U.S. Dollar Index ETF—Invesco UUP—up 0.36% on the day 📈. With a strong dollar and a synchronized surge in AI-related capital expenditure, global funds have flowed into U.S. tech giants; NVDA is benefiting from structural USD demand 📈. By contrast, overseas-dependent sectors such as airlines are under pressure—UAL, for example, faces double compression from both oil prices and FX rates 📉.
Short term: bullish 📈. With yields and safe-haven demand both providing support, if the DXY holds above 100, it will open the path to the 100.32 range.
Long term: bearish 📉. Standard Chartered expects the Fed to keep interest rates unchanged this year, and the dollar versus eight out of the G10 currencies still appears undervalued. If Nonfarm Payrolls come in below expectations and rate-hike expectations are unwound, the dollar could pull back. Given the current strength, it may be better to view it as a rebound rather than a trend reversal.
$NVDA
$QQQ