AC资本市场：美元指数暴跌，Trump Trade开始发力

Daniel Thompson

周二凌晨，美国主要股指与债券收益率一起上涨，“特朗普交易（Trump Trade）”在周六遇刺未遂事件后再次回归。

目前有许多值得交易者思考的问题，包括第二个特朗普任期的可能性、华尔街巨头高盛和贝莱德的收益以及美联储主席杰罗姆·鲍威尔的公开讲话。在鲍威尔暗示降息即将到来但未说明具体时间后，股指回吐了少量涨幅。

道琼斯工业平均指数上涨0.5%，收于创纪录的40211.72点，这是自5月以来的首次。标准普尔500指数上涨0.3%，纳斯达克综合指数上涨0.4%。

SPX500 H4

博彩机构PredictIt的数据显示，市场对特朗普在11月总统大选中获胜的押注出现了明显增加。这让“特朗普交易” 重新成为投资者的焦点。但是，如果特朗普胜选，那么他所承诺的关税和减税政策，可能会再次推高通胀。

长期债券收益率随之上升，基准10年期美国国债收益率从周五的4.187%升至4.231%。与此同时，特朗普媒体与科技公司的股票上涨了31%，比特币飙升至超过63,000美元，后者则是因为特朗普将自己定位成支持加密货币的候选人，并计划本月在一次加密货币会议上发表演讲。

DXY H4

市场方面，美元指数（DXY）大幅暴跌至103.729支撑位，随后多次试图反弹至104关口，但是截止发稿时，均为成功。

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