尽管美国通胀放缓，美元仍持续走强外汇每日快照

关键论点

• 美国通胀数据疲软及美联储鸽派言论未能削弱美元的上涨动能。
• 美国中期选举前下月连续加息的可能性继续下降。
• 日本央行意见摘要促使市场将10月加息预期从约10个基点下调至约5个基点。
• 原油运输恢复至冲突前水平的98%，但柴油和汽油运输仍维持在约58%。

对应原文证据

1. 1 1st October 2026 USD continues to strengthen despite softer US inflation 1 st October 2026 USD: US inflation & lower energy prices fail to dampen upward momentum The US dollar has continued to strengthen overnight resulting in the dollar index moving closer to the year-to-date high from June at 101.80. · October 2026
2. The US dollar’s upward momentum has continued even after recent Fed rhetoric and softer US inflation data should help to dampen expectations for more aggressive Fed hikes.
3. The report revealed that the core PCE deflator increased by 0.2%M/M in August, and there were bigger than expected downward revisions to prior months.