BrokenDAO

The U.S. dollar remains under pressure despite strong nonfarm payroll data, a paradox that has sparked market reflection. According to Golden Ten, although the U.S. labor market has demonstrated resilience, suggesting the Federal Reserve may maintain its current policy stance, the dollar has still failed to strengthen. Corpay strategist Carl Shamotas points out that this reflects deeply entrenched bearish sentiment on the dollar, with robust U.S. fundamentals struggling to reverse investors' pessimistic expectations. From a historical perspective, the current decline in the dollar remains with

債券投資者看好委內瑞拉政局變化，或迎估值修復機遇
北歐資產管理公司Coeli旗下固定收益投資組合自去年下半年起，持續加倉委內瑞拉債券。該基金的投資策略背後，反映出債券市場對政局變化的樂觀預期。
基金經理馬切伊·沃茲尼察管理的投資規模約48億美元，他認為當前的政治形勢對債券持有者釋放了積極信號。從投資角度看，這類市場參與者正押注政局穩定將帶動債券定價逐步回歸理性水平。長期被低估的委內瑞拉債務工具，有望在預期改善的驅動下實現估值修復，為敢於趁低布局的投資者創造收益機會。

Waller recently stated that there remains considerable uncertainty about whether the Federal Reserve will initiate rate cuts in March. The Fed governor emphasized that the key will be to observe how the February employment data performs next — economic data will directly influence the Federal Reserve's policy direction, with labor market conditions being of paramount importance. According to Golden Ten data reporting, the probability of rate cuts occurring or not is essentially equal, making it difficult to determine in advance. Waller's remarks reflect that the Federal Reserve is currently ad