钼 (Molybdenum) 加自选

天然气、WTI石油、布伦特原油预测——油价下跌3.5%，交易员关注中国关税。交易员担心美中贸易战将损害石油需求。

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives 3.5% As Traders Focus On China Tariffs.Traders worry that U.S. – China trade war will hurt demand for oil.

美元/日元汇率即将大幅下跌。去年夏天，随着套息交易的大幅解除，美元/日元成为股票抛售的来源。

USD/JPY Teeters on Verge of Larger Breakdown.USD/JPY became a source of equity selling last summer as the carry trade unwound aggressively.

美联储的Goolsbee：美联储政策改变的门槛现在相当高。芝加哥联邦储备银行行长奥斯坦·古尔斯比周四第二次登上新闻专线，进一步警告称，持续的贸易紧张局势将继续使美联储更难而不是更容易调整政策利率，无论市场和特朗普政府希望利率降低多少。

Fed's Goolsbee: The bar for Fed policy change is now pretty high.Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee hit newswires for a second time on Thursday, adding extra caution that ongoing trade tensions will continue to make it harder, not easier, for the Fed to adjust policy rates, regardless of how much the markets and the Trump administration may want rates to go down.

美元下跌，关税和美联储担忧加剧看跌情绪。周四，美元指数（DXY）在101附近交易，在未能保持本周早些时候的复苏势头后进一步下跌。此举出台之际，白宫确认的新关税措施使中国进口商品的有效税率达到了惊人的145%。

US Dollar falls as tariffs and Fed concerns fuel bearish mood.The US Dollar Index (DXY) trades near the 101 area in Thursday's session, falling further after failing to hold recovery momentum from earlier in the week. The move comes as new tariff measures confirmed by the White House send the effective rate on Chinese imports to a staggering 145%.