英镑/美元 (GBPUSD) 加自选

美元指数升至104.3点以上，达到3月4日以来的最高水平，因为投资者评估了最新的PMI数据，并在4月2日互惠关税的最后期限之前等待特朗普总统贸易政策的进一步明确。最新调查显示，3月份美国商业活动有所回升，服务业的显著反弹抵消了制造业产出的再次下降。然而，由于对需求、关税和新政府更广泛的政策变化的担忧，未来一年的商业预期降至2022年10月以来的第二低水平。与此同时，特朗普周五表示，关税计划可能会有“灵活性”，周末的报道表明，这些措施的范围可能会缩小，可能会豁免某些行业。在货币政策方面，美联储重申，尽管今年晚些时候发出了两次降息的信号，但并不急于进一步降息。

The US dollar index rose above the 104.3 mark, reaching its highest level since March 4, as investors assessed the latest PMI data and awaited further clarity on President Trump’s trade policies ahead of the April 2 deadline for his reciprocal tariffs. The latest survey revealed that US business activity picked up in March, with a significant rebound in the service sector offsetting a renewed decline in manufacturing output. However, business expectations for the year ahead fell to their second-lowest level since October 2022, driven by concerns over demand, tariffs, and broader policy changes from the new administration. Meanwhile, Trump suggested Friday that there could be “flexibility” in the tariff plan, with weekend reports indicating the measures might be narrower in scope, potentially exempting certain industries. On the monetary policy front, the US Fed reiterated that it is in no rush to further cut interest rates, despite signaling two rate reductions later this year.