白宫经济顾问委员会主席Miran：关税的不确定性正在消失。 ...

白宫经济顾问委员会主席Miran：5-6月的就业数据修正；7月份的数据还不错。 ...

Core Viewpoint - The Australian dollar has experienced a daily increase of 1.00% against the US dollar, currently trading at 0.6489 [1] Group 1 - The Australian dollar's rise indicates a strengthening of the currency in the foreign exchange market [1] - The specific increase of 1.00% reflects positive market sentiment or economic factors influencing the Australian dollar [1] - The current exchange rate of 0.6489 suggests a notable position for the Australian dollar against the US dollar [1]

Group 1 - The core point of the article is that New York gold futures have risen above $3,400 per ounce, with a daily increase of 1.53% [1]

乌克兰7月份天然气进口量接近两年来的最高水平。 ...

Core Viewpoint - The State Administration of Foreign Exchange (SAFE) emphasizes the need to enhance regulatory capabilities and levels under open conditions, focusing on combating illegal cross-border financial activities [1] Group 1: Regulatory Enhancements - The meeting highlighted the importance of strengthening the legal framework for foreign exchange management [1] - There is a push to improve real-time and post-event supervision, utilizing technology to enhance regulatory efficiency [1] - The construction of a "smart foreign exchange management" system is being explored to deepen the "digital foreign exchange management" and "secure foreign exchange management" initiatives [1] Group 2: Financial Security and Management - SAFE aims to improve the management of foreign exchange reserves, ensuring the safety, liquidity, and value preservation of these assets [1] - The agency is advancing the construction of an international balance of payments statistical system and is developing an implementation plan for the "International Balance of Payments and International Investment Position Manual (Seventh Edition)" [1] Group 3: Policy Evaluation and Cross-Border Services - There is a focus on enhancing the evaluation and tracking of policies before and after their implementation [1] - The initiative aims to continuously enrich the application scenarios of cross-border financial service platforms [1]

Core Insights - The unemployment rate has increased to 4.2%, which is still considered low compared to historical averages [1] - The average unemployment rate over the past decade is 4.6%, including the years affected by the pandemic [1] - Analysts suggest that the current employment data may provide justification for dissenting votes from Fed officials Waller and Bowman, indicating signs of a weakening job market [1]

Core Viewpoint - The yield on U.S. 2-5 year Treasury bonds has decreased by at least 15 basis points during the day [1] Group 1 - The decline in Treasury yields indicates a shift in investor sentiment, potentially reflecting concerns over economic conditions [1] - A drop in yields typically suggests increased demand for safer assets, as investors may be seeking refuge from market volatility [1] - The movement in yields can influence borrowing costs and overall economic activity, impacting various sectors [1]

Core Viewpoint - The State Administration of Foreign Exchange (SAFE) emphasizes the need to prevent and mitigate external shock risks while enhancing macro-prudential management of cross-border capital flows and guiding expectations [1] Group 1: External Risk Management - The focus is on strengthening monitoring and analysis of foreign exchange conditions to safeguard against external shocks [1] - There will be timely implementation of counter-cyclical adjustments to maintain stability in the foreign exchange market and ensure national economic and financial security [1] Group 2: Reform and Support for Trade - SAFE plans to deepen reforms and open up the foreign exchange sector to support stable development of foreign trade [1] - A comprehensive policy package will be implemented to optimize foreign exchange fund settlement for new foreign trade entities and facilitate centralized management of overseas funds for contracting enterprises [1]

智通财经8月1日电，现货白银向上触及37美元/盎司，日内上涨1.01%。 ...