全球央行储备多元化：人民币以25%净比例领先，欧元、英镑和日元受青睐

Group 1: Central Bank Trends - A net 6% of surveyed central banks plan to increase their euro holdings, while the renminbi leads with a net 25% [1] - The trend indicates a diversification away from reliance on a single reserve currency, suggesting a shift towards a more diversified global financial system [1] Group 2: U.S. Employment Market - Recent data shows cracks in the U.S. labor market, prompting calls for the Federal Reserve to adopt a proactive strategy to address potential economic slowdown [2] - The ADP report for June revealed a reduction of 33,000 private sector jobs, marking the first instance of job cuts since 2021, which surprised Wall Street and raised concerns about future economic direction [2] Group 3: Eurozone Economic Activity - The eurozone's June business activity expanded more than expected, with the HCOB composite PMI rising from 50.2 in May to 50.6, the highest level in three months [3] - Ireland led the expansion for the fourth consecutive month, while France remained the only major economy in continuous contraction for ten months [3] Group 4: U.K. Economic Concerns - The U.K. bond market experienced its largest sell-off since October 2022, raising doubts about the new Labour government's fiscal commitments [6] - The annual wage growth rate for U.K. businesses was reported at 4.6% for the three months ending in June, a slight decrease from the previous period [6] - The services PMI for June rose to 52.8, indicating the fastest growth in nearly a year, while price increases were at their slowest in four years [6] Group 5: Japanese Yen and Monetary Policy - The recent U.S.-Vietnam tariff agreement has eased trade tension concerns, reducing the yen's safe-haven demand [8] - The Bank of Japan's committee member indicated that the current rate hike cycle is merely on pause, with potential for future tightening [9] - Market expectations suggest that the Bank of Japan may raise rates again within the year, which could limit further depreciation of the yen [9]