整理：每日全球外汇市场要闻速递（7月4日）

Summary of Key Points Core Viewpoint - The global foreign exchange market is experiencing significant developments, particularly regarding interest rates and currency valuations, which could impact investment strategies and economic forecasts. Group 1: Central Bank Policies - The European Central Bank (ECB) meeting minutes indicate that some members believe current interest rates should be maintained, highlighting concerns about the potential dangers of euro appreciation for exporters [3] - A Reuters survey shows that 19 out of 27 economists expect the Reserve Bank of New Zealand to keep rates at 3.25% on July 9, with 16 out of 22 economists predicting a rate cut to 3.00% in Q3 [3] Group 2: Economic Indicators and Forecasts - U.S. non-farm payroll data exceeded expectations, leading futures traders to abandon bets on a rate cut by the Federal Reserve in July [5] - The labor market in the U.S. remains healthy, with the possibility of prolonged high inflation, according to Federal Reserve official Bostic [5] - The ECB warns that a heatwave could impact inflation and economic growth [5] Group 3: Currency Dynamics - ECB official Demarco stated that the euro is unlikely to replace the dollar as the global reserve currency [5] - The Bank of Japan has revised its salary increase forecast for FY2025 down to 5.25%, maintaining a level above 5% for two consecutive years [5] - The Polish central bank governor mentioned the possibility of a rate cut in September if data permits [5]