欧洲央行行长拉加德：汇率反映了我们经济的强劲程度。 ...

智通财经7月1日电，新加坡元兑美元汇率升至1.2700，为2014年10月以来的最高水平。 ...

Summary of Key Points from Conference Call Industry Overview - The current economic situation shows marginal improvement, but external uncertainties persist, with prices remaining low, posing challenges [1][2] - The monetary policy has shifted from aggressive easing to an observation period, focusing on the transmission of institutional liabilities and financing support [2] Core Insights and Arguments - As of the end of June, institutions have significantly increased their positions, leading to a low volatility in bond yields, with a notable stock-bond effect [1][5] - Market expectations for the third quarter and the second half of the year are optimistic, with opportunities in July likely stemming from previous trading strategies [6][7] - The yield curve for government bonds has steepened, indicating a more relaxed liquidity environment, with potential for funding costs to fall below policy rates [7][8] - The main trading theme for the second half of the year will focus on institutional liabilities and yield recovery, which will take time to digest [9] Important but Overlooked Content - The performance of credit bonds has been weaker compared to interest rate bonds, particularly high-grade 3A credit bonds, which have seen significant adjustments [3][11] - The impact of ETF products on the ultra-long credit bond market is significant, improving liquidity and expected to continue expanding due to policy support [16] - The current yield on 10-year government bonds is approximately 1.6%, with a need for time to digest the decline in funding costs [9] - The performance of ultra-long credit strategies in June was strong, but sustainability is in question due to the unstable liability side of public funds [10][14] - The market for perpetual bonds (二勇) performed poorly in June, with a lack of expected gains despite market synchronization [13] Future Outlook - The trading rhythm for July 2025 is challenging to predict, with key dates being early July and the end of July, which may influence market sentiment [8] - The anticipated issuance of bonds in the second half of the year is expected to be lower, alleviating supply pressure [8] - The ultra-long credit strategy is expected to face challenges due to insufficient yield protection and poor volatility resistance, necessitating careful timing in operations [19]

巴西财长Haddad：通胀正在下降，雷亚尔兑美元汇率正在走强。 ...

西班牙6月份调和通胀率从5月份的2.0%升至2.2%，市场此前预期为维持在2.0%。该数据可能加剧市场 猜测，即欧洲央行正接近降息周期的尾声。 欧洲央行副行长路易斯·德金多斯表示，欧洲央行有望实现其设定的2%通胀目标。 新华财经北京6月27日电欧洲交易时段盘初，美元指数元徘徊在三年半以来的最低点附近，市场密切关 注美国货币政策的变化。欧元、英镑汇率守在隔夜触及2021年底以来最高水平的位置附近。此外，即将 到来的关税最后期限，进一步为市场增添了紧张气氛。美联储美联储主席鲍威尔的继任者传闻、市场对 鸽派政策的预期，以及地缘政治局势的缓和，共同构成了当前外汇市场的复杂格局。 美元指数在2025年的表现持续低迷，年初至今已累计下跌10%。26日，美元指数一度跌至自2022年3月 以来的最低点96.99。亚洲市场交易时段，美元指数整个6月预计下跌2%，大概率连续第六个月录得月 线下跌。 日元和瑞郎也对美元展现出不同程度的强势。特别是瑞郎兑美元汇率接近十年来的最强水平，显示了投 资者对于避险货币的需求增加以及美元整体弱势的局面。 欧元 法国和西班牙6月份通胀数据超出预期后，欧元兑美元扩大涨幅。欧元兑美元盘中高点触及1. ...

欧元兑日元涨0.63%，英镑兑日元涨0.60%。 周三（6月25日）纽约尾盘，美元兑日元涨0.25%，报145.28日元。 ...

周三（6月25日），韩元兑美元最终跌0.21%，报1361.00韩元。 ...

印度卢比兑美元 汇率上升1%，至1美元兑85.9238卢比。 ...

印度卢比兑美元汇率升破86，涨幅达0.9%，因油价下跌。 美元/印度卢比 ...

智通财经6月23日电，美元兑以色列新谢克尔汇率跌至2023年2月以来最低水平，最新报3.4534。 ...