Group 1 - The USD/CAD exchange rate has fallen below 1.36, indicating a decline of 0.32% for the day [1]

分析师们的估算中未必完全计入了汇率冲击。 Ecofi股票基金经理Karen Georges表示：外汇方面可能会出现意外的负面消息。 ...

Group 1 - The Colombian peso has appreciated to its highest level against the US dollar in nearly a year [1]

哥伦比亚比索兑美元创将近一年来新高。 ...

智通财经7月2日电，哥伦比亚比索兑美元创将近一年来新高。 ...

路透调查：预计匈牙利福林兑欧元6个月后将下跌1.5%至405.5（此前预估为410）。 ...

路透调查：预计罗马尼亚列伊兑欧元6个月后将下跌1.5%至5.15（此前预期为5.14）。 ...

路透调查：预计未来6个月捷克克朗兑欧元汇率将下跌0.6%至24.85（此前预期为24.88）。 ...

Core Viewpoint - A Reuters survey indicates that the Polish zloty is expected to stabilize against the euro at 4.25 in six months, unchanged from previous expectations [1] Summary by Relevant Categories - **Currency Forecast** - The Polish zloty is projected to maintain an exchange rate of 4.25 against the euro in six months, consistent with prior forecasts [1]

Core Viewpoint - The Governor of the Belgian Central Bank, Pierre Wunsch, highlighted the risk of inflation in the Eurozone remaining persistently below the European Central Bank's (ECB) target of 2% due to a bleak economic growth outlook and multiple factors exerting pressure on inflation [1][2]. Group 1: Monetary Policy - Since June of last year, the ECB has cut interest rates by a total of 200 basis points to the current "neutral" rate of 2%, but Wunsch believes this level may be insufficient to address current challenges [1]. - He emphasized the necessity of providing additional policy support if economic recovery continues to be delayed and output remains below potential levels [1]. Group 2: Currency and Inflation Risks - The recent rise of the euro against the dollar to 1.18, the highest level since the end of 2021, has suppressed inflation and posed pressure on economic growth [1]. - Wunsch identified several risk factors contributing to downward pressure on inflation, including cheap imports, low energy prices, lack of tariff retaliation, a strong euro, and slowing wage growth [1]. Group 3: Economic Outlook - The ECB forecasts that inflation will remain below the target for 18 months starting from the third quarter of 2025, with expectations that it will only return to the 2% target level by early 2027 [1]. - Financial markets anticipate that the deposit rate may drop to 1.75% within this year [1]. - Despite these challenges, Wunsch expressed confidence in the resilience of the Eurozone economy and suggested that concerns about excessive rate cuts should not be overstated [1]. Group 4: Fiscal Policy - Wunsch specifically mentioned Germany's large-scale fiscal expansion plan, describing it as having "significant disruptive implications," and believes that countries capable of implementing fiscal stimulus will provide important boosts to the economy [2]. - Recent Eurozone Purchasing Managers' Index (PMI) data also showed some optimistic signs, further supporting his cautiously optimistic outlook on future economic developments [2].