欧元/美元 短暂"松口气"后，欧元开启回调 金十数据7月29日讯，欧元兑美元跌至一个月低点。德国商业银行外汇分析师Michael Pfister在一份报告 中指出，欧美贸易协议使欧元区的问题重新浮出水面。最终达成协议令投资者短暂松了一口气，但焦点 很快转向了该协议对欧元区经济意味着什么的现实。欧元可能受到欧盟征收关税的影响，而美元则受到 美国经济衰退风险降低的提振。 ...

Group 1 - European stocks have slightly declined from a four-month high as investors assess the impact of the US-EU trade agreement, with the German DAX index showing a balanced sentiment between bulls and bears [1] - The OPEC+ Joint Ministerial Monitoring Committee has urged member countries to adhere to oil production quotas, with a meeting scheduled for this weekend among eight member countries to discuss future market sentiment [1] Group 2 - The Hong Kong Hang Seng Index shows a bullish sentiment of 69% compared to 31% bearish, while the S&P 500 Index has a bullish sentiment of 64% against 36% bearish [3] - The Nasdaq Index has a near-even sentiment with 49% bullish and 51% bearish, while the Dow Jones Index shows a strong bearish sentiment at 76% [3] - The German DAX40 Index reflects a balanced sentiment with 52% bullish and 48% bearish [3]

Core Points - German Chancellor Merz expressed dissatisfaction with the tariff agreement between the EU and the US, highlighting that the 15% tariff on EU goods will significantly burden Germany's export-oriented economy [1] - Merz acknowledged that the current US tariff rate on EU goods has been reduced from the previously stated 30%, indicating a compromise has been reached [1] - US President Trump announced on July 27 that a new trade agreement has been established, imposing a 15% tariff on EU goods [1] - European Commission President von der Leyen stated that the 15% tariff rate is the best outcome achievable by the European Commission [1] - Key areas such as steel, aluminum, chips, and spirits still have pending tariff agreements [1]

金十数据7月28日讯，法国总理贝鲁周一表示，欧盟委员会主席冯德莱恩和美国总统特朗普周末达成的 贸易框架协议是欧洲"灰暗的一天"。贝鲁在社交媒体平台"X"上写道："这是一个灰暗的日子，一个由自 由人民组成的联盟，聚集在一起，确认他们的共同价值观，捍卫他们的共同利益，却屈服了。" 法国总理：欧美贸易协议象征欧盟的屈服 ...

欧元兑美元下跌，因美元走强抵消了欧盟与美国周末达成贸易协议带来的提振效应。欧元兑美元一度下 跌0.6%至1.1671，为7月21日以来的最低水平。"与过去几个月威胁实施的30%-50%关税税率相比，协议 条件更好，但可能与去年年底讨论的普遍关税税率一样糟糕，"ING策略师Chris Turner在报告中写道。 鉴于市场已"合理做多"欧元，且与美元相比有年化2%的利差成本，Turner认为欧元兑美元突破近期高点 1.1829的可能性不大。周一，美元兑所有G10货币走强。 ...

感谢美国总统特朗普在欧美贸易磋商中做出的突破性贡献。 （特朗普政府）将对铝和钢铁削减关税。 协议是欧盟与美国未来继续合作的基础。 比特币目前涨1.1%，暂报11.9万美元。 欧盟委员会主席冯德莱恩称，与美国的（贸易）协议创造确定性和可预见性。 美方将对大范围的欧盟商品加征15%的关税，其中包括半导体和汽车。 ...

Group 1 - The potential agreement between the US and EU may include exemption clauses for certain EU goods [1]

Core Viewpoint - The French Finance Minister, Bruno Le Maire, stated that Europe and the United States are close to reaching a trade agreement before August 1 [1] Group 1 - The ongoing discussions between Europe and the United States are progressing positively towards a trade deal [1] - The anticipated agreement is expected to enhance economic relations between the two regions [1] - The timeline set for the agreement indicates a sense of urgency and commitment from both parties [1]

Group 1 - The European Commission aims to reach a trade agreement with the United States by August 1, with the possibility of finalizing it in the coming days [1]

Core Points - The European Commission President Ursula von der Leyen stated that the EU is evaluating the latest US trade proposal [1] - The EU is preparing for the possibility of "not reaching a trade agreement with the US" [1]