美元资产全球避风港地位

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国际金融市场早知道:7月2日
Xin Hua Cai Jing· 2025-07-02 00:44
Group 1 - The U.S. Senate passed the "Big and Beautiful" tax and spending bill with a vote of 51 to 50, which includes extending tax cuts from Trump's first term, exempting tips and overtime pay from taxes, and providing funding for defense and immigration enforcement [1] - The U.S. government announced the closure of the U.S. International Development Agency, which has been operational for nearly 64 years [2] - The ISM Manufacturing PMI for June rose to 49, indicating continued contraction for four consecutive months, with new orders decreasing for five months [2] Group 2 - The Eurozone's inflation rate for June reached 2.0%, up from 1.9% in May, aligning with the European Central Bank's medium-term target [3] - The European Central Bank's President Lagarde stated that while the inflation target has been met, the task is not complete, and future policy will depend on data [3] - South Korea's exports in June increased by 4.3%, with semiconductor exports rising by 11.6% to a record $14.97 billion [4] Group 3 - The dollar index fell by 0.05%, closing at 96.822, with the euro and pound gaining against the dollar [6] - The onshore Chinese yuan appreciated against the dollar, closing at 7.1618, while the offshore yuan decreased slightly [6]