消息人士称，英国央行正对银行进行审查，以评估其美元风险。 ...

Core Insights - The Bank of England has requested certain financial institutions to test their resilience against potential dollar shocks, indicating a growing concern over the reliability of the dollar amid changing U.S. economic policies [1][2] - The shift in U.S. government policies under President Trump has led European allies to reassess their dependence on the dollar, raising questions about the availability of dollar liquidity during financial turmoil [2] Group 1 - The Bank of England's Prudential Regulation Authority has asked some banks to evaluate their dollar funding plans and reliance on the dollar, including short-term funding needs [1] - A global bank in the UK was recently required to conduct internal stress tests under extreme scenarios, such as a complete depletion of the dollar swap market [1] - Analysts suggest that given the reliance of UK financial institutions on the dollar, any significant shock could severely impact their ability to meet funding demands [1] Group 2 - Despite the extreme nature of the scenarios, regulatory bodies and banks are no longer complacent about their ability to access dollars [2] - Concerns have been raised among bank executives regarding whether the Federal Reserve would provide support if a mid-sized non-U.S. bank faced a dollar shortage [2] - The Bank of England noted that investors are seeking more protective measures against the risk of a weakening dollar during economic pressures, with the dollar index having dropped 9.15% year-to-date [2]

Core Viewpoint - The Bank of England has requested certain financial institutions to assess their ability to withstand potential dollar shocks, reflecting concerns over the reliability of the dollar as a cornerstone of financial stability due to the Trump administration's policies [1][4]. Group 1: Regulatory Actions - The Bank of England has asked banks to evaluate their dollar financing plans and dependence on the dollar, including short-term liquidity needs [1]. - Some banks have been required to conduct internal stress tests simulating extreme scenarios, such as a complete freeze in the dollar swap market [1][4]. - European regulators have also begun similar assessments, questioning the reliability of the Federal Reserve's support during times of crisis [4]. Group 2: Market Concerns - The dollar's dominant position in the global financial system makes banks particularly vulnerable to liquidity shocks, with no bank able to sustain operations for more than a few days under such conditions [1][4]. - The global market for currency derivatives is substantial, with a nominal value projected to reach $130 trillion by the end of 2024, 90% of which involves the dollar [4]. - Daily new foreign exchange swap contracts amount to nearly $4 trillion, highlighting the scale of dollar dependency [4]. Group 3: Historical Context and Future Implications - The concerns regarding dollar liquidity have resurfaced, echoing previous inquiries by the Bank of England in 2019 about crisis-era dollar supply strategies [5]. - The potential impact of the dollar shock on the upcoming industry stress tests by the Bank of England, scheduled for 2025, remains uncertain [5].

智通财经7月17日电，英国央行要求部分银行评估美元相关风险。 ...

英国央行要求部分银行评估美元相关风险。 ...

金十数据7月17日讯，三位消息人士称，英国央行已要求部分银行测试其对美元潜在冲击的抵御能力， 这是特朗普政府的政策如何侵蚀人们对美国作为金融稳定基石的信任的最新迹象。美国总统特朗普打破 了美国在自由贸易和国防等领域的长期政策，迫使政策制定者考虑，在金融压力时期紧急提供美元是否 仍然可以依赖。一位知情人士表示，继欧洲监管机构提出类似要求后，英国央行已要求一些银行评估其 美元融资计划，以及对美元的依赖程度，包括短期需求。另一位消息人士称，最近几周，一家总部位于 英国的全球性银行被要求在内部进行压力测试，包括美元掉期市场可能完全枯竭的情况。其中一名消息 人士称，鉴于美元在全球金融体系中的主导地位以及银行对美元的依赖，没有一家银行能够承受这样的 冲击超过几天。 英国央行加入欧洲监管机构行列，对美元风险发出警告 ...

Core Viewpoint - The New York Federal Reserve President Williams stated that there is no evidence of a significant shift away from dollar assets by investors, indicating continued strength in the dollar [1] Group 1 - Factors supporting the strength of the dollar remain intact, suggesting a stable outlook for dollar-denominated investments [1] - An increasing number of investors are hedging against dollar risk exposure, reflecting a cautious approach in the current economic environment [1] - There is still a considerable distance to reach the 2% inflation target, indicating ongoing economic challenges that may affect investment strategies [1]

来源：杨易君黄金与金融投资 今年最强贵金属不是金银 黄金美元技术与基本面矛盾 2025年07月13日 威尔鑫投资咨询研究中心 （文） 首席分析师 杨易君 来源：杨易君黄金与金融投资 1 一周市场小结 上周国际现货金价3334.45美元开盘，最高上试3368.57美元，最低下探3282.62美元，报收3355.09美元， 上涨20.09美元，涨幅0.60%，振幅2.58%，周K线呈先抑后扬，震荡上行小阳线。 上周美元指数以96.97点开盘，最高上试97.96点，最低下探96.88点，报收97.85点，上涨870点，涨幅 0.90%，振幅1.12%，周K线呈震荡反弹小阳线。 上周wellxin贵金指数（金银钯铂）以6869.55点开盘，最高上试7062.24点，最低下探6695.16点，报收 7036.32点，上涨169.48点，涨幅2.48%，振幅5.35%，周K线呈先抑后扬，再创历史新高的中阳线。 上周： 现货银价上涨3.97%，振幅6.46%，报收38.38美元； 现货铂金价格上涨0.60%，振幅4.99%，报收1399.35美元； 伦镍下跌0.16%，振幅2.65%，报收15235.00美元； 伦锡下跌0 ...