Global Asset Market Performance - On July 8, 2025, the 10 - year Treasury yields of major economies were as follows: the US was 4.401, the UK was 4.632, etc. The latest changes, weekly changes, monthly changes, and annual changes varied among different countries [3]. - The 2 - year Treasury yields of major economies on July 8, 2025, showed different values for the US, UK, etc., with corresponding changes over different time periods [3]. - The exchange rates of the US dollar against major emerging - economy currencies on July 8, 2025, had different values for South Africa, Brazil, etc., and also had different changes over different time periods [3]. - The on - shore and off - shore RMB exchange rates and their corresponding changes on July 8, 2025, were presented, including latest, weekly, monthly, and annual changes [3]. - Major economies' stock indices on July 8, 2025, had different closing prices for the Dow Jones, S&P 500, etc., and different changes over different time periods [3]. - Emerging - economy stock indices on July 8, 2025, had different closing prices for Malaysia, Australia, etc., and different changes over different time periods [3]. - Credit bond indices on July 8, 2025, had different values for emerging - economy investment - grade, high - yield, etc., and different changes over different time periods [3][4]. Stock Index Futures Trading Data - On July 8, 2025, the closing prices, price changes, valuations, risk premiums, fund flows, trading volumes, and basis spreads of A - shares, CSI 300, etc., were presented [5]. Treasury Futures Trading Data - On July 8, 2025, the closing prices and price changes of Treasury futures T00, TF00, etc., were presented, along with the money market's capital interest rates and daily changes [6].

Core Points - The central theme of the article is the fluctuation of the Renminbi (RMB) exchange rates against various currencies as of July 9, 2025, indicating a mixed trend with some currencies appreciating against the RMB while others depreciate [1] Exchange Rate Summary - USD/RMB is reported at 7.1541, showing an increase (RMB depreciation) of 7 points [1] - EUR/RMB is reported at 8.3966, showing a decrease of 144 points [1] - HKD/RMB is reported at 0.91136, showing an increase of 0.8 points [1] - GBP/RMB is reported at 9.7327, showing a decrease of 327 points [1] - AUD/RMB is reported at 4.6775, showing an increase of 138 points [1] - CAD/RMB is reported at 5.2418, showing a decrease of 44 points [1] - 100 JPY/RMB is reported at 4.8826, showing a decrease of 288 points [1] - RMB/RUB is reported at 10.9324, showing a decrease of 330 points [1] - NZD/RMB is reported at 4.2977, showing a decrease of 114 points [1] - RMB/MYR is reported at 0.5923, showing an increase of 6.7 points [1] - CHF/RMB is reported at 8.9968, showing an increase of 44 points [1] - SGD/RMB is reported at 5.5958, showing a decrease of 71 points [1]

Group 1 - The core point of the article is that President Trump signed an executive order to extend the tariff delay until August 1, alleviating tensions in global financial markets [1] - Following the announcement, Asian stock markets showed a significant rebound, with the Hang Seng Tech Index increasing by 1%, and the South Korean KOSPI rising over 1.5% before settling around 0.8% [1] - The Nikkei 225 index initially rose by 0.5% but later experienced a slight pullback, while major indices in Thailand and Vietnam also saw gains [1] Group 2 - In the foreign exchange market, the euro and pound rebounded, leading to a weaker dollar, although the yen fell to a two-week low against the dollar [1][6] - The euro appreciated by 0.3% to 1.1742, and the pound rose by 0.24% to 1.3631, while the dollar index declined by approximately 0.2% [6] - The Japanese yen and South Korean won both experienced fluctuations, with the yen continuing to face pressure, dropping to 146.44 against the dollar [9] Group 3 - Trump's announcement included a warning of potential tariffs on imports from Kazakhstan, Malaysia, South Africa, Laos, and Myanmar, with rates ranging from 25% to 40% [15] - The market interpreted Trump's actions as a negotiation strategy rather than a definitive stance on tariffs, with analysts suggesting that investors are overlooking the latest tariff announcements [15] - The August 1 deadline for tariff negotiations is confirmed but not absolute, as Trump indicated openness to alternative proposals from other countries [15]

Core Viewpoint - The announcement of tariffs is seen as a negative signal for emerging market arbitrage trades, particularly affecting currencies in Colombia, Brazil, and Chile, which have all depreciated by over 1.2% [1] Group 1 - Mark McCormick, the head of foreign exchange strategy at TD Securities, indicates that the tariff announcement is not favorable for overbought emerging market arbitrage trades [1] - Currencies in Colombia, Brazil, and Chile have experienced a decline of more than 1.2% following the tariff news [1] Group 2 - Brad Bechtel, global head of foreign exchange at Jefferies, suggests that the current situation remains uncertain and that Trump's letters may be aimed at facilitating a new round of negotiations [1] - Bechtel anticipates further announcements related to tariffs in the coming weeks [1]

Group 1 - The US Dollar Index (DXY) has increased by 10 points, currently standing at 97.37 [1] - The GBP/USD exchange rate has declined by over 20 points, currently at 1.3620 [1]

Core Viewpoint - The global foreign exchange market has experienced a significant reshuffling, driven by a notable recovery in market risk appetite, as the US dollar continues its weak performance in 2025, with a cumulative decline of approximately 10% in the first half of the year, marking the worst performance since 1973 [1][2]. Group 1: US Dollar Performance - The US dollar index closed at 97.04 on July 4, 2025, with a decline of 0.08%, remaining at near historical lows [1]. - The labor market showed resilience with 147,000 new non-farm jobs added in June, surpassing the market expectation of 110,000, and the unemployment rate fell from 4.2% to 4.1% [1]. - Goldman Sachs now anticipates the Federal Reserve will lower interest rates in September, earlier than the previously expected December, adding pressure on the dollar [1]. Group 2: Performance of Non-USD Currencies - The euro traded around 1.17 against the dollar, closing at 1.1766 with a gain of 0.11%, supported by rising inflation in the Eurozone reaching the European Central Bank's target of 2% [2]. - The Chinese yuan showed relative stability, with the midpoint rate fluctuating within a reasonable range, reflecting the People's Bank of China's efforts to maintain adequate liquidity [2]. - The British pound remained relatively high despite some fluctuations, indicating cautious optimism regarding the UK economy [2]. Group 3: Geopolitical and Market Sentiment Changes - A significant easing of geopolitical tensions, particularly a ceasefire agreement between Israel and Iran, has reduced market risk aversion, impacting demand for traditional safe-haven currencies like the dollar and yen [2]. - The Japanese yen's performance is mixed, facing pressure from reduced safe-haven demand while also being supported by expectations of potential adjustments to the Bank of Japan's ultra-loose monetary policy [3]. - The return of a "risk-on" mode has led to a general rise in stock markets and positively influenced the foreign exchange market, with commodity currencies like the Australian and Canadian dollars showing notable performance [3].

Core Viewpoint - The USD/JPY exchange rate experienced a significant increase, rising by 0.93% to 144.99 JPY following the release of the U.S. non-farm payroll report, breaking out of a narrow trading range earlier in the day [1] Summary by Relevant Sections - **Exchange Rate Movement** - The USD/JPY rose to 144.99 JPY, with a daily trading range of 143.45 to 145.23 JPY [1] - The currency pair surged from around 143.80 JPY to above 145 JPY after the employment report was released [1]

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Summary of Key Points Core Viewpoint - The interbank foreign exchange market shows fluctuations in the RMB exchange rates against various currencies, indicating a mixed trend in currency valuation as of July 3, 2025 [1]. Currency Exchange Rate Changes - The USD/RMB rate is reported at 7.1523, reflecting a depreciation of the USD by 23 points, indicating an appreciation of the RMB [1] - The EUR/RMB rate is at 8.4463, showing an increase of 12 points [1] - The HKD/RMB rate is at 0.91114, down by 3.2 points [1] - The GBP/RMB rate is at 9.7696, down by 664 points, indicating a significant depreciation of the GBP against the RMB [1] - The AUD/RMB rate is at 4.7119, up by 22 points [1] - The CAD/RMB rate is at 5.2684, up by 234 points, suggesting a strong performance of the CAD [1] - The JPY/RMB rate is at 4.9861, down by 44 points [1] - The RMB/RUB rate is at 11.0230, up by 647 points, indicating a strong appreciation of the RMB against the RUB [1] - The NZD/RMB rate is at 4.3591, down by 83 points [1] - The RMB/MYR rate is at 0.59029, up by 37.7 points [1] - The CHF/RMB rate is at 9.0408, down by 86 points [1] - The SGD/RMB rate is at 5.6229, down by 1 point [1]

Currency Market Overview - The Euro to Dollar (EUR/USD) exchange rate halted its upward trend that began on June 18, fluctuating around 1.1800 during European trading on Wednesday [1] - The British Pound to Dollar (GBP/USD) has risen for the fourth consecutive trading day, trading above 1.3700 on Thursday [1] - The Dollar to Yen (USD/JPY) maintained its overnight rebound, fluctuating around 143.50 [1] - The Australian Dollar to Dollar (AUD/USD) remained in a range below the year-to-date high of 0.6590 reached on Tuesday [1] - The New Zealand Dollar to Dollar (NZD/USD) showed positive momentum near 0.6050 [1] - The Dollar to Canadian Dollar (USD/CAD) fluctuated in a narrow range around 1.3650 [1] Key Economic Indicators - The market is awaiting the release of the U.S. ADP employment figures for June at 20:15 [1] Federal Reserve Insights - Federal Reserve Chair Jerome Powell stated that it is too early to assert whether a rate cut in July is premature, indicating flexibility in decision-making [2][4] - U.S. Treasury Secretary Janet Yellen expressed confidence that the Federal Reserve will cut rates before autumn, with a guarantee of a cut by September at the latest [5] International Central Bank Commentary - Bank of Japan Governor Kazuo Ueda noted that current interest rates are below neutral levels, with any rate hike dependent on three inflation dynamics [7] - European Central Bank President Christine Lagarde mentioned that while the mission is not complete, the goals have been achieved, emphasizing vigilance regarding inflation [8] - Bank of England Governor Andrew Bailey indicated that the direction of interest rates remains downward, with significant uncertainty regarding terminal rate levels [9] Technical Analysis - The EUR/USD is showing short-term overbought conditions with immediate support at 1.1800 and further support at 1.1740 and 1.1700-1.1690 [16] - The AUD/USD maintains a bullish outlook, with potential resistance at 0.6583 and further at 0.6650, while initial support is at 0.6529 [17] - The GBP/USD has shown a slight decline below the 20-period simple moving average, with next support at 1.3650 [17]