瑞典克朗兑美元涨0.18%，挪威克朗兑美元涨0.42%。丹麦克朗兑美元涨0.15%，波兰兹罗提兑美元涨 0.31%。 周二（7月8日）纽约尾盘，美元兑日元涨0.34%，报146.55日元，日内交投区间为145.83-146.98日元。 欧元兑美元涨0.16%，英镑兑美元跌0.08%，美元兑瑞郎跌0.32%。 商品货币对中，澳元兑美元涨0.60%，纽元兑美元涨0.07%，美元兑加元跌0.14%。 ...

商品货币对中，澳元兑美元涨0.04%，纽元兑美元跌0.18%，美元兑加元跌0.40%。 瑞典克朗兑美元跌0.42%，挪威克朗兑美元涨0.06%。丹麦克朗兑美元跌0.08%，波兰兹罗提兑美元跌 0.41%、兹罗提兑欧元跌0.34%。 周三（7月2日）纽约尾盘，美元兑日元涨0.17%，报143.66日元，全天呈现出M形冲高回落走势，北京 时间20:15发布美国ADP就业数据（小非农）时从144.20一线急剧跳水至接近143.40的水平。 欧元兑日元涨0.08%，英镑兑日元跌0.64%——19:52开始急剧跳水（从197.500一线迅速跌至196.000附 近）。 欧元兑美元跌0.08%全天V形走势，英镑兑美元跌0.81%，英镑兑欧元跌0.74%，美元兑瑞郎涨0.09%。 ...

Core Viewpoint - The article discusses the fluctuations in currency exchange rates, particularly focusing on the performance of the US dollar against various currencies, highlighting a decline against the Japanese yen and mixed movements against European currencies [1]. Currency Performance Summary - The US dollar depreciated by 0.56% against the Japanese yen, closing at 144.42 yen, with a trading range of 145.27 to 143.75 yen during the day [1]. - The euro fell by 0.20% against the yen, while the British pound decreased by 0.09% against the yen [1]. - Conversely, the euro appreciated by 0.38% against the US dollar, and the British pound rose by 0.46% against the US dollar [1]. - The US dollar strengthened against the Swiss franc by 0.55% [1]. - Among commodity currencies, the Australian dollar increased by 0.51% against the US dollar, and the New Zealand dollar rose by 0.34% against the US dollar, while the US dollar fell by 0.62% against the Canadian dollar [1]. - The Swedish krona declined by 0.19% against the US dollar, while the Norwegian krona appreciated by 0.52% [1]. - The Danish krone increased by 0.35% against the US dollar, and the Polish zloty rose by 0.59% against the US dollar [1].

另一方面，欧元的上行也并非无忧。欧委会预算扩张需要成员国议会背书，若在赤字上限与支出结构上 出现扯皮，乐观预期极易逆转；英镑同样要面对通胀黏性与英央行紧缩周期后的增长压力。更值得警惕 的是，若油价在OPEC+潜在增产与供需数据反复中重拾升势，通胀意外复燃将迫使美联储重新审视宽 松窗口，届时美元或借势反扑。 但同一张美元报价单上，日元却独自走弱。原因并不复杂：日本央行纪要显示多名委员仍担心关税效应 冲击出口与企业信心，倾向先观望而非急于再度加息。加之日本资金年度末的海外投资需求旺盛，短线 推高了美元融资买盘，令美元兑日元重返145关口。这种货币政策步调错位，让"卖美买欧"与"买美卖 日"同步上演，推动美元表现出极罕见的剪刀差结构。 在瑞郎创十年半新高、瑞典克朗与澳元跟随风险资产小幅走强的同时，市场对全球息差格局正进行新一 轮定价。美联储内部分歧浮出水面，两位鸽派官员提及就业放缓为降息敞开大门，而鲍威尔仍坚持"通 胀自夏季后可能抬头"的提法。多空拉锯让美元多头的筹码显得摇摆，任何数据意外都可能触发仓位急 剧调整。下周PCE物价和ISM制造业指数将成为首批"压力测试"，倘若双双转弱，美元或继续朝103指数 关口逼近 ...

瑞典央行会议纪要：瑞典央行行长特登表示，瑞典央行的评估认为瑞典克朗仍然被低估，未来将会进一 步升值。 ...

"本周末的美国空袭是促使对冲基金和CTA纷纷退出看跌美元仓位的另一个原因，"他说道。"我们认 为，今年夏天最大的痛苦交易之一可能是美元的缓慢上涨——因为做空美元的理由已被抛在一边。" 欧元、英镑和瑞典克朗的押注"尤其容易受到大量动量多头平仓的影响。" Vanda Research策略师Viraj Patel表示，美国对伊朗的空袭是投资者退出大量看跌美元仓位的另一个原 因。 Patel表示，他继续做多欧元/瑞典克朗，以"对冲全球风险情绪恶化和'卖出美国'情绪消退的影响"；目标 价位为11.40。 ...

Core Viewpoint - The article discusses the fluctuations in currency exchange rates, particularly focusing on the performance of the US dollar against the Japanese yen and other currencies on June 19th. Currency Performance Summary - The US dollar rose by 0.23% against the Japanese yen, reaching 145.48 yen, with a trading range of 144.74 to 145.77 yen during the day [1] - The euro increased by 0.39% against the Japanese yen, while the British pound rose by 0.26% against the same currency [1] - The euro appreciated by 0.12% against the US dollar, and the British pound also gained 0.26% against the US dollar [1] - The US dollar experienced a decline of 0.19% against the Swiss franc [1] - Among commodity currencies, the Australian dollar fell by 0.48% against the US dollar, and the New Zealand dollar decreased by 0.81% against the US dollar, while the US dollar rose by 0.11% against the Canadian dollar [1] - The Swedish krona increased by 0.12% against the US dollar, while the Norwegian krone fell by 0.60% [1] - The Danish krone and the Polish zloty both rose by 0.12% against the US dollar [1]

欧元兑日元跌0.09%，英镑兑日元跌0.14%。 周三（6月18日）纽约尾盘，美元兑日元跌0.12%，报145.11日元，北京时间08:01微涨至145.44日元刷新 日高，随后持续、平滑地走低，02:00发布美联储决议声明时跌至144.34日元刷新日低，之后显著回 升。 瑞典克朗兑美元跌1.00%，挪威克朗兑美元跌0.41%。丹麦克朗兑美元大致持平，波兰兹罗提兑美元大 致持平。 商品货币对中，澳元兑美元涨0.52%，纽元兑美元涨0.34%，美元兑加元涨0.09%。 ...

瑞典央行降息后，欧元兑瑞典克朗EUR/SEK升至六周高点11.0057。 ...

瑞典克朗在瑞典央行降息后走软，欧元兑瑞典克朗EUR/SEK上涨0.14%至10.982。 ...