牛奶 (Milk) 加自选

德国财政部长：预计下半年经济增长。欧元兑美元跌至昨日低点1.15915附近，但在公布低于预期的PPI数据后反弹。该货币对目前交易在1.1610左右。

German finance minister: Expects economic growth in the second half of the year.The EURUSD dipped to test yesterday's low near 1.15915, but rebounded following the release of softer-than-expected PPI data. The pair is currently trading around 1.1610.

欧元/美元、美元/日元和澳元/美元预测——周三美元走低。美元继续出现很多噪音，因为它在周三早盘期间小幅下跌。市场继续看到交易员试图推动美联储降息。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Drifts Lower on Wednesday.The US dollar continues to see a lot of noise, as it is drifting a bit lower during the early session on Wednesday. The markets continue to see traders attempt to push the Fed into cutting.

德国10年期国债收益率升至2.7%以上，徘徊在三个多月来的最高水平附近，投资者继续关注贸易发展并评估其潜在的通胀影响。美国总统唐纳德·特朗普宣布自8月1日起对来自欧盟的进口商品征收30%的关税，尽管他后来表示愿意参与谈判。作为回应，欧盟重申其达成贸易协议的承诺，并宣布将推迟报复措施，将暂停计划中的关税延长至8月初，以便有时间进行进一步对话。与此同时，美国和英国的通货膨胀在6月份加速，促使市场略微降低了对美联储和英格兰银行降息的预期。在欧元区，人们普遍预计欧洲央行将在下周的会议上维持利率不变，尽管市场仍预计年底前至少会降息一次。

Germany’s 10-year Bund yield rose above 2.7%, hovering near its highest level in over three months, as investors continued to monitor trade developments and assess their potential inflationary impact. US President Donald Trump announced a 30% tariff on imports from the European Union, effective August 1st, although he later indicated a willingness to engage in negotiations. In response, the EU reaffirmed its commitment to reaching a trade agreement and announced it would delay retaliatory measures, extending the suspension of planned tariffs until early August to allow time for further dialogue. Meanwhile, inflation in both the US and UK accelerated in June, prompting markets to slightly scale back expectations for interest rate cuts by the Federal Reserve and the Bank of England. In the Eurozone, the European Central Bank is widely expected to keep rates on hold at its upcoming meeting next week, though markets still price in at least one rate cut before year-end.

周三，CAC 40指数小幅下跌至7756点左右，这是连续第四个交易日下跌，因为投资者权衡了新一轮的企业盈利和新闻，以及美国关税的发展。雷诺股价下跌16%，至2024年2月以来的最低水平，此前该公司下调了全年展望，并公布了低于预期的上半年初步业绩。另一家汽车制造商Stellantis NV也下跌了3.9%，此前该公司宣布将停止开发其氢燃料电池技术。其他表现不佳的公司包括Edenred（-2.9%）、开云集团（-2.8%）和意法半导体（-1.9%）。相反，依视路上涨1.1%，赛诺菲上涨0.9%，阳狮上涨0.7%，均显示出韧性。与此同时，贸易紧张局势继续影响市场情绪，此前美国总统特朗普警告称，可能会在本月底前对药品征收关税，并暗示随后可能对半导体征税。

The CAC 40 edged lower to trade around 7,756 on Wednesday, marking its fourth consecutive session of losses, as investors weighed a fresh round of corporate earnings and news, alongside US tariff developments. Renault slumped 16% to its lowest level since February 2024 after issuing a downgrade to its full-year outlook and reporting preliminary first-half results that fell short of expectations. Fellow automaker Stellantis NV also fell 3.9% after announcing it would halt development of its hydrogen fuel-cell technology. Other notable underperformers included Edenred (-2.9%), Kering (-2.8%), and STMicroelectronics (-1.9%). Conversely, Essilor rose 1.1%, Sanofi gained 0.9%, and Publicis added 0.7%, all showing resilience. Meanwhile, trade tensions continued to weigh on market sentiment, following US President Trump's warning that tariffs on pharmaceuticals could be introduced by the end of the month, along with suggestions that levies on semiconductors may follow.