澳元/瑞郎 (AUDCHF) 加自选

欧元/美元，美元/日元和澳元/美元预测-美元在错过NFP后受到重创。至少可以说，在非农工资公告疲软之后，美元受到了沉重打击。因此，市场正在观察美元是否能够自救，但永远不要忘记，如果情况变得足够糟糕，对美国有利

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Gets Hammered After NFP Miss.The US dollar has been hit hard after the Non-Farm Payroll announcement was anemic to say the least. Because of this, the markets are looking to see whether or not the US dollar can save itself, however – never forget that if things get bad enough, its good for the

白宫：瑞士拒绝在贸易壁垒问题上做出任何有意义的让步。瑞士拒绝通过取消与美国的贸易壁垒做出任何有意义的让步。美国不能容忍单边贸易关系。

White House: Switzerland refused to make any meaningful concessions on trade barriers.Switzerland refused to make any meaningful concessions by dropping trade barriers with the United States. US cannot tolerate one-sided trade relationships.

瑞士法郎从一个月低点反弹，上涨近1%，至每美元0.80左右，这得益于美元走软，此前就业报告低于预期，提振了人们对美联储9月份降息的预期。由于担心美国关税对全球经济和美国的影响，法郎也因其避险地位而走强。特朗普总统7月31日的行政命令规定了10%的全球最低关税，对美国有贸易顺差的国家的关税将升至15%或更高。瑞士受到的打击尤其严重，其39%的出口关税将于8月7日生效，这是全球最高的关税之一。这一比率超过了4月份最初提出的31%，预计将严重影响奢侈手表和制药等关键出口行业。在这种情况下，6月份将利率降至零的瑞士国家银行可能被迫采取更温和的立场。其下一次政策会议定于2025年9月25日举行。

The Swiss franc rebounded from one-month lows, rising nearly 1% to around 0.80 per USD, aided by a weaker dollar after a softer-than-expected jobs report boosted expectations of a Fed rate cut in September. The franc also drew strength from its safe-haven status amid concerns about the effects of the US tariffs on the global economy and the US. President Trump’s July 31 executive order imposed a 10% global minimum tariff, with rates rising to 15% or higher for countries running trade surpluses with the US. Switzerland was hit particularly hard, with a 39% tariff on its exports—one of the highest globally—set to take effect on August 7. The rate exceeds the 31% initially proposed in April and is expected to severely impact key export sectors such as luxury watches and pharmaceuticals. In this scenario, the Swiss National Bank, which cut interest rates to zero in June, may be forced to adopt an even more dovish stance. Its next policy meeting is scheduled for 25 September 2025.

周五，澳元兑美元汇率升至0.65美元，结束了连续六天的下跌，因为澳大利亚避免了美国最新的关税上调，大多数进口商品仍受10%的税率限制，而美国糟糕的就业数据削弱了美元。特朗普总统发布了一项行政命令，修改了“互惠”基准关税，而未列入名单的国家将面临10%的自动关税，转运货物将额外征收40%的关税，该命令将在命令发布七天后生效。然而，澳大利亚避免了更高的关税，尽管早些时候威胁要上调至15-20%，但其税率仍保持在10%。白宫引用了贸易和安全谈判的进展，指出澳大利亚是接近与美国达成协议的国家之一。与此同时，与大宗商品挂钩的澳元仍面临铜价暴跌的压力，在美国澄清新关税不包括原铜形式后，铜价暴跌了18%以上。鸽派的澳大利亚储备银行前景也拖累了货币。

The Australian dollar rose to $0.65 per on Friday, halting a six-day losing streak as Australia avoided the latest US tariff hikes, with most imports remaining subject to the 10% rate, while poor US jobs numbers weakened the greenback. President Trump issued an executive order revising “reciprocal” baseline tariffs while countries not listed will face an automatic 10% duty and transshipped goods an additional 40%, taking effect seven days after the order. However, Australia avoided steeper tariffs, with its rate held at 10% despite earlier threats of a hike to 15–20%. The White House cited progress in trade and security talks, noting Australia is among countries nearing deals with the US. Meanwhile, the commodity-linked Aussie remained under pressure from a sharp plunge in copper prices, which sank over 18% after the US clarified raw copper forms were excluded from the new tariffs. A dovish RBA outlook also weighed on the currency.