纽币/墨西哥比索 (NZDMXN) 加自选

随着特朗普最后期限的临近，俄罗斯仍将在8月支撑卢布。根据财政部周二公布的新数据，俄罗斯将继续通过净销售外汇来支持卢布，这是在美国总统唐纳德·特朗普展示乌克兰和平进展的最后期限之前。

Russia will still prop up rouble in August as Trump deadline looms.Russia will continue to support the rouble with net sales of foreign currency, according to new figures from the Finance Ministry released on Tuesday, ahead of U.S. President Donald Trump's deadline to show progress towards peace in Ukraine.

英镑兑美元，市场期待英国央行的利率指引。周二，英镑兑美元小幅走高，兑欧元下跌，交易员预计英格兰银行将在本周的政策会议上维持其利率指导。

Sterling firms against dollar as markets look to BoE rate guidance.Sterling edged higher against the dollar and fell versus the euro on Tuesday, as traders expect the Bank of England to maintain its rate guidance at this week's policy meeting.

欧洲数据总结：欧元区采购经理人指数为欧洲央行再次降息留下空间。在欧元区，6月份生产者价格指数环比上涨0.8%，同比上涨0.6%，略低于月度预期，但高于年增长率。能源价格本月飙升3.2%，抵消了其他地区的小幅上涨。

European data wrap: Eurozone PMI leaves room for one more ECB cut.In the Eurozone, PPI rose 0.8% mom and 0.6% yoy in June, slightly missing monthly expectations but beating on the annual rate. Energy prices surged 3.2% on the month, offsetting modest gains elsewhere.

HCOB德国服务业采购经理人指数从6月的49.7升至2025年7月的50.6，并从50.1的初步读数上调，这表明在低于50的四个月后将温和恢复增长。然而，这一速度仍低于长期平均水平。复苏得益于轻微的就业增长、新的服务产品和新业务的小幅增长——主要是由国内需求推动的——而外国订单继续下降。在人员增加的帮助下，积压的工作连续第15个月下降，尽管就业增长是今年迄今为止最疲软的。在价格方面，通胀压力进一步缓解，投入成本和产出价格均以2021年初以来的最低速度上涨。受扩张计划和对低利率、高家庭收入和政府刺激的乐观情绪的推动，商业信心连续第三个月改善，达到1月以来的最高水平。

The HCOB Germany Services PMI rose to 50.6 in July 2025 from 49.7 in June and was revised up from a preliminary reading of 50.1, signaling a modest return to growth after four months below 50. However, the pace remained below the long-term average. The recovery was supported by slight job gains, new service offerings, and a marginal increase in new business—mainly driven by domestic demand—while foreign orders continued to decline. Backlogs of work fell for the 15th consecutive month, aided by increased staffing, although employment growth was the weakest recorded so far this year. On the price front, inflationary pressures eased further, with both input costs and output prices rising at the slowest rates since early 2021. Business confidence improved for the third month, reaching its highest level since January, driven by expansion plans and optimism about lower interest rates, higher household income, and government stimulus.