美元/挪威克朗 (USDNOK) 加自选

美国物流经理指数从6月份的60.7降至2025年7月的59.2，表明物流业整体放缓。这主要是由于库存成本增长率急剧放缓（-9.9至71.9），库存水平扩张下降（-4.2至55.2），直接导致仓储能力重新进入扩张领域（+3.3至51.1）。所有这些转变主要是由我们的上游或规模较小（<999名员工）的受访者推动的。大公司和下游零售商实际上报告了库存收缩、产能增加和价格扩张降低，因为他们试图保持JIT库存管理策略以避免更高的成本。运输利用率上升（+6.6至59.5），但运输能力（+0.2至52.6）和运输价格（+1.0至63.0）与2025年大部分时间观察到的货运缓慢复苏保持一致。

The Logistics Manager’s Index in the US declined to 59.2 in July 2025 from 60.7 in June, indicating a broader slowdown in the logistics sector. This was largely driven by a sharp deceleration in the rate of growth for Inventory Costs (-9.9 to 71.9), amid a dip in the expansion of Inventory Levels (-4.2 to 55.2) which led directly to Warehousing Capacity moving back into expansion territory (+3.3 to 51.1). All of these shifts are primarily driven by either our Upstream or smaller (<999 employees) respondents. Larger firms and Downstream retailers are actually reporting contracting inventories, more capacity, and lower price expansion as they attempt to maintain JIT inventory management strategies to avoid higher costs. Transportation Utilization was up (+6.6 to 59.5), but Transportation Capacity (+0.2 to 52.6) and Transportation Prices (+1.0 to 63.0) remained fairly consistent to a slow freight recovery observed through much of 2025.

2025年7月，挪威房价环比从上个月的0.3%下跌至0.2%。截至7月底，房屋的平均价格为4269904挪威克朗。从地区来看，斯塔万格（+11.5%）、卑尔根（+9%）和特罗姆瑟（+8.4%）的价格发展最为强劲。6月份平均需要63天才能卖出一套房子，而上个月为39天，卑尔根的周转时间最快（26天），而哈马尔/斯坦格的周转时间最低（139天）。按年度计算，房价增长了5.4%。

House prices in Norway edged down to 0.2% month-on-month in July 2025 from a 0.3% rise in the previous month. The average price for a home stood at NOK 4,269,904 at the end of July. Regionally, the strongest price development was recorded in Stavanger (+11.5%), Bergen (+9%), and Tromsø (+8.4%). It took an average of 63 days to sell a home in June from 39 days in the prior month with Bergen posting the quickest turnaround (26 days), while Hamar/Stange had the slowest (139 days). On a yearly basis, home prices grew by 5.4%.

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.

美国ISM服务业采购经理人指数成为焦点。今天，美国ISM服务业采购经理人指数将公布，普遍预计7月份将从6月份的50.8升至51.5。7月份的初步服务业采购经理人指数意外上涨，从52.9升至55.2，这得益于强劲的国内服务需求保持良好。

US ISM Services PMI in Focus.Today, the US ISM services PMI is due, with consensus expecting an increase to 51.5 in July from 50.8 in June. The preliminary services PMI for July surprised to the upside, rising to 55.2 from 52.9, supported by strong domestic service demand holding up well.