卢比小幅走高；熟悉的阻力位、支撑位趋于稳定。周四，印度卢比上涨，追随地区同行走高，因为白宫新一轮的关税威胁对市场没有多大影响，交易员预计印度卢比在短期内将保持在熟悉的区间。

Rupee nudges higher; familiar resistance, support levels tipped to hold.The Indian rupee ticked up on Thursday, tracking regional peers higher, as a fresh round of tariff threats from the White House did little to move the needle for markets with traders expecting the local unit to stick to its familiar range in the near-term.

2025年5月，瑞典工业收到的订单总额同比下降2.4%，低于上个月向上修正的7.4%的增长。这标志着自去年10月以来首次出现下降，因为外国订单（-0.5%对4月份的8.8%）和国内需求（-5.7%对5.4%）都有所下降。经季节性调整的月度数据显示，5月份新订单下降1.4%，低于前一时期6.5%的跌幅。

Total orders received by Swedish industry dropped by 2.4% year-on-year in May 2025, slipping from an upwardly revised 7.4% rise in the previous month. This marked the first month of decline since October last year, as both foreign orders (-0.5% vs 8.8% in April) and domestic demand (-5.7% vs 5.4%) decreased. On a seasonally adjusted monthly basis, new orders fell by 1.4% in May, slowing from a 6.5% loss in the preceding period.

2025年6月，挪威的年度消费者通胀率为3%，与5月持平，保持在2月以来的最高水平。主要的上行压力来自交通（5月份为1.9%对0.9%）、娱乐和文化（4%对2.7%）、餐馆和酒店（3.5%对3.1%）以及杂项商品和服务（1.1%对0.9%）的通胀率上升。与此同时，食品和非酒精饮料（4.7%对5.3%）、住房和公用事业（4.2%对5.1%）以及家具、家用设备和维护（0.1%对0.7%）的通货膨胀有所缓解。按月计算，6月份消费者价格指数上涨0.2%，低于5月份的0.4%，为三个月来最小涨幅。经税收变化调整的CPI（不包括能源产品）同比增长3.1%，超过了市场预期的3%的增长。这标志着三个月来的最高读数，并从5月份的2.8%上升加速。

The annual consumer inflation rate in Norway stood at 3% in June 2025, unchanged from May and holding at its highest level since February. The main upward pressure came from higher inflation in transport (1.9% vs 0.9% in May), recreation and culture (4% vs 2.7%), restaurants and hotels (3.5% vs 3.1%), and miscellaneous goods and services (1.1% vs 0.9%). Meanwhile, inflation eased for food and non-alcoholic beverages (4.7% vs 5.3%), housing and utilities (4.2% vs 5.1%), and furnishings, household equipment, and maintenance (0.1% vs 0.7%). On a monthly basis, consumer prices rose by 0.2% in June, down from a 0.4% increase in May, marking the smallest gain in three months. The CPI adjusted for tax changes and excluding energy products (CPI-ATE) rose 3.1% year-on-year, exceeding market expectations of a 3% increase. This marked the highest reading in three months and accelerated from a 2.8% rise in May.

2025年5月，瑞典家庭支出环比下降1.2%，扭转了上个月向下修正的0.4%的增长。这是自2022年7月以来最大的收缩，主要原因是食品和饮料（-3.1%对4月的1.4%）、运输、零售和机动车服务（-2%对2%）、家具、家具、家用设备和消耗品（-2.4%对2.4%）以及娱乐和文化、商品和服务（-3.9%对0.1%）等关键类别的广泛下降。与此同时，服装和鞋类支出继续大幅下降（-10.2%对-3.1%）。相比之下，住房、电力、天然气和供暖（0.9%对-0.8%）、邮政和通信（3%对-3.1%）以及其他商品和服务（1.9%对-3%）的消费反弹。餐馆、咖啡馆、酒店和其他住宿服务的支出也有所加快（3.3%对0.3%）。按年度计算，家庭消费从2025年4月向上修正的2.7%显著降至0.6%。

Household spending in Sweden fell by 1.2% month-on-month in May 2025, reversing a downwardly revised 0.4% gain in the previous month. This marked the sharpest contraction since July 2022, driven by broad-based declines across key categories, including food and beverages (-3.1% vs 1.4% in April), transport, retail sales, and motor vehicle services (-2% vs 2%), furniture, furnishings, household equipment and consumables (-2.4% vs 2.4%), and recreation and culture, goods and services (-3.9% vs 0.1%). At the same time, spending on clothing and footwear continued to fall sharply (-10.2% vs -3.1%). In contrast, consumption rebounded for housing, electricity, gas, and heating (0.9% vs -0.8%), post and communications (3% vs -3.1%), and other goods and services (1.9% vs -3%). Spending also accelerated for restaurants, cafes, hotels, and other accommodation services (3.3% vs 0.3%). On a yearly basis, household consumption eased notably to 0.6% from an upwardly revised 2.7% in April 2025.