澳大利亚西太平洋银行消费者信心微涨至93.1，澳大利亚储备银行持有抑制家庭乐观情绪。7月份，澳大利亚西太平洋银行消费者信心指数微涨0.6%，至93.1，但小幅上涨掩盖了家庭的明显失望情绪。

Australia Westpac consumer sentiment edges up to 93.1, RBA hold damps household optimism.Australia's Westpac Consumer Sentiment index edged up 0.6% mom to 93.1 in July, but the modest gain masked a clear sense of disappointment among households.

标准普尔/澳交所200指数周二上涨0.6%，至8623点，从前一交易日的小幅下跌中反弹，达到一个多月来的最高水平。在美国总统特朗普表示愿意在计划于8月1日生效的30%关税之前与欧盟和其他主要伙伴进行进一步的贸易谈判后，市场情绪有所回升。尽管特朗普坚称，发给各贸易伙伴的信件概述了即将到来的关税上调，但他的言论表明了外交接触的空间。在国内，市场情绪也受到提振，数据显示，西太平洋银行墨尔本研究所消费者信心指数在6月份上涨0.5%后，于2025年7月环比上涨0.6%，至93.1。个股中，Block，股份有限公司上涨5.5%，Wisetech Global Limited上涨2.2%，澳大利亚国民银行上涨1%。与此同时，随着美国威胁对购买俄罗斯石油的国家实施二级制裁后油价下跌，伍德赛德能源集团和桑托斯预计将成为关注焦点。

The S&P/ASX 200 rose 0.6% to 8,623 on Tuesday, rebounding from a modest decline in the prior session and reaching its highest level in over a month. Market sentiment was lifted after US President Trump expressed openness to further trade talks with the EU and other key partners ahead of the planned 30% tariffs scheduled to take effect on August 1. Despite maintaining that the letters sent to various trading partners outline the impending tariff hikes, Trump’s remarks suggest room for diplomatic engagement. At home, sentiment also received a boost from data showing the Westpac-Melbourne Institute Consumer Sentiment Index rose 0.6% month-on-month to 93.1 in July 2025, following a 0.5% uptick in June. Among individual stocks, Block, Inc. climbed 5.5%, Wisetech Global Limited gained 2.2%, and National Australia Bank added 1%. Meanwhile, Woodside Energy Group and Santos are expected to be in focus as oil prices decline after US threats of secondary sanctions on countries buying Russian oil.

澳大利亚西太平洋银行墨尔本研究所消费者信心指数环比上涨0.6%，至2025年7月的四个月峰值93.1，略高于上月0.5%的涨幅。虽然情绪有所改善，但最新结果突显了央行在7月会议上出人意料地暂停利率后的明显失望。在子指数中，“家庭财务与去年同期相比”飙升5.0%，至79.2，对未来12个月家庭财务的预期上涨2.6%，至101.4。对未来12个月经济状况的信心上升1.8%，至94.1，但五年展望下降2.8%，至93.4。此外，“购买主要家居用品的时间”指数下跌2.6%，至97.6。失业预期上升1.0%至128.7，但仍略低于长期平均水平129。澳大利亚宏观预测主管Mathew Hassan指出，消费者情绪总体上停留在“谨慎悲观”的水平。

Australia’s Westpac-Melbourne Institute Consumer Sentiment Index rose 0.6% month-over-month to a four-month peak of 93.1 in July 2025, slightly faster than a 0.5% gain in the prior month. While the mood improved a bit, the latest result highlighted clear disappointment following the central bank’s surprise move to leave rates on hold at its July meeting. Among the sub-indexes, 'family finances compared to a year ago' surged 5.0% to 79.2, and expectations for family finances over the next 12 months rose 2.6% to 101.4. Sentiment toward economic conditions over the next 12 months went up 1.8% to 94.1, but the five-year outlook fell 2.8% to 93.4. Also, the 'time to buy a major household item' index dipped 2.6% to 97.6. Unemployment expectations increased 1.0% to 128.7 but remained slightly below the long-run average of 129. Mathew Hassan, Head of Australian Macro-Forecasting, noted that the consumer mood was stuck at ‘cautiously pessimistic’ levels overall.

欧元/美元、美元/日元和澳元/美元预测——周末关税谈判后美元涨跌互现。周末，美国出现了更多的关税谈判，外汇世界的交易员继续对这些声明做出反应。在这一点上，市场看起来有点嘈杂，但总体主题似乎仍然存在。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Mixed After Weekend Tariff Talk.The weekend has seen more tariff talk coming out of the USA, and traders in the Forex world continue to react to these statements. At this point, the markets look a bit noisy, but the overall themes seems to remain.