
伦敦,10月8日电:周四,美元逼近18个月来的最强水平,此前美联储发布的会议纪要显示,决策者认为通胀是其前景面临的最大风险,而油价上涨和欧元区债券收益率攀升则打压了欧元。
LONDON, Oct 8 : The dollar edged towards its strongest level in 18 months on Thursday, after minutes from the US Federal Reserve signalled policymakers viewed inflation as the biggest risk to their outlook, while higher oil prices and rising euro zone bond yields have weighed on the euro.
近几周,全球债券抛售一直是货币市场的主导驱动因素,周四随着油价跳涨,收益率再度走高。
The global bond selloff has been the dominant driver in currency markets in recent weeks, with yields rising again on Thursday as oil prices jumped.
德国债券与欧元区负债较重国家(如法国和意大利)债券收益率差距扩大,将欧元推至去年5月以来的最低水平。
The widening gap in yields between German bonds and those of more indebted countries in the euro zone, such as France and Italy, has pushed the euro to its lowest level since May last year.
由于担心明年总统大选前法国财政状况恶化,法国国债面临特别的抛售压力。
French government bonds have come under particular selling pressure due to worries about its deteriorating fiscal situation ahead of next year's presidential election.
汉德斯银行外汇策略师汤米·冯·布罗姆森表示:“如果你看欧元兑美元,这不仅关乎美元走强,还关乎因法国政治局势导致的欧元走弱。”
"If you look at euro-dollar, it's not only about dollar strength but euro weakness coming from the political situation in France," said Tommy von Brömsen, FX strategist at Handelsbanken.
周四欧元微跌至1.1191美元,接近17个月低点,德法10年期债券收益率差——这一衡量市场对法国风险溢价的指标——扩大了4个基点。
The euro was down slightly on Thursday at $1.1191, close to its lowest level in 17 months, as the spread between German and French 10-year yields, a market gauge of risk premium attached to France, widened by 4 basis points.
衡量美元兑六种主要货币(含欧元)强弱的美元指数上涨0.1%至102.32,周三曾上涨0.3%。美元兑主要货币汇率距离2025年4月9日以来的最强水平仅几个点子之遥,此前一周美国总统特朗普宣布所谓的“解放日”关税引发市场动荡。
The dollar index, which measures its strength against a basket of six currencies, including the euro, was up 0.1 per cent at 102.32 after rising 0.3 per cent on Wednesday. The US currency remains within a few pips of its strongest levels since April 9, 2025, following the market turmoil that accompanied US President Donald Trump's so-called Liberation Day tariff announcement the previous week.
美联储会议纪要 美联储决策者在9月15-16日的会议上一致投票决定加息25个基点。周三发布的会议纪要显示,政策可能需要进一步收紧。
FED MINUTES Fed policymakers voted unanimously to raise interest rates by a quarter of a percentage point at the US central bank's September 15-16 meeting. The minutes from that meeting released on Wednesday indicated that policy might need to be tightened further.
汉德斯银行的冯·布罗姆森表示:“没有重大惊喜,但我认为他们偏向鹰派。”
"There was no major surprise, but I think they were on the hawkish side," said Handelsbanken's von Brömsen.
会议纪要并未改变市场预期——即美联储在本月晚些时候的会议上将维持利率不变。目前,联邦基金利率期货显示,市场预计美联储在10月28日结束的为期两天的会议上维持利率不变的概率高达80%;而12月加息则已被市场完全计入价格之中。
The minutes did little to shift expectations that the Fed would stand pat at its meeting later this month. Fed funds futures are pricing an implied 80 per cent probability the US central bank will keep rates on hold at its next two-day meeting ending October 28, while a hike in December is fully priced in.
美元兑日元汇率上涨0.1%,至158.22日元。此前周四公布的数据显示,8月份日本经常账户顺差达4.062万亿日元(约合257亿美元),高于经济学家预期的3.19万亿日元,这一数据曾导致美元短暂下跌。
Against the yen, the US dollar was up 0.1 per cent at 158.22, reversing a short-lived dip after data released on Thursday showed Japan's current account surplus stood at 4.062 trillion yen ($25.7 billion) in August, higher than economists' median forecast for a surplus of 3.19 trillion yen.
澳元汇率下跌0.1%,至0.6953美元;新西兰元也下跌0.1%,至0.5592美元。
The Australian dollar was down 0.1 per cent at $0.6953, while its kiwi counterpart was down 0.1 per cent at $0.5592.
在离岸市场,美元兑人民币汇率持平,维持在6.7030的水平。
Against the Chinese yuan, the US dollar was flat at 6.7030 in offshore trade.