野村欧元兑瑞士法郎预测：到2025年11月，欧元目标为0.9750。欧元兑瑞士法郎（EUR/CHF）汇率在8月份升至0.9450附近的四个月高点，然后稳定在0.9400以上。野村证券对瑞士法郎持看跌立场，并在10月底前维持0.9750的目标。

Nomura Euro to Swiss Franc Forecast: EUR Target 0.9750 by November 2025.The Euro to Swiss franc (EUR/CHF) exchange rate strengthened to four-month highs near 0.9450 in August before settling above the 0.9400 level. Nomura maintains a bearish stance on the Swiss franc and maintains a target of 0.9750 by the end of October.

土耳其退出外汇保护存款计划。土耳其正在结束一项保护存款免受货币贬值影响的计划，该计划估计耗资600亿美元，这是放弃几年前引发里拉危机的非正统经济政策的又一步。

Turkey exits FX-protected deposit scheme.Turkey is ending a scheme protecting deposits from currency depreciation that is estimated to have cost $60 billion, in another step to abandon unorthodox economic policies that triggered a lira crisis several years ago.

市场每周展望-美联储主席支点在美国个人消费支出和日本通胀数据公布前引发反弹。周五，在美联储主席杰罗姆·鲍威尔在杰克逊霍尔研讨会上的演讲中暗示可能降息后，华尔街主要指数飙升。

Markets Weekly Outlook – Fed Chair Pivot Ignites Rally Ahead of US PCE and Japanese Inflation Data.Wall Street's main indexes surged on Friday after Federal Reserve Chair Jerome Powell hinted at a possible interest rate cut during his speech at the Jackson Hole Symposium.

每周底线：美联储主席鲍威尔为降息敞开大门。长期以来，我们一直认为，加拿大经济疲软带来的经济疲软将有助于缓解通胀压力，抵消对美国商品征收报复性关税、努力使出口多样化而远离美国以及加拿大公司寻求新供应商对消费者价格的推高。7月份的通胀数据与这一说法非常吻合。

The Weekly Bottom Line: Fed Chair Powell Opens Door for Rate Cuts.We have long believed that economic slack from a softening Canadian economy would help ease inflationary pressures, counterbalancing the upward push on consumer prices caused by retaliatory tariffs on U.S. goods, efforts to diversify exports away from the U.S., and Canadian firms seeking new suppliers. The July inflation data aligned closely with this narrative.