美元预测：鲍威尔公布劳动力市场风险后，看跌前景增强。随着鲍威尔发出降息可能很快到来的信号，DXY下跌。在杰克逊霍尔发表关于劳动力风险的鸽派演讲后，交易员预计9月份宽松的可能性为91%。

US Dollar Forecast: Bearish Outlook Builds After Powell Flags Labor Market Risks.DXY sinks as Powell signals rate cuts could come soon. Traders price in 91% chance of September easing after dovish Jackson Hole speech on labor risks.

消息人士称，欧洲央行降息谈判可能会在9月暂停后恢复。五位消息人士告诉路透社，欧洲央行下个月可能会保持利率不变，但如果经济疲软，关于进一步降息的讨论很可能在秋季恢复。

ECB rate cut talk may resume after September pause, sources say.The European Central Bank is likely to keep interest rates on hold next month but discussions about further cuts may well resume in the autumn if the economy weakens, five sources told Reuters.

一周前：基本面和技术面为卖出美元提供了绿灯。市场误入歧途。对美联储理事鲍威尔将反对9月降息猜测的预期支撑了美元和短期利率。

Week Ahead: Fundamentals and Technicals Give Greenlight to Sell Dollars.The market was caught leaning the wrong way. Anticipation that Federal Reserve Governor Powell was going to push against speculation of a September rate cut had underpinned the US dollar and short-term rates.

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.