由于美国预算压力和避险资产疲软，美元兑日元接近四周低点。随着贸易关税担忧的加剧，唐纳德·特朗普总统的《大美丽法案》在参议院面临阻力，美元兑日元汇率面临压力。

USDJPY Near Four-Week Lows On US Budget Pressures, Safe Haven Weakness.The USDJPY pair is under pressure with President Donald Trump's Big Beautiful Bill facing headwinds in the senate as trade tariff fears mount.

英国预算预测者表示，他们过于乐观，给里夫斯带来了风险。英国官方预算监督机构周二表示，它对该国的经济增长前景过于乐观，这增加了其预测下调的可能性，这将对财政部长雷切尔·里夫斯造成打击。

UK budget forecasters say they have been too upbeat, posing a risk for Reeves.Britain's official budget watchdog said on Tuesday that it had been too optimistic about the country's economic growth outlook, raising the prospect of a downgrade of its forecasts which would be a blow to finance minister Rachel Reeves.

美元试图从年度低点反弹：欧元/美元、英镑/美元、美元/加元、美元/日元分析。随着交易员关注JOLT令人鼓舞的就业报告，美元正在走高。

U.S. Dollar Attempts To Rebound From Yearly Lows: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is moving higher as traders focus on the encouraging JOLTs Job Openings report.

法兰克福DAX指数在7月第一个交易日进一步下跌，收于23673点，跌幅约1%，表现不如同行，受国防股拖累。此前有报道称，欧盟对美国可能达成的一项贸易协议持开放态度，该协议对许多出口产品征收10%的统一关税，但不包括制药、酒精、半导体和商用飞机等关键行业。与此同时，新的数据显示，6月份欧元区通胀率降至2%，欧洲央行行长克里斯蒂娜·拉加德在辛特拉举行的欧洲央行年度论坛上表示，通胀目标已经实现，这抑制了人们对今年进一步降息的预期。与此同时，美联储主席杰罗姆·鲍威尔在关税相关的不确定性中保持谨慎立场，表示央行将“观望”通胀如何发展。在单一股票中，蒂森克虏伯股价下跌6%，此前挪威主权财富基金宣布将把这家国防公司列入黑名单。Hensoldt和Renk紧随其后，损失了4%。

Frankfurt's DAX lost further ground to close about 1% lower at 23,673 on the first trading day of July, underperforming its peers, pulled down by defense stocks. The decline followed reports that the EU is open to a potential US trade deal featuring a uniform 10% tariff on many exports—excluding key sectors such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft. Meanwhile, fresh data showed Eurozone inflation eased to 2% in June, and ECB President Christine Lagarde reacted at the ECB’s annual forum in Sintra by stating that the inflation target had been reached—dampening expectations for further rate cuts this year. Meanwhile, Fed Chair Jerome Powell maintained a cautious stance amid tariff-related uncertainty, saying the central bank would "wait and see" how inflation unfolds. Among single stocks, Thyssenkrupp shares tumbled 6% after Norway’s sovereign wealth fund announced it would blacklist the defense company. Hensoldt and Renk followed with losses of 4%.