美元指数升至99.00附近，美联储降息的可能性逐渐减弱，鲍威尔的演讲仍在等待中。衡量美元（USD）对六种主要货币价值的美元指数（DXY）连续第二个交易日上涨，周五亚洲时段交易价格约为98.80。交易员等待美联储主席杰罗姆·鲍威尔在怀俄明州杰克逊霍尔研讨会上的演讲，以获得有关9月份政策前景的线索。

US Dollar Index rises to near 99.00 on fading Fed rate cut odds, Powell's speech awaited.The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is extending its gains for the second successive session and trading around 98.80 during the Asian hours on Friday. Traders await Federal Reserve (Fed) Chair Jerome Powell's speech at the Jackson Hole Symposium in Wyoming to gain clues on the September policy outlook.

上证消费商品指数升至8607.00点，为2024年11月以来的最高点。过去4周，上证消费商品指数上涨4.85%，过去12个月上涨23.45%。

SSE Consume Commodity Index increased to 8607.00 Index Points, the highest since November 2024. Over the past 4 weeks, SSE Consume Commodity Index gained 4.85%, and in the last 12 months, it increased 23.45%.

鲍威尔，关税阴云笼罩，卢比回落至87.50。周五，印度卢比进一步走弱，延续了前一天的尾盘跌幅，原因是美元在美联储主席杰罗姆·鲍威尔发表演讲之前上涨，以及人们对美国对当地商品征收高额关税的再次担忧。

Rupee backslides towards 87.50 with Powell, tariff clouds overhead.The Indian rupee weakened further on Friday, extending its late-session slide from the previous day, as the dollar rose ahead of a speech by Federal Reserve Chair Jerome Powell and on renewed concerns of steep U.S. tariffs on local goods.

德国经济在2025年第二季度季度季度环比收缩0.3%，比初步估计的0.1%的降幅更大，扭转了前一时期0.3%的增长。这是自2024年第二季度以来最大的季度跌幅，原因是固定资本形成下降（-1.4%对第一季度的0.3%），反映出建筑和设备投资疲软。净贸易也拖累了增长，因为出口下滑（0.1%对2.5%），而进口继续增长（1.6%）。与此同时，尽管政府支出反弹（0.8%对-0.3%），但家庭消费急剧放缓（0.1%对0.6%），库存变化也做出了积极贡献。按行业划分，制造业、建筑业、贸易、运输业、酒店业以及金融和保险服务业的产出均出现萎缩。按年计算，经济增长0.2%，略低于第一季度0.3%的增长率，尽管这是连续第二个季度的年度增长。

Germany’s economy contracted 0.3% qoq in Q2 2025, sharper than the preliminary estimate of a 0.1% drop and reversing the 0.3% growth seen in the previous period. It was the steepest quarterly decline since Q2 2024, driven by a fall in fixed capital formation (-1.4% vs 0.3% in Q1), reflecting weaker investment in both construction and equipment. Net trade also weighed on growth as exports slipped (0.1% vs 2.5%) while imports continued to rise (1.6%). At the same time, household consumption slowed sharply (0.1% vs 0.6%) even as government spending rebounded (0.8% vs -0.3%), and inventory changes made a positive contribution. By sector, output shrank in manufacturing, construction, trade, transport, hospitality, and financial and insurance services. On a yearly basis, the economy grew 0.2%, slightly below the 0.3% expansion in Q1, though marking a second consecutive quarter of annual growth.