欧元/日元 (EURJPY) 加自选

美元/日元可能已进入整合阶段——大华银行集团。美元兑日元汇率预计在143.40/144.85区间。大华银行集团外汇分析师Quek Ser Leang和Peter Chia指出，从长远来看，美元可能已经进入盘整阶段，目前可能在142.20至146.70之间交易。

USD/JPY has likely entered a consolidation phase – UOB Group.US Dollar (USD) is expected to trade in a 143.40/144.85 range vs Japanese Yen (JPY). In the longer run, USD has likely entered a consolidation phase and is likely to trade between 142.20 and 146.70 for now, UOB Group's FX analysts Quek Ser Leang and Peter Chia note.

德国新选择党支持周三对总理进行新的投票。默克尔今天未能赢得多数席位，德国新选择党支持周三对总理进行新的投票。AfD是联邦议院下院的第二大政党。

Germany's AfD backs new vote for chancellor on Wednesday.Germany's AfD backs new vote for chancellor on Wednesday after Merz failed to win the majority today. AfD is the second biggest party in the Bundestag lower house.

2025年3月，欧元区工业生产者价格通胀率从2月份的3.0%降至1.9%，略低于市场预期的2.0%。经济放缓的原因是能源（3.8%对7.6%）和中间产品（0.8%对0.9%）的价格增长放缓，而耐用消费品的通货膨胀率稳定在0.9%。相比之下，资本品（1.8%对1.7%）和非耐用消费品（1.7%对1.6%）的价格涨幅加快。按月计算，生产者价格下跌1.6%，与预测一致，为2023年5月以来的最大跌幅。

Industrial producer price inflation in the Euro Area eased to 1.9% year-on-year in March 2025, down from 3.0% in February and slightly below market expectations of 2.0%. The slowdown was driven by softer price growth in energy (3.8% vs. 7.6%) and intermediate goods (0.8% vs. 0.9%), while inflation for durable consumer goods held steady at 0.9%. In contrast, price gains accelerated for capital goods (1.8% vs. 1.7%) and non-durable consumer goods (1.7% vs. 1.6%). On a monthly basis, producer prices fell by 1.6%, in line with forecasts and the sharpest decline since May 2023.

欧元稳定在1.13美元左右，略低于4月份创下的近三年高点，继续受益于美元的广泛疲软。交易员们仍然关注正在进行的贸易战，特别是美国与几个亚洲国家之间的谈判，而与中国的谈判似乎已经停滞。与此同时，弗里德里希·默茨在第一轮议会投票中未能成功当选德国总理，面临着意想不到的挫折。尽管下一步行动仍不确定，但这可能会推迟默茨的宣誓就职。他领导的基民盟与中左翼社会民主党的联盟，以及增加公共支出的计划，一直在增强人们对德国经济复苏的信心。在货币政策方面，预计欧洲央行将在6月继续降息，而普遍预计美联储本月将保持利率稳定。

The euro held steady around $1.13, slightly below the nearly three-year high reached in April, continuing to benefit from broad dollar weakness. Traders remained focused on the ongoing trade war, particularly negotiations between the US and several Asian countries, while talks with China appeared to have stalled. Meanwhile, Friedrich Merz faced an unexpected setback after failing to secure election as German Chancellor in the first round of parliamentary voting. Although the next steps remain uncertain, it potentially delayed Merz’s swearing-in. His CDU-led coalition with the centre-left Social Democrats, along with plans to increase public spending, had been bolstering confidence in Germany’s economic recovery. On the monetary policy front, the European Central Bank is expected to continue cutting interest rates in June, while the Federal Reserve is widely expected to hold rates steady this month.