英磅/丹麦克朗 (GBPDKK) 加自选

美国财政部以3.669%的高收益率拍卖了580亿美元的3年期国债。拍卖会不太好。外国需求弱于预期。

U.S. Treasury auctions off $58 billion of 3-year notes at a high yield of 3.669%.The auction was not great. The foreign demand was weaker than expected.

由于ISM服务业采购经理人指数低于预期，美元从盘中高点回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。令人失望的ISM服务业采购经理人指数报告给美元带来了压力。

U.S. Dollar Pulls Back From Session Highs As ISM Services PMI Misses Estimates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The disappointing ISM Services PMI report put pressure on the American currency.

加拿大10年期政府债券收益率徘徊在3.39%附近，延续了其从7月15日达到的3.611%的一年高点回落的趋势，此前美国数据疲软，贸易战担忧加剧，导致美国国债收益率跌至三个月低点，全球债券反弹势头增强。在国内，接近3%的企业核心通胀和强劲的就业使加拿大7月初的收益率保持在较高水平，但6月整体通胀率降至1.9%，劳动力市场稳定的迹象降低了人们对进一步紧缩的预期。7月30日，加拿大央行将其政策利率维持在2.75%不变，这表明其采取观望态度，同时承认经济增长放缓和通胀稳定可能证明未来降息是合理的。随着对全球经济衰退的担忧加剧，以及中国银行政策被视为倾向于宽松，债券市场对更温和的前景进行了定价，导致加拿大收益率下降。

The yield on the Canadian 10-year government bond hovered near 3.39%, extending its retreat from the one-year high of 3.611% reached on July 15th, as a global bond rally gained momentum following weak US data and escalating trade-war concerns that dragged US Treasury yields to three-month lows. Domestically, firm core inflation near 3% and strong hiring had kept Canadian yields elevated earlier in July, but softer June headline inflation at 1.9% and signs of labor market stabilization have since tempered expectations for further tightening. On July 30th, the Bank of Canada left its policy rate unchanged at 2.75%, signaling a wait-and-see approach, while acknowledging that weaker growth and anchored inflation could justify future rate cuts. With global recession concerns intensifying and BoC policy seen as tilted toward easing, bond markets have priced in a more dovish outlook, pressuring Canadian yields lower.

2025年6月，哥伦比亚的出口同比增长2.6%，达到39.6亿美元，从上个月2.1%的下降中反弹。这一增长是由农业、食品和饮料产品销售额增长35.6%推动的，总额为12.3亿美元。这一激增主要是由于未烘焙咖啡（增长45.8%）和切花和树叶（增长32.2%）的出口增加，这两者共同为该行业的增长贡献了21.2个百分点。制造业出口增长6.6%，至8.882亿美元，机械和运输设备领涨（增长15.1%）。与此同时，燃料和采掘产品出口下降16.9%，至15.4亿美元，受石油和相关产品销售额下降17.9%的拖累。美国仍然是哥伦比亚的最大出口目的地，占总出货量的33%，其次是巴拿马（6.5%）和印度（4.1%）。

Colombia's exports rose 2.6% year-on-year to $3.96 billion in June 2025, rebounding from a 2.1% drop in the prior month. The increase was driven by a 35.6% jump in sales of agricultural, food, and beverage products, totaling $1.23 billion. This surge was mainly due to higher exports of unroasted coffee (up 45.8%) and cut flowers and foliage (up 32.2%), which together contributed 21.2 percentage points to the sector’s growth. Manufacturing exports rose 6.6% to $888.2 million, led by machinery and transport equipment (up 15.1%). Meanwhile, exports of fuels and extractive products fell 16.9% to $1.54 billion, weighed down by a 17.9% drop in petroleum and related product sales. The United States remained Colombia’s top export destination, accounting for 33% of total shipments, followed by Panama (6.5%) and India (4.1%).