瑞典克朗/挪威克朗 (SEKNOK) 加自选

调查现场欧洲市场结束：美元波动，贵金属在关税混乱中保持出价。本次会议以谨慎为标志，因为市场仍在消化上周周五美国最高法院的关税决定。随着特朗普政府现在需要根据IEEPA征收关税，在根据1974年《贸易法》第122条宣布了150天的15%一揽子关税后，贸易不确定性仍然加剧。

investingLive European markets wrap: USD swings, precious metals stay bid on tariffs mess.The session was one marked by caution as markets are still digesting what to make do of the US Supreme Court tariffs decision on Friday last week. With the Trump administration now needing to seize tariffs under the IEEPA, trade uncertainty remains heightened after having announced blanket 15% tariffs for 150 days under Section 122 of the Trade Act of 1974.

ING报告称，美元已经失去了一些避险地位。荷兰国际集团周一在一份报告中表示，自2024年以来，美元已经失去了部分但并非全部的避险价值，但补充说，全球对美元的需求没有普遍恶化。

Dollar has lost some of its safe-haven status, ING report says.The dollar has lost some, but not all, of its safe-haven value since 2024, ING said in note on Monday, adding however, that it saw no broad deterioration in global demand for the US currency.

英镑兑美元；关税影响，曼彻斯特大选成为焦点。周一，随着交易员消化了美国最高法院取消关税和即将举行的填补议会席位的选举带来的政治不确定性的影响，英镑本周开局更加稳健。

Sterling firms against dollar; tariff fallout, Manchester election in focus.The British pound kicked off the week on a firmer footing on Monday, as traders digested the fallout from the U.S. Supreme Court striking down tariffs and political uncertainty from an upcoming election to fill a parliamentary seat.

英国央行的泰勒信号可能需要2-3次降息才能达到中性。艾伦·泰勒今天在伦敦德意志银行的一次活动上重申了他的温和立场，他认为通货膨胀风险正在从粘性转向低于2%的目标。他表示，需求疲软和劳动力市场疲软现在给价格压力带来的下行风险比以前担心的要大。

BoE's Taylor signals 2–3 cuts may be needed to reach neutral.Alan Taylor reinforced his dovish stance in remarks at a Deutsche Bank event in London today, arguing that inflation risks are shifting away from stickiness and toward undershooting the 2% target. He suggested weakening demand and softening labor market now pose greater downside risks to price pressures than previously feared.