COMPUSD (COMPUSD) 加自选

联邦公开市场委员会前美元价格行动设置：欧元/美元、美元/日元、美元/加元、英镑/美元。自该行上次会议以来，美元继续保持高位和低位，上次会议也是当前降息周期的开始。尽管人们普遍预计美联储明天将再次降息，然后在12月再次降息，但考虑到所有因素，美元的表现相当不错。

Pre-FOMC US Dollar Price Action Setups: EUR/USD, USD/JPY, USD/CAD, GBP/USD.The US Dollar has continued with higher-highs and higher-lows since the bank's last meeting which was also the start of the current rate cut cycle. And while the Fed is widely-expected to cut again tomorrow, and then again in December, the USD has held up fairly well, all factors considered.

天然气、WTI原油、布伦特原油预测——油价下跌2.5%，交易员关注供应增加。交易员怀疑，最近对俄罗斯最大石油公司的制裁将对俄罗斯石油出口产生重大影响。

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives 2.5% As Traders Focus On Rising Supply.Traders doubt that recent sanctions on Russia's biggest oil companies will have a material impact on Russian oil exports.

随着需求疲软、持续供应过剩和贸易政策不确定性的趋同，木材期货价格跌至每千板英尺560美元，为七周低点。美国的关税正在加大对加拿大软木的压力，现有的反倾销和反补贴税约为35%，加上新的第232条对木材征收10%的关税，对木制品征收25%的关税，使进口成本提高到45%以上。需求疲软加剧了这一下降，7月份经季节性调整的美国住宅建筑许可证为140万套，为2020年6月以来的最低水平，建筑支出比2024年5月下降了3.4%。房屋开工量仍接近五年低点，尽管进口成本较高，但零售价格仍保持低迷。出口渠道已经缩小，加拿大软木受到关税的限制，对中国的硬木出口从2017年的40%下降到今天的7%。临时限产和工厂关闭正在出现，但充足的库存和疲软的施工持续面临下行压力。

Lumber futures tumbled toward $560 per thousand board feet, a seven-week low, as weakening demand, persistent oversupply, and trade-policy uncertainties converged. US tariffs are intensifying pressure on Canadian softwood, with existing antidumping and countervailing duties around 35%, plus new Section 232 levies of 10% on timber and 25% on wood products, lifting import costs above 45%. Weak demand compounds the decline, with US residential building permits at a seasonally adjusted 1.4 million units in July, the lowest since June 2020, and construction spending down 3.4% from May 2024. Housing starts remain near five-year lows, keeping retail price pass-through muted despite higher import costs. Export channels have narrowed, with Canadian softwood constrained by tariffs and hardwood exports to China dropping from 40% of volume in 2017 to 7% today. Temporary curtailments and mill closures are emerging, yet abundant inventories and sluggish construction sustain downward pressure.

美元/日元下跌至152.00附近，日元因美日贸易进展而走强。美元/日元下跌至152.00附近，日元因美日贸易进展而走强

USD/JPY declines near 152.00 as Yen strengthens on US-Japan trade progress.USD/JPY declines near 152.00 as Yen strengthens on US-Japan trade progress