澳元/美元 (AUDUSD) 加自选

美国MBA抵押贷款申请自7月11日起下降10.0%，而之前为+9.4%。市场指数253.5 vs 281.6之前购买指数159.6 vs 180.9之前再融资指数767.6 vs 829.3之前30年期抵押贷款利率6.82%vs 6.77%这从来不是一个影响市场的数据。抵押贷款申请通常与抵押贷款利率呈负相关。

US MBA mortgage applications w.e. 11 July -10.0% vs +9.4% prior.Market index 253.5 vs 281.6 prior Purchase index 159.6 vs 180.9 prior Refinance index 767.6 vs 829.3 prior 30-year mortgage rate 6.82% vs 6.77% prior This is never a market moving release. Mortgage applications are generally inversely correlated to mortgage rates.

英镑兑美元走高，投资者等待就业数据。英镑兑疲软的美元小幅走高，兑欧元下跌，因为投资者评估了英格兰银行是否可能比目前预期的每季度25个基点的降息幅度更大。

Sterling edges higher versus dollar as investors await jobs data.The pound edged higher against a weakening dollar and fell versus the euro, as investors assessed whether the Bank of England might cut rates more aggressively than the currently expected pace of 25 basis points per quarter.

魔鬼昨日6月美国CPI通胀报告详解。昨天6月美国CPI通胀报告的魔鬼在于细节。总体和核心CPI分别上涨0.3%和0.2%，同比分别上涨2.7%（从2.4%）和2.9%（从2.8%）。

Devil of Yesterday's June US CPI Inflation Report in the Details.The devil of yesterday's June US CPI inflation report was in the details. Headline and core CPI rose by 0.3% M/M and 0.2% M/M respectively to be up 2.7% Y/Y (from 2.4%) and 2.9% Y/Y (from 2.8%) respectively.

预计2025年6月，美国生产者价格指数将环比上涨0.2%，这将是五个月来的最高涨幅，而5月份的涨幅为0.1%。投资者将密切关注与关税相关的通胀压力的任何迹象。核心PPI（不包括波动的食品和能源价格）在上个月上涨0.1%后，预计6月份也将上涨0.2%。按年度计算，预计总体生产者通胀率将从2.6%降至2.5%，核心生产者通胀率预计将从3%降至2.7%。

US producer prices are expected to rise by 0.2% month-over-month in June 2025, which would be the highest increase in five months, compared to a 0.1% gain in May. Investors will be watching for any signs of inflationary pressures linked to tariffs. The core PPI, which excludes volatile food and energy prices, is also projected to increase by 0.2% in June, following a 0.1% rise in the previous month. On an annual basis, headline producer inflation is forecast to fall to 2.5% from 2.6% and the core producer inflation is expected to decrease to 2.7% from 3%.