纽币/美元 (NZDUSD) 加自选

投资现场欧洲市场收市：日元在上田压力下下跌，美国期货继续走高。随着月底的临近，市场正忙于全面采取一些体面的行动。贸易头条新闻也继续占据主导地位，但其中大部分似乎已经在8月1日的最后期限之前解决了。

investingLive European markets wrap: Yen falls on Ueda presser, US futures keep higher.With month-end approaching, markets are keeping busy with some decent action all across the board. Trade headlines are also continuing to dominate but most of it seems to be settled already ahead of the 1 August deadline.

2025年7月，美国雇主宣布裁员62075人，比6月的47999人增加29%，比去年同月宣布的25885人增加140%。7月份的裁员人数也远高于疫情以来本月的平均水平。Challenger，Gray&Christmas高级副总裁兼劳工专家Andrew Challenger表示：“我们看到DOGE实施的联邦预算削减不仅影响政府，还影响非营利组织和医疗保健。上个月，人工智能被引用了10000多个削减，今年关税问题影响了近6000个工作岗位。”。今年到目前为止，各公司已宣布裁员806383人，这是自2020年宣布1847696人以来的最高水平。“狗的影响”仍然是2025年裁员公告的主要原因，今年迄今为止有289679人计划裁员。

US-based employers announced 62,075 job cuts in July 2025, up 29% from June’s 47,999 and up 140% from 25,885 announced in the same month last year. July’s job cuts were also well above average for this month since the pandemic. “We are seeing the Federal budget cuts implemented by DOGE impact non-profits and healthcare in addition to the government. AI was cited for over 10,000 cuts last month, and tariff concerns have impacted nearly 6,000 jobs this year,” said Andrew Challenger, Senior Vice President and labor expert for Challenger, Gray & Christmas. So far this year, companies have announced 806,383 job cuts, the highest year-to-date since 2020 when 1,847,696 were announced. “DOGE Impact” remains the leading reason for job cut announcements in 2025, cited in 289,679 planned layoffs so far this year.

特朗普在利率保持不变后再次抨击美联储主席鲍威尔。美国总统唐纳德·特朗普周四再次批评美联储主席杰罗姆·鲍威尔，此前一天，美联储以9比2的投票结果维持利率稳定。

Trump again slams Fed chair Powell after rates hold.U.S. President Donald Trump again criticised Federal Reserve Chairman Jerome Powell on Thursday, a day after the U.S. central bank held interest rates steady in a 9-2 vote.

美联储和美国数据公布后，利率预期有何变化？。最值得注意的是美联储的重新定价。市场减少了对9月份降息的押注，目前降息的可能性为40%。

How have interest rates expectations changed after the Fed and the US data?.The most notable repricing was seen with the Fed. The market trimmed bets on the September cut which is now at 40% probability.