美元/捷克克朗 (USDCZK) 加自选

周一，美国10年期国债收益率保持在4.33%附近，市场消化了唐纳德·特朗普总统关于全面互惠关税将于8月1日生效的确认。财政部长Scott Bessent早些时候表示，对于在4月2日之前尚未与美国达成贸易协议的国家，关税将恢复到该日期的水平，从而有更多时间进行谈判。到目前为止，只有中国、英国和越南与华盛顿达成了部分协议。周五，在强于预期的劳动力市场数据缓解了美联储降息的压力后，基准收益率大幅上涨。美国经济在6月份增加了14.7万个工作岗位，超过了预期，而5月和4月的数据被上调。与此同时，失业率意外降至4.1%，但工资增长放缓至0.2%，低于预期。

The yield on the US 10-year Treasury note held near 4.33% on Monday, as markets digested President Donald Trump’s confirmation that sweeping reciprocal tariffs will take effect on August 1. Treasury Secretary Scott Bessent earlier stated that tariffs would revert to April 2 levels for countries that haven’t reached a trade agreement with the US by that date, giving more time for negotiations. So far, only China, the UK, and Vietnam have struck partial deals with Washington. The benchmark yield had jumped on Friday after stronger-than-expected labor market data eased pressure on the Federal Reserve to cut interest rates. The US economy added 147,000 jobs in June, beating forecasts, while figures for May and April were revised higher. Meanwhile, the unemployment rate unexpectedly dipped to 4.1%, but wage growth softened to 0.2%, below expectations.

美国总统唐纳德·特朗普周日宣布，任何与金砖国家集团“反美政策”一致的国家都将面临额外10%的关税。特朗普在Truth Social上发帖称：“这项政策没有例外。感谢您对此事的关注！”。他没有详细说明他指的是什么具体的“反美政策”。金砖国家集团最初由巴西、俄罗斯、印度和中国组成，于2009年举行了第一次峰会，后来扩大到包括南非。2023年，欧盟欢迎埃及、埃塞俄比亚、伊朗、沙特阿拉伯、阿联酋和印度尼西亚成为新成员。特朗普还证实，4月份首次宣布的“互惠”关税将于8月1日对尚未与美国达成贸易协议的国家生效。

U.S. President Donald Trump announced Sunday that any country aligning with the "anti-American policies" of the BRICS bloc will face an additional 10% tariff. “There will be no exceptions to this policy. Thank you for your attention to this matter!” Trump posted on Truth Social. He did not elaborate on what specific "anti-American policies" he was referring to. The BRICS group—originally comprising Brazil, Russia, India, and China—held its first summit in 2009, later expanding to include South Africa. In 2023, the bloc welcomed Egypt, Ethiopia, Iran, Saudi Arabia, the UAE, and Indonesia as new members. Trump also confirmed that “reciprocal” tariffs—first announced in April—will take effect on August 1 for countries that have not reached a trade deal with the U.S.

美元在特朗普额外10%的关税威胁下取得进展。特朗普的推文以无害的方式开头：我很高兴地宣布，美国与世界各国的关税信函和/或协议将于7月7日星期一中午12:00（东部时间）开始交付。

USD gaining ground on Trump's extra 10% tariff threat.Trump's tweet's began harmlessly enough with: I am pleased to announce that the UNITED STATES TARIFF Letters, and/or Deals, with various Countries from around the World, will be delivered starting 12:00 P.M. (Eastern), Monday, July 7th.

周一，美元指数徘徊在97左右，在唐纳德·特朗普总统确认其全面互惠关税将于8月1日生效后保持稳定。财政部长Scott Bessent表示，届时尚未与美国达成贸易协议的国家的关税将恢复到4月2日的水平，这实际上给了贸易伙伴更多的时间来重新谈判条款。到目前为止，只有中国、英国和越南与华盛顿达成了某种形式的协议。上周，由于关税风险上升、财政担忧加剧以及美联储进一步降息的预期，美元跌至三年多来的最低水平。然而，强于预期的美国就业数据帮助缓解了这些担忧。6月份经济增加了14.7万个工作岗位，超过了11万个的预测，略高于5月份的14.4万个，缓和了对衰退的担忧，并减轻了美联储进一步降息的紧迫压力。

The US dollar index hovered around 97 on Monday, holding steady after President Donald Trump confirmed that his sweeping reciprocal tariffs will take effect on August 1. Treasury Secretary Scott Bessent stated the tariffs would revert to April 2 levels for countries that have not reached a trade agreement with the US by then, effectively giving trading partners more time to renegotiate terms. So far, only China, the UK, and Vietnam have secured some form of deal with Washington. Last week, the dollar fell to its lowest level in over three years, pressured by rising tariff risks, mounting fiscal concerns, and expectations of deeper Federal Reserve rate cuts. However, stronger-than-expected US jobs data helped ease those worries. The economy added 147,000 jobs in June, surpassing forecasts of 110,000 and slightly up from May’s 144,000, tempering recession fears and reducing immediate pressure on the Fed to lower rates further.