美元/墨西哥比索 (USDMXN) 加自选

特朗普在欧洲的魅力攻势引发美元雷霆。一项旨在稳定跨大西洋关系的贸易协议正在货币市场上产生一个非常意想不到的结果：美元飙升，欧元遭受重创。周一，美元指数（DXY）上涨1%，为两个多月来的最佳单日表现，因为投资者吸收了唐纳德·特朗普总统和欧盟委员会主席乌尔苏拉·冯德莱恩周末达成的美欧贸易协定的细节。

Trump's Charm Offense In Europe Unleashes Dollar Thunder.A trade deal designed to stabilize transatlantic relations is delivering a very unexpected outcome in currency markets: a surging U.S. dollar and a battered euro. On Monday, the U.S. dollar index (DXY) jumped 1%, its best single-day performance in over two months, as investors absorbed the details of the U.S.-EU trade agreement struck by President Donald Trump and European Commission President Ursula von der Leyen over the weekend.

周一，美国股市几乎没有变化，因为投资者消化了一项新的美欧贸易协定，并展望了充满盈利报告和关键经济数据的繁忙一周。标准普尔500指数收盘微涨，创下历史新高，纳斯达克100指数上涨0.3%，延续其历史收盘点位，而道琼斯指数下跌64点。特朗普总统公布了与欧盟的一项关税协议，设定了15%的基准，低于之前威胁的30%，因为延长美中停战的希望也在增加。尽管贸易紧张局势有所缓解，但由于关税对更广泛经济影响的持续不确定性，市场情绪仍然谨慎。能源股领涨，埃克森美孚上涨1%，雪佛龙上涨0.9%，而材料股跌幅最大。现在，人们的注意力转向了主要科技巨头Meta、微软、苹果和亚马逊的收益，以及美联储周三的政策会议，投资者将密切关注9月份可能降息的任何迹象。

US stocks were little changed on Monday as investors digested a new US-EU trade agreement and looked ahead to a busy week filled with earnings reports and key economic data. The S&P 500 finished slightly higher at record levels, the Nasdaq 100 added 0.3% to extend its record close, while the Dow slipped 64 points. President Trump unveiled a tariff deal with the EU, setting a 15% baseline—down from the previously threatened 30%—as hopes for an extended US-China truce also grew. Despite easing trade tensions, market sentiment remained cautious due to continued uncertainty over the broader economic impact of tariffs. Energy stocks led sector gains, with Exxon Mobil up 1% and Chevron advancing 0.9%, while materials lagged with the steepest losses. Attention now shifts to earnings from major tech giants—Meta, Microsoft, Apple, and Amazon—as well as the Federal Reserve's policy meeting on Wednesday, where investors will be watching closely for any hints of a potential rate cut in September.

等待游戏：美联储保持稳定，但并非所有人都同意。预计联邦公开市场委员会本周将保持其政策利率在4.25%-4.50%的范围内不变。

Waiting Game: Fed Holds Steady, But Not Everyone's on Board.The FOMC is expected to leave its policy rate unchanged in the 4.25%–4.50% range this week.

美国股市在下午交易中基本持平，因为投资者权衡了新的美欧贸易协定，并为数据密集、收益丰厚的一周做好了准备。标准普尔500指数徘徊在历史高点附近，纳斯达克指数上涨0.2%，道琼斯指数小幅下跌。特朗普总统宣布与欧盟达成关税协议，设定15%的基准，低于此前威胁的30%，而美中贸易休战的希望也得到了推动。尽管如此，由于关税更广泛影响的不确定性挥之不去，市场热情仍然低迷。能源板块领涨，埃克森美孚上涨0.9%，雪佛龙上涨0.6%。相比之下，材料板块表现不佳，跌幅最大。投资者现在将注意力转向主要科技公司Meta、微软、苹果和亚马逊的收益，以及周三的美联储会议，预计利率将保持不变，但9月可能降息的指导将受到密切关注。

US equities were mostly flat in afternoon trading as investors weighed a new US-EU trade agreement and prepared for a data-heavy, earnings-packed week. The S&P 500 hovered near record highs, the Nasdaq rose 0.2%, and the Dow edged slightly lower. President Trump announced a tariff deal with the EU setting a 15% baseline, down from the previously threatened 30%, while hopes for a US-China trade truce also gained traction. Still, market enthusiasm remained subdued amid lingering uncertainty over the broader impact of tariffs. Energy led sector gains, with Exxon Mobil up 0.9% and Chevron rising 0.6%. In contrast, materials underperformed, logging the biggest sector decline. Investors now turn their attention to earnings from major tech names—Meta, Microsoft, Apple, and Amazon—as well as Wednesday’s Federal Reserve meeting, where rates are expected to remain unchanged but guidance on a possible September cut will be closely watched.