美元/南非兰特 (USDZAR) 加自选

在7月联邦公开市场委员会利率决定之前看美国债券。市场刚刚收到ADP私人就业数据（104K对78000的估计）和美国年度GDP数据（3%对2.4%的预测），这两个数据都再次显示出最大经济体的强劲迹象。

A Look at US Bonds Ahead of the July FOMC Rate Decision.Markets have just received the data for both ADP Private Employment (104K vs 78K estimate) and the Annualized US GDP Data (3% vs 2.4% exp), with both showing strong signs for the largest Economy yet again.

美国待售房屋销售在2025年5月比上个月下降了0.8%，低于市场预期的0.3%的增长，而4月份的增长率为1.8%。中西部（-0.8%）、南部（-0.7%）和西部（-3.9%）的待售房屋销售额下降，但东北部（2.1%）的待购房屋销售额上升。NAR首席经济学家Lawrence Yun表示：“数据显示，尽管市场库存增加，但合同签约量仍在小幅下降。尽管东北地区的房价增长是全国最强劲的，但该地区的待售量仍在逐步增加。”

Pending home sales in the United States fell by 0.8% from the previous month in May of 2025, missing market expectations of a 0.3% increase and after a 1.8% rise in April. Pending sales declined in the Midwest (-0.8%), South (-0.7%), and West (-3.9%), but rose in the Northeast (2.1%). According to NAR Chief Economist Lawrence Yun, "The data shows a continuation of small declines in contract signings despite inventory in the market increasing. Pending sales in the Northeast increased incrementally even though home price growth in the region has been the strongest in the country."

美国哈塞特：GDP数据显示强劲增长。数据显示，进口商品价格下降。美联储非常依赖数据。

US Hassett: GDP data shows strong growth.Data shows imported goods prices dropped. Fed very data-dependent.

标准普尔500指数周三微涨0.1%，纳斯达克指数上涨0.3%，而道琼斯指数徘徊在平线附近，投资者等待美联储的政策决定并评估关键经济数据。人们普遍预计美联储将保持联邦基金利率不变，市场密切关注今年剩余时间的前景指引，尤其是在初步数据显示美国第二季度GDP增长强于预期的3%之后，这强化了经济有弹性的迹象。此外，ADP数据显示，7月份美国私营部门增加了10.4万个工作岗位，远高于7.5万个的预测。在贸易方面，特朗普总统宣布从8月1日起对印度征收25%的关税，并可能对俄罗斯能源进口进行进一步处罚。与此同时，微软和Meta将在收盘铃响后公布季度业绩。Visa在公布好于预期的业绩后上涨0.8%，而星巴克尽管报告其收入强于预期，但下跌超过1%。

The S&P 500 edged up 0.1% and the Nasdaq gained 0.3% on Wednesday, while the Dow Jones hovered near the flatline, as investors awaited the Fed’s policy decision and assessed key economic data. The Fed is widely expected to keep the federal funds rate unchanged, with markets closely watching for guidance on the outlook for the rest of the year—especially after preliminary data showed US GDP grew at a stronger-than-expected 3% in Q2, reinforcing signs of a resilient economy. In addition, ADP data showed the US private sector added 104K jobs in July, much higher than forecasts of 75K. On the trade front, President Trump announced a 25% tariff on India starting August 1st, with possible further penalties over Russian energy imports. Meanwhile, Microsoft and Meta are set to report quarterly results after the closing bell. Visa gained 0.8% after delivering better-than-expected results, while Starbucks fell more than 1% despite reporting stronger-than-expected revenue for its.