欧元/美元、美元/日元和澳元/美元预测——周五早盘美元小幅反弹。尽管美联储仍有望降息，但美元继续对许多负面因素进行反击。换句话说，目前外汇市场正在发生一些事情。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Rallies Slightly in Early Friday Trading.The US dollar continues to fight back against a lot of negativity, despite the fact that the Federal Reserve is still expected to cut rates. In other words, something is afoot in the Forex markets at the moment.

中国股市反弹提振市场情绪，澳元汇率居前，美元等待个人消费支出数据。澳元和新西兰元是迄今为止外汇交易中表现最好的，这得益于中国股市的持续飙升。随着当地市场即将迎来近一年来最大的月度涨幅，风险情绪蔓延到地区货币，为澳元和新西兰元带来了一些新的动力。

Aussie Tops FX as China Rally Lifts Mood, Dollar Awaits PCE Data.Aussie and Kiwi are the top performers in FX trading on today so far, supported by the continued surge in Chinese equities. With the local market on course for its biggest monthly rise in nearly a year, risk sentiment spilled into regional currencies, giving both Australian and New Zealand Dollars some fresh momentum.

澳元上涨，P加拿大央行 计划扩大消费，等待美国个人消费支出。澳元（AUD）兑美元（USD）在经历了三天的上涨后，周五几乎没有波动。然而，澳元/美元可能会进一步升值，因为美元可能会在围绕美联储（Fed）政策前景的鸽派情绪中挣扎。

Australian Dollar rises as PBoC plans to expand consumption, US PCE awaited.The Australian Dollar (AUD) moves little against the US Dollar (USD) on Friday, following three days of gains. However, the AUD/USD may further appreciate as the US Dollar (USD) could struggle amid renewed dovish sentiment surrounding the Federal Reserve (Fed) policy outlook.

周五，澳大利亚10年期政府债券收益率在前一交易日下跌后稳定在4.29%，投资者继续评估储备银行的货币政策前景。本周早些时候，数据显示，7月份消费者价格涨幅超过预期，抑制了下个月即将降息的希望。市场目前预计，在2025年剩余时间里，额外宽松政策的幅度仅为34个基点左右。通胀数据公布的前一天，澳大利亚储备银行发布了最新会议纪要，重申只要通胀继续按照其预测放缓，央行对进一步降息持开放态度。注意力现在将转移到下周的第二季度GDP报告上，该报告将提供有关经济实力的进一步见解，并可能影响澳大利亚储备银行的下一步行动。在全球方面，投资者现在正在等待当天晚些时候公布的美国个人消费支出价格指数，以获得有关美联储利率轨迹的更多线索。

Australia’s 10-year government bond yield steadied at 4.29% on Friday after falling in the previous session, as investors continued to assess the Reserve Bank’s monetary policy outlook. Earlier in the week, data showed that consumer prices in July jumped by more than expected, dampening hopes for an imminent rate cut next month. Markets are now pricing in only around 34bps of additional easing for the remainder of 2025. The inflation figures came a day after the release of the RBA’s latest meeting minutes, which reiterated the central bank’s openness to further interest rate cuts, provided inflation continued to ease in line with its forecasts. Attention will now shift to next week’s second-quarter GDP report, which will provide further insights on the strength of the economy and may influence the RBA’s next moves. On the global front, investors are now awaiting the release of the US PCE price index later in the day for more cues on the Federal Reserve's interest rate trajectory.