欧元/美元、美元/日元和澳元/美元预测——美元再次走强。美元继续显示出复苏的迹象，因为市场正试图重新评估美联储近期降息的可能性。此时，美元已经超卖，市场正在恢复平衡。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Strengthening Again.The US dollar continues to show signs of life, as the market is trying to reevaluate the chances of the Federal Reserve cutting rates anytime soon. At this point, the USD has been oversold, and the market is coming back into equilibrium.

澳元因疲软的劳动力数据而面临更大压力。周四亚洲/欧洲早盘，澳元兑美元下跌近1%，受令人失望的劳动力数据拖累。

Australian Dollar Came Under Increased Pressure from Weak Labor Data.Australian dollar fell almost 1% against its US counterpart during Asian / early European session on Thursday, deflated by disappointing labor data.

澳元因软就业报告而下跌，美国零售销售迫在眉睫。周四澳元大幅下跌。在欧洲市场，澳元/美元交易价格为0.6467，当日下跌0.93%。

Australian Dollar Sinks on Soft Employment Report, US Retail Sales Loom.The Australian dollar is sharply lower on Thursday. In the European session, AUD/USD is trading at 0.6467, down 0.93% on the day.

周四，标准普尔/澳交所200指数上涨0.9%，收于8637点，创下历史新高，主要银行股上涨，此前疲软的劳动力数据提振了人们对澳大利亚储备银行8月份降息的预期。澳大利亚6月份的失业率上升至4.3%，为2021年底以来的最高水平，仅增加了2000个工作岗位，远低于预测的2万个。疲软的劳动力市场印刷品增加了经济放缓的证据，加强了政策放松的理由。在本月早些时候澳大利亚储备银行以需要更多持续通货紧缩的证据为由保持稳定后，市场现在认为8月份会议上有90%的机会放松。该指数也跟随华尔街的积极领先，此前美国总统特朗普表示无意罢免美联储主席鲍威尔，缓解了人们对央行独立性的担忧。在企业方面，金融股上涨1.3%，四大银行上涨1%至1.6%，这得益于对较低利率将提振信贷需求和盈利能力的乐观情绪。房地产股也上涨1.4%，古德曼集团领涨（1%）。

The S&P/ASX 200 jumped 0.9% to a record close of 8,637 on Thursday, driven by gains in major banks after soft labor data boosted expectations of an RBA rate cut in August. Australia’s jobless rate rose to 4.3% in June, the highest since late 2021, with only 2,000 jobs added—well below the forecast 20,000. The soft labor market print added to evidence of a slowing economy, strengthening the case for policy easing. Markets now price in a 90% chance of easing at the August meeting, after the RBA held steady earlier this month, citing the need for more evidence of sustained disinflation. The index also followed Wall Street’s positive lead after US President Trump signaled no intention to remove Fed Chair Powell, easing concerns over central bank independence. On the corporate side, financials rose 1.3%, with the Big Four banks up 1% to 1.6%, supported by optimism that lower rates will boost credit demand and profitability. Real estate stocks also advanced 1.4%, led by Goodman Group (1%).