欧元/美元、美元/日元和澳元/美元预测——美元试图回落。美元总体上继续出现一些抛售，但在周三凌晨，由于市场正试图确定美联储未来几个月的走势，美元正试图进行一点反击。

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Trying to Push Back.The US dollar continues to see a bit of selling overall, but it is trying to fight back a little in the early hours of Wednesday, as the markets are trying to determine where the Federal Reserve is heading over the next few months.

澳元/日元从96.65的日内高点回落，尽管风险情绪有利。澳元是周三避险时段表现最强劲的货币之一，兑避险货币日元走高。然而，澳元/日元的近期走势仍然看跌，自上周达到97.45的峰值以来，出现了一系列较低的高点，今天到目前为止，多头跌破96.60。

AUD/JPY pulls back from intra-day highs at 96.65, despite the favourable risk sentiment.The Australian Dollar is one of the strongest performers in a risk-off session on Wednesday and is trading higher against the safe-haven Japanese Yen. The immediate AUD/JPY trend, however, remains bearish, in a sequence of lower highs since peaking at 97.45 last week, and with bulls capped below 96.60 so far today.

标准普尔/澳交所200指数周三上涨0.7%，收于8737点，延续了前一交易日的涨幅，矿业和能源股领涨。在美国总统特朗普与日本达成贸易协议后，市场情绪得到提振，而美中贸易谈判在8月12日最后期限之前加强。在当地，最新数据显示，西太平洋银行领先指数在6月份放缓至0.03%，反映出由于大宗商品价格疲软和工作时间减少，势头减弱。现在的焦点转移到今天晚些时候公布的PMI数据，以了解7月份的商业状况。在企业新闻方面，能源股连续第五个交易日延续涨势，伍德赛德能源在第二季度强劲销售后上涨1.6%，至近一个月高点。交易员对路易斯安那液化天然气交易降低的风险反应积极。矿业板块也上涨1%，达到9个月高点，必和必拓（0.8%）、力拓（1%）和Fortescue（2.3%）均创下数月新高，这得益于中国宣布建造世界上最大的水电站大坝计划后，大宗商品需求的强劲。

The S&P/ASX 200 rose 0.7% to close at 8,737 on Wednesday, extending gains from the previous session, led by mining and energy stocks. Market sentiment was lifted after US President Trump struck a trade deal with Japan, while US–China trade talks intensified ahead of the August 12 deadline. Locally, latest data showed Westpac Leading Index slowed to 0.03% in June, reflecting weaker momentum due to softer commodity prices and reduced work hours. Focus now shifts to PMI data due later today for insight into July’s business conditions. In corporate news, energy stocks extended gains for a fifth session, with Woodside Energy up 1.6% to a near 1-month high after strong Q2 sales. Traders reacted positively to its reduced risk from the Louisiana LNG deal. The mining sector also rose 1% to a 9-month high, with BHP (0.8%), Rio Tinto (1%), and Fortescue (2.3%) all hitting multi-month highs, supported by stronger commodity demand after China announced plans for the world’s largest hydropower dam.

澳大利亚10年期政府债券收益率稳定在4.29%，停止了两天的下跌，因为投资者权衡了贸易发展的进展。唐纳德·特朗普总统宣布与日本达成贸易协议，包括对所有进口日本商品征收15%的关税，低于拟议的25%，这有助于缓解人们对贸易紧张局势加剧的担忧。在国内方面，澳大利亚储备银行7月份会议的纪要显示了7月份的谨慎立场，大多数成员认为，在四次会议上进行三次降息与其谨慎渐进的宽松战略不一致。相反，他们更愿意等待通胀持续放缓的更多证据。尽管如此，市场预计8月份降息的可能性接近100%，到年底，利率将触底至3.10%。投资者将密切关注澳大利亚储备银行行长米歇尔·布洛克周四的演讲，以获取有关政策前景的进一步线索，以及PMI预览数据，以获取对经济势头的新见解。

Australia’s 10-year government bond yield held steady at 4.29%, halting a two-day decline as investors weighed progress on trade developments. President Donald Trump announced a trade deal with Japan—including a 15% tariff on all imported Japanese goods, down from a proposed 25%—helping to allay fears of heightened trade tensions. On the domestic front, minutes from the Reserve Bank of Australia's July meeting showed a cautious stance in July, with most members arguing three cuts in four meetings was inconsistent with its strategy of easing in a cautious and gradual manner. Instead, they preferred to wait for more evidence of a sustained slowdown in inflation. Still, markets are pricing in nearly a 100% chance of a rate cut in August, with rates seen bottoming at 3.10% by year-end. Investors will be closely watching a speech by RBA Governor Michele Bullock on Thursday for further clues on policy outlook, as well as flash PMI readings for fresh insights into economic momentum.