周四，离岸人民币兑美元汇率突破7.14，连续第五个交易日上涨，这得益于美元走软。随着市场加大对美联储降息的预期，美元持续面临压力，9月份降息25个基点的可能性从一周前的82%上升到89%左右。此前，特朗普总统采取了一项有争议的举措，罢免了美联储理事丽莎·库克，同时纽约联储主席约翰·威廉姆斯的评论表明，政策制定者正在积极考虑降息。在中国，投资者现在正密切关注周末公布的PMI数据，以获得有关该国经济前景的更明确信号，尤其是在美中贸易关系持续存在不确定性的情况下。在最近的一项发展中，特朗普警告说，中国必须向美国供应稀土磁铁，否则将面临高达200%的关税，而北京对其在该行业的主导地位越来越敏感。

The offshore yuan strengthened past 7.14 per dollar on Thursday, marking its fifth consecutive session of gains, buoyed by a weakening greenback. The US dollar came under sustained pressure as markets ramped up expectations of interest rate cuts by the Federal Reserve, with the odds of a 25 bps cut in September rising to around 89%, from 82% just a week ago. This followed a controversial move by President Trump to remove Fed Governor Lisa Cook, alongside comments from New York Fed President John Williams indicating that policymakers are actively considering a rate cut. In China, investors are now closely watching PMI data due over the weekend for clearer signals on the country's economic outlook, especially amid lingering uncertainty over US-China trade relations. In a recent development, Trump warned that China must supply the US with rare-earth magnets or face tariffs of up to 200%, while Beijing has become increasingly sensitive about its dominance in the sector.