欧元稳定在1.17美元左右，接近2021年8月以来的最高水平，投资者正在等待美欧贸易谈判的最新进展。欧盟计划本周与华盛顿敲定一项初步协议，以确保在8月1日的最后期限后获得10%的关税框架，同时继续就永久协议进行谈判。周二，有报道称，美国提议维持10%的基准关税，对飞机和烈酒等关键行业给予豁免。然而，尽管布鲁塞尔方面提出了要求，但华盛顿方面没有表现出将豁免范围扩大到汽车、钢铁、铝和制药等政治敏感行业的意愿。作为回应，欧盟正在准备对各种美国商品征收报复性关税，并警告说，如果没有达成协议，可能会采取额外措施，如出口管制和限制美国公司获得公共合同。与此同时，在货币政策方面，市场预计欧洲央行今年只会再降息一次。

The euro held steady around $1.17, near its highest level since August 2021, as investors awaited updates on US-EU trade negotiations. The European Union aims to finalize a preliminary agreement with Washington this week to secure a 10% tariff framework beyond the August 1 deadline, while talks toward a permanent deal continue. On Tuesday, reports surfaced that the US proposed maintaining a 10% baseline tariff, with exemptions for key sectors such as aircraft and spirits. However, Washington has shown no willingness to extend exemptions to politically sensitive industries, including cars, steel, aluminum, and pharmaceuticals, despite requests from Brussels. In response, the EU is preparing retaliatory tariffs on various US goods and has warned that additional measures—such as export controls and restrictions on US companies' access to public contracts—could follow if no deal is reached. Meanwhile, in monetary policy, markets are pricing in just one more rate cut from the ECB this year.