在下午的交易中，美国股市从周一的历史高点回落，因为投资者消化了一波企业盈利和新的贸易发展。标普500指数徘徊在平线附近，纳斯达克指数下跌0.4%，道琼斯指数上涨100多点，在Alphabet和特斯拉发布关键盈利报告之前，大型科技公司和芯片制造商面临压力。英伟达（-2%）和博通（-3.3%）均下跌，而洛克希德·马丁（-8.6%）和菲利普·莫里斯（-7.4%）在令人失望的业绩后大幅下跌。通用汽车（-7.2%）也警告称，在第二季度下降32%后，与关税相关的利润将受到更严重的打击，突显出投资者对贸易政策影响的担忧。在贸易方面，特朗普总统宣布与菲律宾达成一项涉及19%关税的协议，尽管马尼拉方面尚未确认。与此同时，美国财政部长斯科特·贝森特表示，美国可能会延长与中国的关税最后期限，并计划下周在斯德哥尔摩会见中国官员。

In the afternoon session, US stocks pulled back from Monday’s record highs as investors digested a wave of corporate earnings and fresh trade developments. The S&P 500 hovered near the flatline, the Nasdaq fell 0.4%, and the Dow rose over 100 points, with megacap tech names and chipmakers under pressure ahead of key earnings reports from Alphabet and Tesla. Nvidia (-2%) and Broadcom (-3.3%) both declined, while Lockheed Martin (-8.6%) and Philip Morris (-7.4%) dropped sharply after disappointing results. General Motors (-7.2%) also warned of deeper tariff-related profit hits after a 32% Q2 decline, underscoring investor concerns around the impact of trade policy. On the trade front, President Trump announced a deal with the Philippines involving a 19% tariff rate, though confirmation from Manila is pending. Meanwhile, Treasury Secretary Scott Bessent said the US will likely extend its tariff deadline with China and plans to meet Chinese officials next week in Stockholm.

欧元/日元暂停，因美国贸易谈判仍在继续，欧洲央行的决定即将到来。周二，欧元兑日元汇率窄幅波动，因为美国与其主要伙伴之间的贸易紧张局势仍是焦点。

EUR/JPY pauses as US trade negotiations continue, ECB decision nears.The Euro (EUR) is trading in a tight range against the Japanese Yen (JPY) on Tuesday as trade tensions between the United States and its key partners remain a central focus.

特朗普将住房问题归咎于美联储的鲍威尔没有降息。周二，美国总统唐纳德·特朗普在与菲律宾总统邦邦邦·马科斯会晤时，借此机会进一步抨击了美联储主席杰罗姆·鲍威尔。特朗普总统花了数周时间使白宫正常化，公开批评美联储，并试图破坏美国央行的政治自主权，他正在努力继续为自己绕过美国法律的企图辩护，这些法律阻止他在谁管理美联储以及他们做什么方面拥有发言权。

Trump blames housing problems on Fed's Powell not cutting rates.United States (US) President Donald Trump took the opportunity to lash out further at Federal Reserve (Fed) Chair Jerome Powell on Tuesday during a meeting with Philippines President Bongbong Marcos. Having spent weeks normalizing the White House openly criticizing the Fed and attempting to undermine the US central bank's political autonomy, President Trump is working hard to continue justifying his attempts to circumvent US laws that prevent him from having a say in both who runs the Fed, and what they do.

欧盟-美国贸易协议是欧元兑美元汇率的下一个主要催化剂。8月1日，欧盟与美国达成贸易协议的最后期限越来越近。达成协议有几个主要障碍。

EU-US Trade Deal the Next Major Catalyst for EUR to USD Rate.The August 1st deadline for a EU-US trade deal is getting closer. There are several major barriers to a deal.