美元未能打破下跌趋势，但这场战斗还没有结束。自上周末以来，美元指数一直面临压力，在未能巩固在50天移动平均线以上并突破6月底的转折点（略低于99.0）后，回落至97.2。

Dollar Failed to Break Downtrend, But the Battle is Not Over Tet.The dollar index has been under pressure since the end of last week, falling back to 97.2 after failing to consolidate above the 50-day moving average and break through the turning point at the end of June, just below 99.0.

2025年6月，美国现房销售较上月下降2.7%，经季节性调整后的年率为393万套，低于5月的404万套，也低于市场预期的401万套。这标志着自2024年9月以来的最低销售速度，因为房价中位数攀升至435300美元，这是6月份有史以来的最高水平，也是连续第24年同比上涨。独栋住宅的销量下降了3%，至357万套，而公寓和合作公寓的销量稳定在36万套。从地区来看，东北部（-8%）、中西部（-4%）和南部（-2.2%）的销售额下降，但西部（1.4%）略有上升。

US existing-home sales fell 2.7% from the previous month to a seasonally adjusted annual rate of 3.93 million units in June 2025, down from 4.04 million in May and below market expectations of 4.01 million. This marked the lowest sales pace since September 2024, as the median home price climbed to $435,300, the highest ever recorded for June and the 24th consecutive year-over-year price increase. Sales of single-family homes declined by 3% to 3.57 million, while condominiums and co-ops held steady at 360,000 units. Regionally, sales dropped in the Northeast (-8%), Midwest (-4%), and South (-2.2%), but rose slightly in the West (1.4%).

美国股市周三走高，标准普尔500指数上涨0.3%，纳斯达克指数微涨0.1%，道琼斯指数上涨250多点。此前，标准普尔500指数连续几个交易日创下收盘新高。特朗普总统宣布与日本达成协议，将关税从25%降至15%后，贸易乐观情绪再次高涨，提振了投资者情绪。日本还承诺向美国投资5500亿美元，并向美国主要商品开放市场。此外，与菲律宾宣布了一项贸易协议，而与欧盟达成协议的希望越来越大。健康和工业板块表现最佳，而通信服务板块表现不佳。与此同时，财报季仍然是关注的焦点。Alphabet（-0.1%）、特斯拉（-0.5%）、T-Mobile（-0.2%）和IBM（0.9%）将在开盘后公布财报。德州仪器在发布疲软的盈利前景后暴跌11%，而AT&T尽管盈利超出预期，但仍下跌2.9%。

US stocks were higher on Wednesday, with the S&P 500 rising 0.3%, the Nasdaq edging up 0.1%, and the Dow Jones jumping more than 250 points. The gains followed fresh record closes for the S&P 500 in back-to-back sessions. Investor sentiment was buoyed by renewed trade optimism after President Trump announced a deal with Japan that would lower tariffs from 25% to 15%. Japan also committed to investing $550 billion in the US and opening its markets to key American goods. Additionally, a trade agreement with the Philippines was announced, while hopes are growing that a deal with the EU may soon be reached. Health and industrials were the top performing sectors while communication services underperformed. Meanwhile, earnings season remains in focus. Alphabet (-0.1%), Tesla (-0.5%), T-Mobile (-0.2%), and IBM (0.9%) are set to report after the opening bell. Texas Instruments plunged 11% after issuing a weak earnings outlook, while AT&T dropped 2.9% despite beating earnings expectations.

美国卢特尼克：日本协议可能成为欧盟贸易协议的典范。作为协议的一部分，日本将为这些项目提供资金。美国将选择融资项目。

US Lutnick: The Japan deal could be a model for an EU trade deal.Japanese will finance projects as part of deal. US will choose projects for financing.