Forexlive美洲外汇新闻摘要7月8日：由于市场继续消化关税，美元涨跌互现。澳元兑美元是最大的推动因素，因为交易员对澳大利亚储备银行保持利率不变的决定做出了反应。预期下降25个基点。

Forexlive Americas FX news wrap 8 Jul: USD mixed as markets continued to digest tariffs.The AUDUSD was the biggest mover as traders reacted to the RBA's decision to keep rates unchanged. The expectation was for a decline of 25 basis points.

周二，美国股市几乎没有变化，因为投资者消化了特朗普总统关于关税的相互矛盾的信号。在最初将全面的“解放日”关税推迟到8月1日后，特朗普改变了主意，宣布不会再延期，这给已经动荡的贸易环境增添了混乱。标准普尔500指数和纳斯达克指数收盘接近平线，道琼斯指数下跌165点。市场对特朗普宣布对铜进口征收50%的高额关税反应强烈，导致铜期货飙升超过10%，并提振了自由港麦克莫兰和南方铜业等生产商的股价。与此同时，在特朗普暗示对外国制造的药品征收200%的关税，但建议有一年的宽限期后，制药股下跌。特斯拉上涨1.3%，而亚马逊在其扩大的Prime Day开始时下跌1.8%。投资者正在等待美联储周三公布的6月会议纪要和达美航空公司本周晚些时候的收益。

Stocks in the US were little changed on Tuesday as investors digested conflicting signals from President Trump regarding tariffs. After initially delaying the return of sweeping "Liberation Day" duties to August 1, Trump reversed course and declared there would be no further extensions, adding confusion to an already volatile trade environment. The S&P 500 and the Nasdaq closed near the flat line, while the Dow slipped 165 points. Markets reacted sharply to Trump's announcement of a steep 50% tariff on copper imports, sending copper futures surging over 10% and lifting shares of producers like Freeport-McMoran and Southern Copper. Meanwhile, pharmaceutical stocks pared gains after Trump hinted at a 200% tariff on foreign-made drugs but suggested a one-year grace period. Tesla rose 1.3%, while Amazon slipped 1.8% as its expanded Prime Day began. Investors are awaiting Wednesday’s release of the Fed’s June meeting minutes and earnings from Delta Air Lines later in the week.

2025年5月，美国消费信贷总额增长了51亿美元，与4月份的101.7亿美元增长相比大幅放缓，远低于市场预期的110亿美元增长。包括信用卡在内的循环信贷年增长率为3.2%，表明消费者支出适度强劲。非循环信贷（包括汽车和学生贷款）以2.8%的年增长率增长，表明对长期借款的需求持续但疲软。

Total US consumer credit rose by $5.1 billion in May 2025, slowing sharply from a $10.17 billion increase in April and falling well below market expectations of an $11 billion gain. Revolving credit, which includes credit cards, grew at an annual rate of 3.2%, indicating moderate strength in consumer spending. Nonrevolving credit—covering auto and student loans—expanded at a 2.8% annual pace, pointing to continued but subdued demand for longer-term borrowing.

周二，随着投资者权衡特朗普总统的关税威胁与进一步谈判的希望，美国股市难以获得牵引力。标准普尔500指数在持平线附近徘徊，道琼斯指数下跌100多点，纳斯达克100指数在周一大幅抛售后上涨0.2%。特朗普重申，对包括日本和韩国在内的14个国家征收25%至40%的新关税将于8月1日生效，尽管此前曾暗示最后期限可能会改变。相互矛盾的信号增加了投资者的不确定性，许多人希望即将举行的谈判可能会避免更广泛的贸易冲突。与此同时，能源等行业上涨，银行和太阳能股拖累整体表现。在企业新闻方面，英伟达（+1%）的估值逐渐接近4万亿美元，而亚马逊（-1.4%）在Prime Day开始时下跌。市场还展望了美联储6月份的会议纪要和本周晚些时候财报季的非正式开始。

US Equities struggled for traction on Tuesday as investors weighed President Trump’s tariff threats against hopes for further negotiations. The S&P 500 hovered near the flat line, the Dow was down over 100 points, and the Nasdaq 100 ticked up 0.2%, following Monday’s steep sell-off. Trump reiterated that the new 25% to 40% tariffs on 14 countries, including Japan and South Korea, would take effect August 1, despite previously suggesting the deadline could shift. The conflicting signals added to investor uncertainty, with many holding out hope that upcoming talks might avert a broader trade conflict. Meanwhile, sectors such as energy gained, while banks and solar stocks weighed on broader performance. In corporate news, Nvidia (+1%) inched closer to a $4 trillion valuation, while Amazon (-1.4%) fell as Prime Day kicked off. Markets also looked ahead to the Fed's June meeting minutes and the unofficial start of earnings season later in the week.