周二，10年期美国国债收益率在连续三个交易日上涨后保持在4.33%以上，投资者正在等待美联储年度杰克逊霍尔研讨会及其7月份会议纪要的发布。来自世界各地的央行行长和政策制定者将于本周晚些时候在怀俄明州召开会议，讨论劳动力市场趋势，而交易员则在寻找未来利率走势的信号。美联储主席杰罗姆·鲍威尔也有望就经济前景和美联储的政策框架发表讲话。与此同时，人们的注意力转向了7月份的联邦公开市场委员会会议纪要，其中多位理事自1993年底以来首次表示反对。美联储官员米歇尔·鲍曼和克里斯托弗·沃勒支持降息25个基点，反对多数人保持稳定的决定。在数据方面，市场将分析即将发布的住房开工、房屋销售和失业救济申请报告，以及美国主要零售商的收益，以了解消费者实力。

The yield on the 10-year US Treasury note held above 4.33% on Tuesday after rising for three consecutive sessions, as investors awaited the Federal Reserve’s annual Jackson Hole symposium and the release of its July meeting minutes. Central bankers and policymakers from around the world will convene in Wyoming later this week to discuss labor market trends, while traders look for signals on the future path of interest rates. Fed Chair Jerome Powell is also expected to deliver remarks on the economic outlook and the Fed’s policy framework. Meanwhile, attention is turning to the July FOMC minutes, where multiple governors dissented for the first time since late 1993. Fed officials Michelle Bowman and Christopher Waller favored a quarter-point rate cut against the majority decision to hold steady. On the data front, markets will parse upcoming reports on housing starts, home sales and jobless claims, alongside earnings from major US retailers for insights into consumer strength.

周二，美元指数攀升至98.2以上，延续了前一交易日的涨幅，因为投资者专注于唐纳德·特朗普总统与欧洲领导人之间旨在结束乌克兰战争的关键峰会。在会谈中，特朗普讨论了基辅的潜在安全保障，并宣布了俄罗斯和乌克兰领导人的后续会议，他稍后将出席。乌克兰总统弗拉基米尔·泽连斯基表示，作为保证的一部分，乌克兰已提出购买价值约900亿美元的美国武器，细节预计将在十天内敲定。在货币政策方面，市场也在期待美联储本周晚些时候举行的年度杰克逊霍尔研讨会，以获取利率走势的信号。美联储主席杰罗姆·鲍威尔计划讨论经济前景和央行的政策框架。美元兑欧元和日元创下最强劲的涨幅。

The dollar index climbed above 98.2 on Tuesday, extending the previous session’s gains as investors focused on a pivotal summit between President Donald Trump and European leaders aimed at ending the war in Ukraine. During the talks, Trump discussed potential security guarantees for Kyiv and announced follow-up meetings involving Russian and Ukrainian leaders, which he will later on attend. Ukrainian President Volodymyr Zelenskiy said Ukraine has offered to purchase about $90 billion worth of US weapons as part of the guarantees, with details expected to be finalized within ten days. On the monetary policy front, markets are also looking ahead to the Federal Reserve’s annual Jackson Hole symposium later this week for signals on the path of interest rates. Fed Chair Jerome Powell is scheduled to discuss the economic outlook and the central bank’s policy framework. The dollar recorded its strongest gains against the euro and the yen.

美国总统唐纳德·特朗普周一宣布了俄罗斯总统弗拉基米尔·普京和乌克兰总统弗拉基米尔·泽连斯基未来会晤的计划。此前，在华盛顿特区举行高级别会谈后，他与普京通了电话。泽连斯基、欧盟委员会主席乌尔苏拉·冯德莱恩、北约领导人马克·吕特以及英国、法国、意大利、德国和芬兰领导人参加了此次多边会晤。特朗普发帖称：“每个人都对俄罗斯/乌克兰实现和平的可能性感到非常高兴。”他说，在普京-泽连斯基会晤之后，他将举行一次三方会谈，由副总统J.D.万斯、国务卿马尔科·卢比奥和特使史蒂夫·威特科夫协调后勤工作。特朗普指出，“普京总统同意俄罗斯将接受乌克兰的安全保障”，称这是谈判的关键问题。他补充道：“我认为欧洲国家将承担很大的负担。我们将帮助他们。我们将使其非常安全。”

U.S. President Donald Trump announced Monday plans for a future meeting between Russia’s Vladimir Putin and Ukraine’s Volodymyr Zelensky, following a phone call with Putin after high-level talks in Washington, D.C. The multilateral meeting included Zelensky, EU Commission head Ursula von der Leyen, NATO’s Mark Rutte, and leaders from Britain, France, Italy, Germany, and Finland. Trump posted: “Everyone is very happy about the possibility of PEACE for Russia/Ukraine.” He said a trilateral session involving himself would follow the Putin-Zelensky meeting, with Vice President J.D. Vance, Secretary of State Marco Rubio, and envoy Steve Witkoff coordinating logistics. Trump noted, “President Putin agreed that Russia would accept security guarantees for Ukraine,” calling it a key issue for negotiation. He added, “I think the European nations are going to take a lot of the burden. We’re going to help them. And we’re going to make it very secure.”

美国股指期货在经历了前一交易日的震荡后，周二几乎没有变化。周一，标准普尔500指数跌破平线，道琼斯指数下跌近0.1%，纳斯达克综合指数微涨0.03%。与此同时，投资者正在关注白宫的事态发展，唐纳德·特朗普总统在白宫会见了乌克兰总统弗拉基米尔·泽连斯基和欧洲领导人，以制定与俄罗斯的潜在和平协议。在企业新闻方面，英特尔公司表现最差，下跌3.7%，此前有报道称特朗普政府正在考虑持有该芯片制造商10%的股份。与此同时，投资者现在正在等待家得宝、塔吉特和沃尔玛等主要零售商的收益。随着投资者越来越期待9月降息，美联储主席杰罗姆·鲍威尔在本周晚些时候杰克逊霍尔研讨会上的评论以及美联储最新会议的纪要也将受到密切关注。

US stock futures were little changed on Tuesday after a choppy trading in the previous session. On Monday, the S&P 500 slipped just below the flatline and the Dow lost nearly 0.1%, while the Nasdaq Composite inched up 0.03%. This came as investors monitored developments in the White House, where President Donald Trump met with Ukrainian President Volodymyr Zelenskiy and European leaders to map out a potential peace deal with Russia. In corporate news, Intel Corp. was among the worst performers, falling 3.7% after reports that the Trump administration is considering a 10% stake in the chipmaker. Meanwhile, investors now await earnings from major retailers, including Home Depot, Target, and Walmart. Comments from Federal Reserve Chair Jerome Powell at the Jackson Hole Symposium later this week, along with minutes from the Fed’s latest meeting, will also be closely watched as investors increasingly expect a rate cut in September.