<h3 id="3ra2vr9e">特朗普攻击鲍威尔，美元回落</h3><p>就在投资者情绪因以色列 - 伊朗停火而恢复之际，特朗普总统再次震动市场，攻击美联储主席，重新引发了对中央银行独立性的担忧。</p><p>结果是美元再次遭到抛售，欧元（EUR=EBS）升至自 2021 年 11 月以来的最高水平，瑞士法郎（CHF=EBS）则达到十年来的最高点。</p><p>《华尔街日报》的一份报告称，特朗普考虑在 9 月就任命美联储主席鲍威尔的接替人，这可能会削弱鲍威尔在其任期内（直到明年 5 月）的权威。</p><p>特朗普多次批评鲍威尔未能降息，并在周三的最新攻击中称其 “糟糕”，削弱了投资者对美国中央银行独立制定政策的信心。</p><p>本月早些时候，特朗普公开考虑解雇鲍威尔，甚至幻想自己担任美联储主席，尽管他随后退缩了。</p><p>“我知道我会选择的三到四个人，” 特朗普在周三被问及是否在面试鲍威尔的接替人时对记者说道。</p><p>所有这些不确定性，加上特朗普混乱的贸易政策及其对经济增长的潜在威胁，给美元带来了压力，投资者寻求将资金转移到其他地方。</p><p>美元指数（=USD），衡量该货币相对于其他六种货币的表现，今年下跌了 10%，并有望连续第六个月下跌。上一次出现这样的情况是在 2017 年。</p><p>尽管 “卖掉美国” 的主题在过去几周有所减弱，正如美国股市创下历史新高所示，投资者仍然担心美元以及特朗普的关税政策可能对其产生的影响。</p><p>随着特朗普 7 月 9 日贸易协议的最后期限临近，特朗普的关税再次进入市场的视野。</p><p>在周四的亚洲交易中，期货显示欧洲股市开盘平淡。投资者将关注国防股，因为北约领导人支持特朗普要求的大幅增加国防开支。</p><p>企业界的大新闻是壳牌（SHEL.L）否认正在与英国竞争对手 BP（BP.L）进行收购谈判，此前《华尔街日报》周三报道称这两家石油巨头正在进行早期收购讨论。</p>

SHEL.WI

SHEL

<p>特朗普总统最近对美联储主席杰罗姆·鲍威尔的批评让市场感到不安，导致美元下跌，欧元和瑞士法郎上涨。特朗普的言论引发了对美联储独立性的担忧，并引发了关于鲍威尔可能被替换的猜测。今年美元指数下跌了 10%，标志着显著的下降。随着 7 月 9 日贸易协议截止日期的临近，投资者对特朗普的贸易政策也感到谨慎。与此同时，壳牌否认了关于可能收购 BP 的报道</p>

<p>Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p>
<div class="lb-trans"><p>欢迎来到路透社记者为您带来的实时市场报道之家。您可以通过 markets.research@thomsonreuters.com 与我们分享您的想法。</p>
</div><h3>MORNING BID: TRUMP PUNCHES AT POWELL, DOLLAR RECOILS</h3>
<div class="lb-trans"><h3>早间投标：特朗普攻击鲍威尔，美元回落</h3>
</div><p>Just as investor sentiment was recovering from the latest geopolitical jolt, buoyed by the Israel-Iran ceasefire, President Donald Trump rattled markets again with an attack on the Fed chair that revived worries over the central bank’s independence.</p>
<div class="lb-trans"><p>就在投资者情绪因以色列 - 伊朗停火而恢复之际，特朗普总统再次震动市场，攻击美联储主席，重新引发了对中央银行独立性的担忧。</p>
</div><p>The result has been another bout of dollar selling, which pushed the euro (EUR=EBS) to its strongest level since November 2021 and the Swiss franc (CHF=EBS) to its highest in a decade.</p>
<div class="lb-trans"><p>结果是美元再次遭到抛售，欧元（EUR=EBS）升至自 2021 年 11 月以来的最高水平，瑞士法郎（CHF=EBS）则达到十年来的最高点。</p>
</div><p>A report from the Wall Street Journal said Trump has toyed with the idea of naming Fed Chair Jerome Powell’s replacement as early as September, which could undermine Powell’s authority for the remainder of his term to next May.</p>
<div class="lb-trans"><p>《华尔街日报》的一份报告称，特朗普考虑在 9 月就任命美联储主席鲍威尔的接替人，这可能会削弱鲍威尔在其任期内（直到明年 5 月）的权威。</p>
</div><p>Trump has repeatedly chastised Powell for not cutting interest rates and said he was “terrible” in the latest attack on Wednesday, eroding investor faith in the U.S. central bank’s independence in setting policy.</p>
<div class="lb-trans"><p>特朗普多次批评鲍威尔未能降息，并在周三的最新攻击中称其 “糟糕”，削弱了投资者对美国中央银行独立制定政策的信心。</p>
</div><p>Earlier this month, Trump openly contemplated firing Powell and even mused about making himself the Fed chair, although he subsequently backed off.</p>
<div class="lb-trans"><p>本月早些时候，特朗普公开考虑解雇鲍威尔，甚至幻想自己担任美联储主席，尽管他随后退缩了。</p>
</div><p>“I know within three or four people who I’m going to pick,” Trump told reporters on Wednesday, when asked if he is interviewing candidates to replace Powell.</p>
<div class="lb-trans"><p>“我知道我会选择的三到四个人，” 特朗普在周三被问及是否在面试鲍威尔的接替人时对记者说道。</p>
</div><p>All that uncertainty, along with Trump’s chaotic trade policies and their potential threat to economic growth, have taken a toll on the U.S. dollar as investors look to move their money elsewhere.</p>
<div class="lb-trans"><p>所有这些不确定性，加上特朗普混乱的贸易政策及其对经济增长的潜在威胁，给美元带来了压力，投资者寻求将资金转移到其他地方。</p>
</div><p>The dollar index (=USD) , which measures the currency against six other units, is down 10% this year and on course for a sixth straight month in the red. The last time it had a run like this was in 2017.</p>
<div class="lb-trans"><p>美元指数（=USD），衡量该货币相对于其他六种货币的表现，今年下跌了 10%，并有望连续第六个月下跌。上一次出现这样的情况是在 2017 年。</p>
</div><p>While the “sell America” theme has faded somewhat in the past few weeks, as evidenced by U.S. stocks hitting record highs, investors remain worried about the dollar and how Trump’s tariff policies could affect it.</p>
<div class="lb-trans"><p>尽管 “卖掉美国” 的主题在过去几周有所减弱，正如美国股市创下历史新高所示，投资者仍然担心美元以及特朗普的关税政策可能对其产生的影响。</p>
</div><p>Trump’s tariffs are coming back onto the markets’ radar as the clock ticks down to his July 9 deadline for trade deals.</p>
<div class="lb-trans"><p>随着特朗普 7 月 9 日贸易协议的最后期限临近，特朗普的关税再次进入市场的视野。</p>
</div><p>In Thursday’s Asia trade, futures indicated a muted open for European stock markets. Investors will keep an eye on defence stocks after NATO leaders backed the big increase in defence spending that Trump had demanded.</p>
<div class="lb-trans"><p>在周四的亚洲交易中，期货显示欧洲股市开盘平淡。投资者将关注国防股，因为北约领导人支持特朗普要求的大幅增加国防开支。</p>
</div><p>The big news in the corporate world was Shell (SHEL.L) denying it was in talks to buy British rival BP (BP.L) , after the Wall Street Journal reported on Wednesday that the oil majors were in early discussions about a takeover.</p>
<div class="lb-trans"><p>企业界的大新闻是壳牌（SHEL.L）否认正在与英国竞争对手 BP（BP.L）进行收购谈判，此前《华尔街日报》周三报道称这两家石油巨头正在进行早期收购讨论。</p>
</div><p>Key developments that could influence markets on Thursday:</p>
<div class="lb-trans"><p>可能影响周四市场的关键发展：</p>
</div><p>Economic events: Germany Gfk consumer sentiment for July</p>
<div class="lb-trans"><p>经济事件：德国 7 月 Gfk 消费者信心指数</p>
</div><p>(Ankur Bannerjee)</p>
<div class="lb-trans"><p>（安库尔·班纳吉）</p>
</div>

Trump punches at Powell, dollar recoils

- 特朗普对美联储主席鲍威尔的攻击引发市场担忧。  
- 美元贬值，欧元和瑞士法郎升至多年高位。  
- 投资者关注特朗普的贸易政策及其对经济增长的影响。  

特朗普抨击鲍威尔，美元回落