<h3 id="3ra2vr9e">特朗普攻擊鮑威爾，美元回落</h3><p>就在投資者情緒因以色列 - 伊朗停火而恢復之際，特朗普總統再次震動市場，攻擊美聯儲主席，重新引發了對中央銀行獨立性的擔憂。</p><p>結果是美元再次遭到拋售，歐元（EUR=EBS）升至自 2021 年 11 月以來的最高水平，瑞士法郎（CHF=EBS）則達到十年來的最高點。</p><p>《華爾街日報》的一份報告稱，特朗普考慮在 9 月就任命美聯儲主席鮑威爾的接替人，這可能會削弱鮑威爾在其任期內（直到明年 5 月）的權威。</p><p>特朗普多次批評鮑威爾未能降息，並在週三的最新攻擊中稱其 “糟糕”，削弱了投資者對美國中央銀行獨立制定政策的信心。</p><p>本月早些時候，特朗普公開考慮解僱鮑威爾，甚至幻想自己擔任美聯儲主席，儘管他隨後退縮了。</p><p>“我知道我會選擇的三到四個人，” 特朗普在週三被問及是否在面試鮑威爾的接替人時對記者説道。</p><p>所有這些不確定性，加上特朗普混亂的貿易政策及其對經濟增長的潛在威脅，給美元帶來了壓力，投資者尋求將資金轉移到其他地方。</p><p>美元指數（=USD），衡量該貨幣相對於其他六種貨幣的表現，今年下跌了 10%，並有望連續第六個月下跌。上一次出現這樣的情況是在 2017 年。</p><p>儘管 “賣掉美國” 的主題在過去幾周有所減弱，正如美國股市創下歷史新高所示，投資者仍然擔心美元以及特朗普的關税政策可能對其產生的影響。</p><p>隨着特朗普 7 月 9 日貿易協議的最後期限臨近，特朗普的關税再次進入市場的視野。</p><p>在週四的亞洲交易中，期貨顯示歐洲股市開盤平淡。投資者將關注國防股，因為北約領導人支持特朗普要求的大幅增加國防開支。</p><p>企業界的大新聞是殼牌（SHEL.L）否認正在與英國競爭對手 BP（BP.L）進行收購談判，此前《華爾街日報》週三報道稱這兩家石油巨頭正在進行早期收購討論。</p>

SHEL.WI

SHEL

<p>特朗普總統最近對美聯儲主席傑羅姆·鮑威爾的批評讓市場感到不安，導致美元下跌，歐元和瑞士法郎上漲。特朗普的言論引發了對美聯儲獨立性的擔憂，並引發了關於鮑威爾可能被替換的猜測。今年美元指數下跌了 10%，標誌着顯著的下降。隨着 7 月 9 日貿易協議截止日期的臨近，投資者對特朗普的貿易政策也感到謹慎。與此同時，殼牌否認了關於可能收購 BP 的報道</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>歡迎來到路透社記者為您帶來的實時市場報道之家。您可以通過 markets.research@thomsonreuters.com 與我們分享您的想法。</p>
</div><h3>MORNING BID: TRUMP PUNCHES AT POWELL, DOLLAR RECOILS</h3>
<div class="lb-trans"><h3>早間投標：特朗普攻擊鮑威爾，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>就在投資者情緒因以色列 - 伊朗停火而恢復之際，特朗普總統再次震動市場，攻擊美聯儲主席，重新引發了對中央銀行獨立性的擔憂。</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>結果是美元再次遭到拋售，歐元（EUR=EBS）升至自 2021 年 11 月以來的最高水平，瑞士法郎（CHF=EBS）則達到十年來的最高點。</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>《華爾街日報》的一份報告稱，特朗普考慮在 9 月就任命美聯儲主席鮑威爾的接替人，這可能會削弱鮑威爾在其任期內（直到明年 5 月）的權威。</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>特朗普多次批評鮑威爾未能降息，並在週三的最新攻擊中稱其 “糟糕”，削弱了投資者對美國中央銀行獨立制定政策的信心。</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>本月早些時候，特朗普公開考慮解僱鮑威爾，甚至幻想自己擔任美聯儲主席，儘管他隨後退縮了。</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>“我知道我會選擇的三到四個人，” 特朗普在週三被問及是否在面試鮑威爾的接替人時對記者説道。</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>所有這些不確定性，加上特朗普混亂的貿易政策及其對經濟增長的潛在威脅，給美元帶來了壓力，投資者尋求將資金轉移到其他地方。</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>美元指數（=USD），衡量該貨幣相對於其他六種貨幣的表現，今年下跌了 10%，並有望連續第六個月下跌。上一次出現這樣的情況是在 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>儘管 “賣掉美國” 的主題在過去幾周有所減弱，正如美國股市創下歷史新高所示，投資者仍然擔心美元以及特朗普的關税政策可能對其產生的影響。</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>隨着特朗普 7 月 9 日貿易協議的最後期限臨近，特朗普的關税再次進入市場的視野。</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>在週四的亞洲交易中，期貨顯示歐洲股市開盤平淡。投資者將關注國防股，因為北約領導人支持特朗普要求的大幅增加國防開支。</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>企業界的大新聞是殼牌（SHEL.L）否認正在與英國競爭對手 BP（BP.L）進行收購談判，此前《華爾街日報》週三報道稱這兩家石油巨頭正在進行早期收購討論。</p>
</div><p>Key developments that could influence markets on Thursday:</p>
<div class="lb-trans"><p>可能影響週四市場的關鍵發展：</p>
</div><p>Economic events: Germany Gfk consumer sentiment for July</p>
<div class="lb-trans"><p>經濟事件：德國 7 月 Gfk 消費者信心指數</p>
</div><p>(Ankur Bannerjee)</p>
<div class="lb-trans"><p>（安庫爾·班納吉）</p>
</div>

Trump punches at Powell, dollar recoils

- 特朗普對美聯儲主席鮑威爾的攻擊引發市場擔憂。  
- 美元貶值，歐元和瑞士法郎升至多年高位。  
- 投資者關注特朗普的貿易政策及其對經濟增長的影響。  

特朗普抨擊鮑威爾，美元回落