欧元/日元 (EURJPY) 加自选

零售额下降导致美元回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。低于预期的零售销售报告给美元带来了巨大压力。

U.S. Dollar Retreats As Retail Sales Fall: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The weaker-than-expected Retail Sales report put significant pressure on the American currency.

欧元微涨至1.05美元，达到1月下旬以来的最高水平，因为低于预期的美国零售销售报告重新点燃了人们对美联储可能在今年晚些时候降息的希望，尽管通胀担忧挥之不去。数据显示，由于恶劣的冬季天气和野火扰乱了消费者支出，美国1月份零售额大幅下降0.9%，远低于预期的0.1%。在其他地方，交易员评估了特朗普总统的贸易政策和当前地缘政治发展的影响。特朗普宣布了针对特定国家的互惠关税计划，最早将于4月生效，尽管市场仍谨慎乐观地认为谈判可能会避免其全面实施。此外，结束乌克兰战争的外交努力在慕尼黑继续进行，特朗普在与俄罗斯总统普京和乌克兰总统泽连斯基讨论后承诺加快和平谈判。

The euro edged higher toward $1.05, reaching its strongest level since late January, as a weaker-than-expected US retail sales report reignited hopes that the Federal Reserve could cut interest rates later this year despite lingering inflation concerns. The data revealed a sharp 0.9% drop in US retail sales for January, far worse than the expected 0.1% decline, as severe winter weather and wildfires disrupted consumer spending. Elsewhere, traders assessed the impact of President Trump’s trade policies and ongoing geopolitical developments. Trump announced plans for country-specific reciprocal tariffs, set to take effect as early as April, though markets remain cautiously optimistic that negotiations could avert their full implementation. Additionally, diplomatic efforts to end the war in Ukraine continued in Munich, with Trump pledging to accelerate peace talks following discussions with Russian President Putin and Ukrainian President Zelenskyy.

美元/日元——2025年2月14日。在美国通胀数据公布后，美元兑日元昨日设法上涨，而市场测试了154.80左右的下降趋势线。正如我们在日内图表上看到的那样，只要市场保持在154.80以下，就有可能出现一个接近152.50的交易区。

USD/JPY – 14.02.2025.USDJPY managed to advance yesterday after US Inflation figures, while the market tested a downtrend line around 154.80. As we see over the Intraday chart and as long as the market holds below 154.80, a chance for a trading zone toward 152.50 is likely.

意大利10年期BTP收益率为3.5%，投资者对美国宣布的互惠关税做出反应，并关注乌克兰和平谈判的进展。一夜之间，唐纳德·特朗普总统宣布了对美国贸易伙伴征收互惠关税的计划，尽管预计这些关税不会在4月之前生效，为谈判留下了空间。然而，欧盟批评此举是“朝着错误方向迈出的一步”，并警告称，欧盟将对不合理的贸易壁垒立即作出坚定回应。与此同时，结束乌克兰战争的谈判在慕尼黑继续进行，法国总统埃马纽埃尔·马克龙警告说，一项相当于“投降”的和平协议将“对包括美国在内的所有人来说都是坏消息”。

The yield on Italy’s 10-year BTP stood at 3.5% as investors reacted to the US announcement of reciprocal tariffs and monitored developments in Ukraine peace talks. Overnight, President Donald Trump announced plans to impose reciprocal tariffs on US trading partners, though they are not expected to take effect before April, leaving room for negotiations. However, the European Union criticized the move as “a step in the wrong direction” and warned it would respond firmly and immediately to unjustified trade barriers. Meanwhile, negotiations to end the war in Ukraine continued in Munich, with French President Emmanuel Macron cautioning that a peace deal amounting to “capitulation” would be “bad news for everyone,” including the US.