人名币汇率周报：欧洲央行开启降息，本周会迎来美联储降息吗？

I 2024611 20111290 Z0017101 5ISMJOLTSADP1045PMI5 7.20-7.30PMI 9 10CPI I 2024611 i 1. ......................................................................................... 1 1.1 .................................................................................... 1 1.2 ................................................................................. 4 1.2.1 ................................................................................................... 4 1.2.2 ................................................................................................... 6 1.2.3 ................................................................................................... 6 2. ................................................................................................ 7 2.1 - ........................................................................ 7 2.2 ............................................................................. 7 2.2.1 ............................................................................................ 7 2.2.2 ............................................................................................ 8 2.2.3 ...................................................................................... 10 2.2.4 .......................................................................................11 2.3 .......................................................................................11 2.3.1 ........................................................................11 2.3.2 .................................................................... 12 3. ....................................................................................... 13 3.1 ....................................................................... 13 3.2 .......................................................................................... 16 3.3 ................................................................ 18 ................................................................................................. 20 ........................................................................................................ 21 ...........................................................................................22 . ............................................................................................................... 23 ............................................................................................................ 23 I 2024611 ii 1.1.1 .................................................................................................. 1 1.1.1/610 .................................................................................................. 2 1.1.220246367 ..... 3 1.1.3 ..................................................................... 3 1.2.1/610 .......................................................................................................................... 5 2.1.1 ............................................................................................... 7 2.2.1 .......................................................... 7 2.2.2 .............................................................. 7 2.2.3 .......................................................... 8 2.2.4 ................................................................................ 9 2.2.5% ............................................................ 10 2.2.6 ................................................................... 10 2.2.7NDFUSDCNH ........................................................................ 11 2.2.8USDCNY25Delta% ......................... 11 2.3.1 ............................................. 12 2.3.2 ....................................................................... 12 2.3.3 ............................................. 12 2.3.4 ....................................................................... 12 3.3.12024.6.10-6.14 ................................ 18 1 ................................. 20 2% .................................................................. 21 I 2024611 iii 3 ................................................... 22 4Shibor% ............................................................................ 22 5SOFR% ............................................................................. 22 6% ................................................................................. 23 7 .................................................................................... 23 I 2024611 1 1. 1.1 20246367CFETSBISSDR6716:30 1.1.1 7.1088 7.1108 7.1083 7.1106 0.025% USDCNY 7.2440 7.2473 7.2426 7.2426 -0.019% USDCNH 7.2553 7.2580 7.2540 7.2565 0.017% 157.1865 156.6122 154.8612 156.6122 -0.365% 1.0848 1.0890 1.0807 1.0807 -0.380% 1.2736 1.2793 1.2725 1.2725 -0.089% 104.6912 104.9343 104.0771 104.9343 0.232% CFETS 99.79 —— —— 99.49 -0.301% (BIS) 105.53 —— ——