外汇 · 外汇快报 央行言论正在驱动市场

关键论点

• 美元强势受美国利差驱动，美联储鹰派且美债收益率处于2007年以来最高。
• 尽管欧洲央行9月加息，欧元/美元仍承压，因拉加德仅释放温和回应信号。
• 伊朗-美国冲突、特朗普-习近平峰会以及油价高于100美元等地缘风险令避险情绪高企。
• 北欧与瑞士央行立场分化：挪威加息，瑞典按兵不动但偏紧缩，瑞士维持零利率。

对应原文证据

1. Norges Bank raised rates by 25 basis points to 4.5 per cent; the Riksbank kept its rate unchanged at 1.75 per cent but signalled a rise by the end of the year; whilst the SNB confirmed its rate at 0per cent, standing out with a decidedly more accommodative message.
2. Next week will begin with the US dollar in a dominant position, at nearly two-month highs against major currencies, buoyed by the surge in bond yields and growing expectations of a further Fed rate hike in October, now priced in at 83% by the market. · next week
3. Norges Bank raised rates by 25 basis points to 4.5 per cent; the Riksbank kept its rate unchanged at 1.75 per cent but signalled a rise by the end of the year; whilst the Swiss National Bank (SNB) confirmed its rate at 0 per cent, standing out with a decidedly more accommodative message.