亚洲外汇周报：市场聚焦PMI与习特会

关键论点

• 美联储加息25个基点并预期年内再加息一次，支撑更长时间的紧缩政策，提振美元。
• 日本央行加息25个基点但基调不及预期鹰派，市场下调未来政策利率路径预期，推高美元兑日元。
• 亚洲货币普遍对美元走弱；美元兑韩元周内领跌亚币，涨幅达3.2%，而美元兑人民币最具韧性，微跌0.1%。
• 习特会前人民币走强且中间价偏强，与中国宏观数据疲弱形成反差；美元兑人民币勉强跌破6.70。

对应原文证据

1. 1 Asia FX Weekly US CPI Markets turn to PMIs and Xi-Trump summit This week's market focus centered on the Fed and BOJ policy meetings, both of which resulted in 25bp rate hikes as expected. · this week
2. The policy divergence supported a stronger US dollar, pushing the DXY index and USD/JPY higher.
3. Consensus expects US activity to remain resilient, with the services PMI holding around 56.0 and the manufacturing PMI at 53.6, while Eurozone activity expanding by a slower pace suggested by a September composite PMI of 51.5 compared with August’s 52 .