离岸人民币兑美元贬值至7.23，尽管明尼阿波利斯联储主席尼尔·卡什卡利的鹰派立场推动美国国债收益率下降，但美元仍恢复了势头。Kashkari的言论暗示，由于持续的通货膨胀，美国央行今年有可能推迟降息，如果通货膨胀压力增加，可以选择加息。尽管如此，投资者的注意力仍然集中在美联储利率调整的时间和速度上，预计这将对货币动态产生重大影响，尤其是在最近美国劳动力数据疲软和其他美联储官员发表鸽派言论之后。从外部来看，人民币感受到了美元兑日元复苏带来的压力，尽管日本当局警告不要突然调整汇率。投资者现在期待周四公布的中国贸易数据。
The offshore yuan depreciated toward 7.23 per dollar, as US dollar regained momentum, despite lower US Treasury yields, fueled by Minneapolis Fed President Neel Kashkari's hawkish stance. Kashkari's comments hinted at the possibility of the US central bank delaying interest rate cuts this year due to persistent inflation, leaving open the option of a hike if inflationary pressures mount. Nevertheless, investor attention remains fixed on the timing and pace of Federal Reserve rate adjustments, expected to significantly impact currency dynamics, especially following recent softer US labor data and dovish remarks from other Fed officials. Externally, the yuan felt pressure from a resurgent US dollar against the yen, even as Japanese authorities cautioned against abrupt currency moves. Investors now look ahead to Chinese trade figures scheduled on Thursday.
