纽币/波兰兹罗提 (NZDPLN) 加自选

英镑前景取决于伯纳姆交付增长-汇丰英镑预测。英镑兑欧元和美元在7月份都走强，英镑/欧元接近1.1740，英镑/美元在从6月下旬的低点强劲复苏后约为1.3410。汇丰银行认为，如果英国政治过渡证明是有序的，信心有所改善，英镑仍有跑赢大盘的空间，但其核心情景仍指向。

Pound Sterling Outlook Hinges on Burnham Delivering Growth - HSBC GBP Forecast.The Pound Sterling has strengthened against both the Euro and US Dollar in July, with GBP/EUR near 1.1740 and GBP/USD around 1.3410 after a solid recovery from late-June lows. HSBC believes Sterling has scope to outperform if the UK political transition proves orderly and confidence improves, but its central scenario still points to a.

美元兑日元汇率预测：日元风险指向170-法国农业信贷银行。美元兑日元（USD/JPY）汇率在7月份达到162.80以上的高点后，目前在161.70左右交易，使日元接近几十年来的低点。法国农业信贷银行认为，风险仍然倾向于美元/日元进一步上涨，其情景分析的中值结果为170.45。

US Dollar to Yen FX Forecast: JPY Risks Point Towards 170 - Crédit Agricole.The US Dollar to Yen (USD/JPY) exchange rate is trading around 161.70 after reaching a July high above 162.80, leaving the Japanese currency close to multi-decade lows. Crédit Agricole believes the risks remain tilted towards further USD/JPY gains, with the median outcome from its scenario analysis at 170.45.

法国外贸银行美元预测：DXY年底将回落至98。美元在6月份走强，因为鹰派的美联储、高通胀和地缘政治的不确定性鼓励投资者青睐美元。法国外贸银行认为，反弹势头正在减弱，并预测DXY美元指数将在2026年底回落至98。

Natixis US Dollar Forecast: DXY to Retreat Towards 98 by Year-End.The US Dollar strengthened through June as a hawkish Federal Reserve, elevated inflation and geopolitical uncertainty encouraged investors to favour the Greenback. Natixis believes the rally is now losing momentum and forecasts the DXY Dollar Index will retreat towards 98 by the end of 2026.

一周前：美国CPI、中国第二季度GDP和加拿大银行会议。上周美元涨跌互现。强劲的数据和央行鹰派加息的结合使新西兰元升至G10货币之首。

Week Ahead: US CPI, China's Q2 GDP, and Bank of Canada Meeting Featured.The US dollar was mixed last week. The combination of strong data and the central bank's hawkish hike lifted the New Zealand dollar to the top of the G10 currencies.