爆！欧洲物价再创新高；人民币升值；美国逆差收窄；越南经济增长；巴铁外储新低；

Recently, many European countries released inflation data for July. Hungary's consumer price index in July rose 13.7% year-on-year, the highest in 24 years; Norway's CPI index rose 6.8% year-on-year, the fastest growth rate since July 1988; Germany's inflation rate reached 7.5%, exceeding 7% for five consecutive months; Portugal's CPI increased by 9.1% year-on-year, hitting a new high since November 1992; Consumer prices in Ireland rose 9.1%, the highest increase since 1984.

|The soaring prices have an impact on demand.

Argentina raises interest rate by 950 basis points, a three-year high

The Central Bank of Argentina announced that it raised the benchmark leliq interest rate by 950 basis points, from 60% to 69.5%, the largest rate increase in nearly three years. This is the eighth interest rate increase since this year. Two weeks ago, the Central Bank of Argentina raised interest rates by 800 basis points.

Prices have risen by 71% in the past 12 months.

Last Saturday, the offshore RMB appreciated against the US dollar and the Japanese yen and depreciated against the euro

On Saturday, the exchange rate of offshore RMB against the US dollar rose slightly. As of press release, the exchange rate of offshore RMB against the US dollar was 6.7307, an increase of 96 basis points over the closing price of the previous trading day of 6.7403.

On Saturday, the exchange rate of the offshore RMB against the euro slightly depreciated. As of press release, the exchange rate of the offshore RMB against the euro was 6.9095, which was 37 basis points lower than the closing price of the previous trading day of 6.9058.

On Saturday, the exchange rate of offshore RMB against 100 yen appreciated significantly. As of press release, the exchange rate of offshore RMB against 100 yen was 5.0400, which was 300 basis points higher than the closing price of the previous trading day of 5.0700.

On Friday, the onshore RMB appreciated against the US dollar, euro and Japanese yen

Last Friday, the onshore RMB exchange rate against the US dollar appreciated slightly. As of press release, the onshore RMB exchange rate against the US dollar was 6.7430, an increase of 17 basis points compared with the closing price of the previous trading day of 6.7447.

On Saturday, the exchange rate of the onshore RMB against the euro rose sharply. As of press release, the exchange rate of the onshore RMB against the euro was 6.9171, an increase of 447 basis points compared with the closing price of the previous trading day of 6.9618.

Last Saturday, the exchange rate of the onshore RMB against 100 yen appreciated significantly. As of the press release, the exchange rate of the onshore RMB against 100 yen was 5.0500, which was 200 basis points higher than the closing price of the previous trading day of 5.0700.

Last Friday, the central parity of RMB depreciated against the US dollar and the euro, and appreciated against the Japanese yen

Last Friday, the exchange rate of RMB against the US dollar depreciated slightly. The central parity rate of RMB against the US dollar was 6.7413, which was 89 basis points lower than the previous trading day of 6.7324.

Last Friday, the RMB devalued against the euro. The central parity rate of the RMB against the euro was 6.9550, 234 basis points lower than the previous trading day of 6.9316.

Last Friday, the exchange rate of RMB against 100 yen appreciated slightly. The central parity rate of RMB against 100 yen was 5.0663, an increase of 17 basis points over the previous trading day of 5.0680.

|And the recent trend of the US dollar is similar.

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近日，欧洲多国公布7月通胀数据。匈牙利7月消费者价格指数同比上涨13.7%，创24年来最高；挪威CPI指数同比上涨6.8%，为1988年7月以来的最快增速；德国通货膨胀率达7.5%，连续5个月超7%；葡萄牙CPI同比增长9.1%，创1992年11月来新高；爱尔兰消费者价格上涨了9.1%，是1984年以来的最高涨幅。

| 物价飙涨，对需求产生影响。

阿根廷再加息950基点，幅度创3年新高

阿根廷央行宣布将基准Leliq利率提高了950个基点，从60%上调至69.5%，为接近三年来的最大升息幅度。此次为今年以来的第八次加息。两周前，阿根廷央行刚刚加息800个基点。

上周六离岸人民币对美元、日元升值，对欧元贬值

上周六离岸人民币对美元汇率小幅升值，截止发稿，离岸人民币对美元汇率报6.7307，较上一个交易日收盘价6.7403，升值96个基点。

上周六离岸人民币对欧元汇率微贬值，截止发稿，离岸人民币对欧元汇率报6.9095，较上一个交易日收盘价6.9058，贬值37个基点。

上周六离岸人民币对100日元汇率大幅升值，截止发稿，离岸人民币对100日元汇率报5.0400，较上一个交易日收盘价5.0700，升值300个基点。

上周五在岸人民币对美元、欧元、日元升值

上周五在岸人民币对美元汇率微升值，截止发稿，在岸人民币对美元汇率报6.7430，较上一个交易日收盘价6.7447，升值17个基点。

上周六在岸人民币对欧元汇率大幅升值，截止发稿，在岸人民币对欧元汇率报6.9171，较上一个交易日收盘价6.9618，升值447基点。

上周六在岸人民币对100日元汇率大幅升值，截止发稿，在岸人民币对100日元汇率报5.0500，较上一个交易日收盘价5.0700，升值200个基点。

上周五人民币中间价对美元、欧元贬值，对日元升值

上周五人民币对美元汇率小幅贬值，人民币对美元汇率中间价报6.7413，较上一个交易日6.7324，贬值89基点。

上周五人民币对欧元汇大幅贬值，人民币对欧元汇率中间价报6.9550，较上一个交易日6.9316，贬值234个基点。

上周五人民币对100日元汇率微升值，人民币对100日元汇率中间价报5.0663，较上一个交易日5.0680，升值17个基点。

| 和美元最近走势趋同。

美国经济分析局最新公布的数据显示，经修正，美国6月份的出口额为2608亿美元，环比增加43亿美元；进口额为3404亿美元，环比减少10亿美元；贸易逆差为796亿美元，环比减少53亿美元，但增加了1341亿美元，增幅为33.4%。

美元升值和能源出口作用明显。

世界银行：越南经济年增长率为7.5%

世界银行日前预测，越南2022年GDP增长率为7.5%，通胀率为3.8%。此外，渣打银行也进行了预测，越南在2022年第三和第四季度，国内生产总值（GDP）将分别增长10.8%和3.9%，全年GDP增速或将达到6.7%。

|基数依旧很低，道路还很漫长。

巴基斯坦外储不足80亿美元，再创新低

| 未来3周的债务偿还将放缓。

俄联邦海河运输署表示，今年1-7月，俄罗斯海港货物周转量为4.82亿吨，同比下降0.2%。其中干货转运量下降5.1%，至2.258亿吨，液体货物增长4.5%至2.562亿吨。里海港口货运量下跌最多，跌幅达27.5%，至310万吨。

| 与去年的差距已经明显缩小。

USPS宣布运行DMV试点计划