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瑞郎下跌近1%，美元触及新的年度高点
- 美元/瑞郎上涨近 1%，触及四周高位，因美元延续涨势。
- 高于预期的美国通胀和美联储鹰派言论推动市场对更激进加息的预期。
- 美联储与瑞士央行的政策分歧令瑞郎承压。
周三，美元/瑞郎上涨近 1%，触及四周高位，因美国联邦储备委员会（Fed）利率预期大幅转变后，美元（USD）全线走强。截至发稿时，该货币对交投于 0.8335 附近，连续第二个交易日扩大涨幅。
在高于预期的美国消费者通胀数据以及美联储官员的鹰派言论提高了市场对更激进加息的预期后，美元继续吸引买盘。衡量美元兑六种主要货币的一篮子货币表现的美元指数（DXY）交投于 102.96 附近，超过了 10 月创下的 102.94 的前一年高点。
周二公布的数据显示，美国 10 月消费者物价指数（CPI）环比上涨 0.4%，高于预期的 0.3%，但低于 9 月的 0.6%。剔除食品和能源价格的核心 CPI 环比上涨 0.3%，与 9 月增速持平，并高于预期的 0.2%。
通胀数据进一步强化了市场预期，即美联储可能需要进一步提高借贷成本，以遏制持续的价格压力。在数据公布前，美联储理事克里斯托弗-沃勒（Christopher Waller）表示，如果核心 CPI 达到 0.3% 或更高，12 月加息 50 个基点（bps）的可能性将上升。达拉斯联储主席洛里-洛根（Lorie Logan）和费城联储主席安娜-保尔森（Anna Paulson）也支持进一步收紧政策。
根据 CME FedWatch 工具，市场目前已完全计入 12 月加息，25 个基点上调的概率为 87.1%，更大幅度加息 50 个基点的概率为 12.9%。交易员还预计 2027 年将进一步加息。
美联储-瑞士央行政策前景令瑞郎持续承压
瑞士方面，瑞士央行（SNB）将政策利率维持在 0% 不变，因为通胀仍处于其物价稳定区间内。这与市场对美联储进一步收紧政策的预期不断升温形成对比，使美国和瑞士之间的利差明显有利于美元。
不过，瑞士通胀也开始回升。10 月年通胀率加速至 1.5%，创近三年来最高水平，主要受能源价格上涨推动。
瑞士央行主席马丁-施莱格尔（Martin Schlegel）本月早些时候表示，如果物价稳定面临威胁，央行不会犹豫调整货币政策。他指出，瑞士当前的通胀主要由燃料和能源价格推动，并补充说，政策制定者将密切关注二轮通胀效应的风险。施莱格尔还重申，政策利率仍是瑞士央行的主要工具，不过在必要时也可使用外汇干预。
下表显示了 瑞郎 (CHF) 对所列主要货币 今日的变动百分比。 瑞郎 对 美元 最弱。
| USD | EUR | GBP | JPY | CAD | AUD | NZD | CHF | |
|---|---|---|---|---|---|---|---|---|
| USD | 0.64% | 0.52% | 0.66% | 0.41% | 0.24% | 0.68% | 1.00% | |
| EUR | -0.64% | -0.11% | 0.02% | -0.21% | -0.39% | 0.07% | 0.36% | |
| GBP | -0.52% | 0.11% | 0.13% | -0.12% | -0.30% | 0.18% | 0.47% | |
| JPY | -0.66% | -0.02% | -0.13% | -0.24% | -0.42% | 0.05% | 0.33% | |
| CAD | -0.41% | 0.21% | 0.12% | 0.24% | -0.18% | 0.29% | 0.58% | |
| AUD | -0.24% | 0.39% | 0.30% | 0.42% | 0.18% | 0.49% | 0.76% | |
| NZD | -0.68% | -0.07% | -0.18% | -0.05% | -0.29% | -0.49% | 0.29% | |
| CHF | -1.00% | -0.36% | -0.47% | -0.33% | -0.58% | -0.76% | -0.29% |
热图显示了主要货币相对于其他货币的百分比变化。基础货币从左列中选取，而报价货币从顶部行中选取。例如，如果您从左列选择 瑞郎 并沿着水平线移动到 美元 ，则框中显示的百分比变化将表示 CHF (基数)/ USD (报价)。
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