每日机构分析：9月25日

Group 1 - Barclays analysts indicate that despite unusual negative events in recent months, the US dollar has remained stable within a narrow range, supported by expectations of an economic rebound in the coming months [1] - The Swiss National Bank has paused interest rate cuts but may consider lowering rates below zero in the future due to external pressures and economic outlook concerns [1] - Indonesia's central bank's recent unexpected rate cut is seen as a response to political pressure, which may negatively impact the Indonesian rupiah and fiscal credibility [2] Group 2 - Thailand's export growth has significantly slowed from 11% in July to 5.8% in August, indicating weakened export momentum following the implementation of US tariffs [2] - The Thai government's credit outlook has been downgraded to negative by Fitch due to rising public finance risks and ongoing political uncertainty [2] - Apollo Global Management highlights a significant rise in US inflation risks, with 72% of CPI components exceeding the Federal Reserve's 2% target, raising concerns about a potential resurgence of inflation [3]