SEB：若美国政府关门，亚洲货币的涨势将是短暂的

Core Viewpoint - Asian currencies and emerging market stocks rose on Monday due to a decline in the US dollar for the second consecutive day, with traders focusing on upcoming US employment data for clues on the Federal Reserve's interest rate cut path [1] Group 1 - The rise in Asian currencies is linked to the recent drop in the US dollar, which has been observed for two days [1] - Traders are particularly attentive to US employment data scheduled for release this week, as it may provide insights into the Federal Reserve's potential interest rate cuts [1] - The preferred inflation indicator of the Federal Reserve aligned with expectations last Friday, contributing to the current market sentiment [1] Group 2 - Eugenia Fabon Victorino, the Asian strategy head at Nordea Bank, cautioned that if the US government shutdown delays the employment report, it could increase uncertainty and potentially limit the gains in Asian currencies [1] - The performance of Asian currencies against the US dollar is expected to be influenced by fluctuations in the dollar until Wednesday [1]