今天我们直接购买了阿根廷比索。 美国政府采取关键措施支持阿根廷的经济改革，不仅敲定了一项200亿美元的货币互换框架，并已直接 入市干预购买比索。 10月9日，美国财政部长贝森特通过社交媒体披露，美国财政部已直接在现货市场购入阿根廷比索。他 表示，此举是为了"迅速采取行动"，支持阿根廷总统米莱正在推行的经济改革议程。 贝森特同时宣布，美国与阿根廷央行之间价值200亿美元的货币互换框架也已最终敲定。这一系列行动 清晰地表明，白宫正在动用资金支持其政治盟友，贝森特将米莱的改革议程称为"具有系统重要性"。 受此消息提振，阿根廷2035年到期的主权债券上涨4.3美分至60美分以上，创两周来最高水平。比索兑 美元汇率收涨0.7%，扭转了此前最高达2.7%的跌幅。 互换框架与直接干预 美国财政部已结束与阿根廷经济部长Luis Caputo及其团队在华盛顿举行的为期四天的密集会议。会议的 核心成果是敲定了价值200亿美元的货币互换框架协议。 贝森特强调： 美国财政部已做好准备，将立即采取任何必要的非常措施，为市场提供稳定。 除了互换协议，更引人注目的是美国财政部的直接市场干预。贝森特明确表示： 据报道，此举被视为美国财政部对 ...

Core Insights - The European Investment Bank (EIB) emphasizes that reforms and institutional building are essential for the economic development of Bosnia and Herzegovina [2] - EIB's future focus in Bosnia will be on four key areas: transportation and energy infrastructure, green transition, social projects, and enhancing corporate competitiveness [2] Investment and Infrastructure - EIB has invested over €3.5 billion in Bosnia over the years, targeting critical sectors such as transportation, energy, water management, and social infrastructure [2] - Ongoing projects include the "Vc Corridor" road construction, which has improved traffic efficiency and reduced accident rates [2] - In energy security and green transition, EIB supports renewable energy projects like wind power, grid upgrades, and energy efficiency initiatives [2] Social and Urban Development - Urban and social infrastructure projects include improvements in water supply, wastewater treatment, flood protection facilities, and affordable housing [2] - EIB is assisting Sarajevo in implementing a "net-zero emissions" plan to tackle winter air pollution issues [2] Reform and Institutional Framework - The representative stresses that reforms are a prerequisite for development, urging Bosnia to accelerate reform efforts, particularly in enhancing its institutional framework and legal standards to align with EU requirements [2] - Delays in reforms have resulted in Bosnia missing out on over €100 million in EU "growth plan" funding [2]

当地时间9月24日，德国总理默茨在联邦议会就2026年联邦预算案进行的一般性辩论中表示，德国正处 于"近代史上最具挑战性的阶段之一"，必须通过切实改革推动经济增长，保持社会稳定与国家竞争力。 在当天的辩论中，反对党对政府政策提出批评。德国选择党指责政府推行"债务泛滥"，称过度举债将增 加民众负担。绿党抨击政府在预算安排中"缺乏透明度"，并质疑其削减与投资政策的合理性。左翼党则 认为预算过于侧重军事开支，忽视社会领域，并呼吁对高收入人群征收更多税。绿党联合党团主席哈塞 尔曼还批评默茨缺席纽约联合国大会，认为政府在多边舞台上应更积极发声。 （文章来源：央视新闻） 默茨指出，当前德国经济面临低迷和改革滞后的压力，只有经济重新增长，政府的各项社会政策承诺才 能兑现。"我们需要真正的改革，以确保社会国家的可持续性。"他说，这不仅关乎资源分配，还有创造 更高经济总量的能力。 默茨宣布，下周内阁将举行为期两天的特别会议，重点讨论国家竞争力和政府体系现代化，并在第二天 提出具体改革措施，提交联邦议会审议。他同时强调，将与汽车和钢铁等关键行业以及工会、各州政府 代表会晤，研究进一步措施，以保障产业发展与就业前景。 他在辩论中还 ...

新华社北京9月23日电 美国财政部长贝森特22日说，美国已准备好以"大规模有力"行动为阿根廷提供金融支持，但具体措施将在美国总统 特朗普23日在纽约联合国大会期间会晤阿根廷总统米莱后公布。 阿根廷金融市场在本月初一场地方选举后陷入动荡，这场选举给米莱政府对10月国会中期选举的期许蒙上阴影。分析人士认为，美国政府支 持阿根廷，意在提振米莱选情。 意在选举？ 贝森特当天早些时候经由社交媒体表示，为稳定阿根廷金融，所有选项都摆在桌面上，包括但不限于本币互换、直接购买货币，以及用美国 财政部"外汇稳定基金"购买以美元计价的政府债券。 米莱随后经由社交媒体感谢美国政府"无条件支持阿根廷民众"。美国为最大股东的国际货币基金组织总裁格奥尔基耶娃也欢迎贝森特表态。 贝森特22日晚些时候告诉媒体记者，将视市场和资金流向情况来判定美国是否应即刻采取行动，但没有人应质疑本届政府与他本人的决心。 他未透露美国可能采取的具体举措，只说将是"大规模有力"行动。贝森特同时仅代表美国财政部表示，美方行动不会附带超出阿根廷当前与国际 货币基金组织所签贷款协议条款的新要求或条件。 据路透社报道，阿根廷今年4月与国际货币基金组织签署为期4年的20 ...

阿根廷外交部长赫拉尔多·韦特海因22日也向阿根廷米特雷广播电台证实，阿美双方正就金融支持事宜 磋商，但贷款金额远低于外界传言的300亿美元。 据美国《华尔街日报》报道，美国财政部"外汇稳定基金"创办于20世纪30年代，财长获国会授权可全权 动用相关资金，为面临严重资金困难的外国提供贷款。如果贝森特决定动用这一基金，将标志美国政府 对阿根廷援助的"重大升级"。 阿根廷金融市场在本月初一场地方选举后陷入动荡，这场选举给米莱政府对10月国会中期选举的期许蒙 上阴影。分析人士认为，美国政府支持阿根廷，意在提振米莱选情。 强力支持 贝森特当天早些时候经由社交媒体表示，为稳定阿根廷金融，所有选项都摆在桌面上，包括但不限于本 币互换、直接购买货币，以及用美国财政部"外汇稳定基金"购买以美元计价的政府债券。 米莱随后经由社交媒体感谢美国政府"无条件支持阿根廷民众"。国际货币基金组织总裁格奥尔基耶娃也 欢迎贝森特表态。 贝森特22日晚些时候告诉媒体记者，将视市场和资金流向情况来判定美国是否应即刻采取行动，但没有 人应质疑本届政府与他本人的决心。他未透露美国可能采取的具体举措，只说将是"大规模有力"行动。 贝森特同时仅代表美国财 ...

Group 1 - The Indian Rupee has become one of the worst-performing currencies in Asia this year, primarily due to mixed signals from U.S. President Trump regarding tariffs on India, which could lead to further depreciation if the trade war with the U.S. is not resolved [1][6] - The Indian Rupee hit a historical low of 88.491 against the U.S. dollar on September 11, exacerbated by a 50% tariff imposed by the U.S., the highest in Asia, leading to foreign investor withdrawals and a negative economic outlook [1][4] - Economists predict that if the U.S. maintains the 50% tariff, the Rupee could depreciate to 89 per dollar by early next year, while a resolution to the tariff dispute could stabilize it around 88 per dollar [1][3] Group 2 - The high tariffs are impacting multiple sectors in India, including textiles, apparel, and seafood, with some exporters lobbying the central bank to allow them to exchange profits at a rate of approximately 103 Rupees per dollar [4][6] - The Indian economy's growth rate could decline by 50 to 60 basis points if the tariffs persist, with the GDP growth rate for the last fiscal year slowing to 6.5% from 9.2% the previous year [6][7] - Despite the challenges, India is projected to remain one of the fastest-growing major economies, but it must enhance its resilience against external shocks, as highlighted by the ongoing tensions with the U.S. [7][8] Group 3 - The Indian government aims for an average annual economic growth rate of around 7.8% over the next few decades to become the world's third-largest economy by 2047 [7][8] - To achieve these goals, India needs to diversify its trade relationships and reduce protectionist barriers, which currently account for about 40% of its trade barriers [8] - Reforming the internal market is essential for India to respond effectively to external pressures, such as the tariffs imposed by the U.S., and to attract private capital for growth [8]

Group 1 - The global economy is at a crossroads, facing significant uncertainty due to trade disruptions that may reshape economic relationships that have sustained global prosperity for decades [1] - Policymakers play a crucial role in maintaining economic stability, requiring coordinated actions to uphold public trust and ensure sustainable growth [1][2] - The anticipated rise in global tariff levels could reach heights not seen in decades, severely impacting global economic growth and inflation, particularly in an already challenged environment [1][3] Group 2 - Trade fragmentation exacerbates structural challenges, with productivity growth stagnating and demographic issues like aging populations hindering economic vitality [3] - Public debt levels in many countries have surged to post-World War II highs, making economies vulnerable to shocks and increasing inflationary pressures [3][4] - Sustainable public finances are essential for long-term prosperity, necessitating the reduction of large deficits and the rebuilding of fiscal buffers to withstand future economic shocks [4] Group 3 - The global financial system has undergone profound structural changes, with government bond markets and asset management firms becoming central, posing risks to financial stability [4][5] - Regulatory measures must be comprehensive, ensuring that both banking and non-banking institutions adhere to strict standards to enhance resilience against economic shocks [5] - Trust in policymakers' ability to maintain public interest is critical for achieving price stability and addressing underlying vulnerabilities in the economy [5]

Domestic News - The People's Bank of China announced eight significant financial opening measures at the 2025 Lujiazui Forum [5] - The China Securities Regulatory Commission (CSRC) introduced the "1+6" policy measures to deepen reforms, establishing a new growth tier for technology innovation [5] - The CSRC will allow qualified foreign investors to participate in ETF options trading, effective from October 9, 2025 [5] - The State Administration of Foreign Exchange released a draft notice on deepening cross-border investment and financing foreign exchange management reforms [5] International News - The Federal Reserve maintained interest rates unchanged for the fourth consecutive time, with the dot plot indicating two rate cuts this year, but the number of officials not expecting cuts increased to seven [3] - Trump reiterated that the Federal Reserve should cut rates by 200 basis points, suggesting that a 250 basis point cut would be very beneficial [5] - Brazil's central bank unexpectedly raised interest rates by 25 basis points to 15%, while the market had anticipated a hold at 14.75% [5] - Foreign investors' holdings of U.S. Treasury securities are nearing record highs, with China reducing its holdings in April while the UK and Japan increased theirs [5]

Core Insights - The International Monetary Fund's First Deputy Managing Director emphasizes that Sri Lanka must reduce its poverty rate to 24.5%, combat corruption, and continue to decrease domestic debt [1] - Sri Lanka has no margin for error in its economic reform plan and must maintain the momentum of reforms [1] Economic Reform Requirements - Sri Lanka's target poverty rate is set at 24.5% [1] - The necessity to combat corruption is highlighted as a critical component of the reform strategy [1] - Continued reduction of domestic debt is essential for economic stability [1]

Core Viewpoint - The article discusses the challenges faced in promoting the Renminbi (RMB) in 1949, particularly in Shanghai, where the currency was struggling against the dominance of silver dollars and speculative practices by capitalists [1][3][9]. Economic Context - In the first half of 1949, the Communist Party gained a significant advantage in the civil war, liberating most cities, but the economic transition was fraught with difficulties due to the strong resistance from the bourgeoisie [3]. - The economic turmoil was exacerbated by rampant speculation and manipulation of currency by capitalists, leading to severe inflation and instability in daily life for the populace [5][15]. Challenges to RMB Adoption - Prior to the liberation of Shanghai, the city experienced extreme price fluctuations due to capitalist speculation, which hindered the normal functioning of the economy [5]. - The RMB was nominally recognized but not actively used in transactions, with silver dollars maintaining a dominant position in the market [7][8]. Government Response - Chen Yun emerged as a key figure in addressing the economic crisis, proposing a combination of political and economic strategies to promote the RMB [4][9]. - On June 10, 1949, a coordinated crackdown on speculation was initiated, targeting the Shanghai Stock Exchange, which was a hub for currency manipulation [11]. Measures to Stabilize the Economy - Chen Yun implemented a series of measures to gradually replace silver dollars with RMB, including the introduction of physical bonds to back the currency's value [17]. - The People's Bank introduced a new savings model that allowed citizens to store physical goods instead of currency, mitigating concerns over currency devaluation [20]. - The Shanghai government also ensured that essential goods were made available in the market, mandating that all transactions be conducted in RMB, thereby forcing the conversion of silver dollars into RMB for purchases [21]. Outcomes - These measures effectively reduced speculative activities and facilitated the rapid circulation of RMB, stabilizing the market [19][23].