Core Viewpoint - The US dollar has weakened, allowing emerging market currencies to recover some of their losses, with the Mexican peso reaching its highest point against the dollar during the trading session [1] Group 1 - The Mexican peso has appreciated against the US dollar, indicating a positive movement for the currency [1]

Core Viewpoint - Emerging market currencies and stocks have reached intraday lows, indicating significant market stress and potential volatility in these regions [1] Group 1: Currency Performance - Emerging market currencies are experiencing a decline, reflecting broader economic challenges and investor sentiment [1] - The depreciation of these currencies may impact trade balances and foreign investment inflows [1] Group 2: Stock Market Trends - Stocks in emerging markets are also hitting new lows, suggesting a bearish outlook among investors [1] - This downturn could lead to increased capital outflows as investors seek safer assets [1]

Core Viewpoint - JPMorgan has downgraded its rating on emerging market currencies from overweight to neutral [1] Group 1 - The decision reflects a shift in the bank's outlook on the performance of emerging market currencies [1] - This downgrade may impact investor sentiment and capital flows into emerging markets [1]

Group 1 - The Chilean peso has depreciated by 0.9%, marking it as the second largest decline among emerging market currencies [1]

Group 1 - Emerging market currencies declined on Friday due to heightened tensions from U.S. President Trump's trade policies, but are still expected to rise for the fifth consecutive week [1] - The MSCI Emerging Markets Index is projected to increase by 0.2% this week, despite a drop on Friday following Trump's threat to impose tariffs as high as 70% on certain trading partners [1] - The MSCI Emerging Markets Stock Index fell by 0.5% on Friday, marking the largest decline in nearly two weeks, yet it maintained weekly gains [1] Group 2 - TSMC and Tencent Holdings were among the stocks that experienced the largest declines [1]

Core Insights - Emerging market currency index retraced gains following the release of U.S. employment data [1] Group 1 - The U.S. employment data had a significant impact on emerging market currencies, leading to a reversal of previous gains [1]

Core Viewpoint - The Brazilian real has depreciated by 1% against the US dollar, leading the decline among emerging market currencies [1] Group 1 - The depreciation of the Brazilian real indicates a potential weakness in the Brazilian economy compared to other emerging markets [1] - The movement in the currency may affect foreign investment and trade dynamics in Brazil [1]

Group 1 - The Colombian peso is experiencing the largest decline among emerging market currencies against the US dollar [1] - Reports indicate that Colombia will suspend the implementation of its fiscal framework [1]

周三，美国公布的经济数据引发了人们对经济状况的担忧，并加剧了人们对美联储即将降息的猜测，新 兴市场货币延续涨势。 数据显示，上个月美国服务提供商的活动近一年来首次进入萎缩区间，MSCI货币指数应声上涨，当日 收盘上涨0.1%。ADP Research当天早些时候发布的报告还显示，美国私营部门就业增长降至两年来最低 水平。 XP Investimentos策略师Marco Oviedo表示："数据表明，美国经济前景转弱，劳动力增长放缓，服务业 活动减弱。这让人们押注美联储可能会降息，使得新兴市场货币更具吸引力，因为其中一些货币仍然提 供高利差。" 他补充说，本周晚些时候的美国就业数据将提供一些清晰的信息。 在韩国总统大选结束后，韩元成为新兴市场货币指数中涨幅最大的货币之一。新当选总统李在明就职时 承诺重振受到美国总统唐纳德.特朗普关税威胁的韩国经济。 MSCI新兴市场股票指数上涨1.2%，达到两周来的最高水平。与此同时，全球股市自2月份以来首次创 下历史新高。 在信贷市场，巴西正在发行27.5亿美元的美元债券，这是在不到六个月的时间里第二次发行债券，因为 寻求多元化投资的投资者推动了新兴市场资产的上涨。尽管这个 ...

路透调查：随着美元走软，大多数新兴市场货币将保持坚挺。 ...