以色列央行：以色列5月外汇储备为2236.26亿美元，4月为2220.35亿美元。 ...

智通财经6月5日电，韩国央行6月5日发布的统计数据显示，截至5月底，韩国外汇储备额环比减少7000 万美元，为4046亿美元，连续两个月减少，创下2020年4月以来的新低。 韩国5月外汇储备为4046亿美元 创2020年4月以来新低 ...

智通财经6月5日电，韩国5月外汇储备4046亿美元，前值4046.7亿美元。 ...

安哥拉5月外汇储备为157.5亿美元。 ...

Core Viewpoint - European officials are expressing a desire for the euro to seize the opportunity to replace the dollar as the dominant global reserve currency amid fluctuations in U.S. assets due to Trump's tariff policies [1][2]. Group 1: Euro's Current Position and Potential - The dollar remains the most widely used reserve currency, accounting for nearly 60% of global foreign exchange reserves, while the euro holds about 20% [1]. - The dollar index has dropped over 8% since the beginning of the year, indicating a shift in geopolitical dynamics that may provide an opportunity for the euro's elevation [2]. - ECB President Christine Lagarde highlighted that the changing geopolitical landscape could open doors for the euro to play a larger international role [2]. Group 2: Strategies for Elevating the Euro - Lagarde outlined three key strategies to enhance the euro's global influence: 1. Commitment to open trade and a strong geopolitical foundation [3]. 2. Strengthening the economic base through deeper and more liquid capital markets [3]. 3. Upholding the rule of law and political unity to withstand external pressures [3]. - An increased reserve currency status for the euro could lead to lower borrowing costs for European governments and protection from exchange rate fluctuations [3]. Group 3: Diverging Opinions on Euro's Future - ECB officials, including Lagarde, see potential for the euro as a safe haven amid declining confidence in the U.S. [6]. - Market observers express mixed views on the euro's ability to capture a larger share of global foreign exchange reserves, with some optimistic about its prospects [6][7]. - Nomura's chief European economist noted that as investors seek diversification away from the dollar, the euro could gain more attention, predicting it may rise to 1.20 against the dollar by year-end [6]. - However, some analysts argue that the euro faces significant obstacles, including political fragmentation among member states and reliance on U.S. security frameworks, which limit its global influence [7].

Core Viewpoint - The Indian Ministry of Finance emphasizes that foreign exchange reserves continue to provide a buffer against external shocks [1] Group 1 - The foreign exchange reserves are crucial for maintaining economic stability and mitigating risks associated with global financial fluctuations [1] - The reserves serve as a protective measure for the economy, ensuring that it can withstand potential external pressures [1]

Core Insights - The latest data reveals that the US external debt has reached a record high of $36 trillion, while India's external debt stands at 160 trillion rupees, equivalent to approximately $2.1 trillion [1][16]. - The article discusses the transformation of the US from a net creditor to the world's largest debtor, highlighting the underlying economic issues and fiscal mismanagement [7][9]. US External Debt Situation - As of May, the US external debt has surpassed its annual fiscal revenue, indicating a severe debt crisis exacerbated by economic downturns and internal fiscal deficits [7]. - The US Treasury reported that China has reduced its holdings of US Treasury bonds by $27.5 billion, dropping from the second to the third largest holder of US debt [3][4]. - The investment community perceives the reduction in US Treasury holdings by China as a negative signal, suggesting that US debt is becoming a high-risk investment [4][5]. China's External Debt Management - China's external debt ratio is significantly lower at 12.8%, well below the international average, attributed to effective macroeconomic management and a strong trade surplus [11]. - The country maintains a robust foreign exchange reserve of approximately $3 trillion, allowing it to cover its external debt comfortably [14][11]. - China's ability to manufacture most of its domestic needs contributes to its trade advantage, minimizing reliance on imports and enhancing its economic stability [13][11]. India's External Debt Context - India's external debt is relatively low at $2.1 trillion, primarily due to its service-oriented economy, which faces challenges in export competitiveness [16][18]. - The country has a foreign exchange reserve of only $400 billion, limiting its capacity to purchase US Treasury bonds [18][16]. - Recent increases in India's external debt are linked to domestic economic development investments rather than improvements in trade balance [22][20].

罗马尼亚央行行长：外汇储备仍处于最优水平。 ...

罗马尼亚央行行长：月底外汇储备数据将显示下降。 ...

Core Viewpoint - China does not resort to selling US Treasury bonds as a countermeasure against the US due to its significant foreign exchange reserves and the potential risks associated with such actions [1][5][6]. Group 1: China's Economic Position - As of early 2025, China holds $784.3 billion in US Treasury bonds, equivalent to approximately 5.65 trillion RMB at an exchange rate of 1:7.2 [3][4]. - China's foreign exchange reserves stand at $3.2 trillion, with over half in US dollar assets, primarily in the form of US Treasury bonds [4][5]. Group 2: Reasons for Holding US Treasuries - Foreign exchange reserves are crucial for stabilizing the currency and managing macroeconomic conditions, especially during times of pressure on the RMB [5][6]. - Selling off large amounts of US Treasuries could lead to a significant drop in their prices, adversely affecting China's own financial position [5][6]. Group 3: Future Considerations - While China has been gradually reducing its holdings of US Treasuries since their peak of $1.2 trillion in 2020, it is unlikely to completely divest from them in the near future [6][7]. - A large-scale sale of US Treasuries by China would only occur under extreme circumstances, such as a loss of confidence in the US dollar or significant political issues [7][8].