Credit Rating Outlook - Fitch Ratings 将泰国信用评级展望从稳定下调至负面[1] Public Finance Risks - 长期政治不确定性和增长前景疲软导致公共财政风险上升[1]

Business Confidence - Business confidence in Peru remains strong [1] Political Landscape - Political uncertainty stems from a potential field of more than two dozen presidential candidates next year in Peru [1]

Market Trends - Global funds are returning to Thai stocks [1] - Political uncertainty in Thailand is decreasing due to the upcoming nomination of a new prime minister [1]

Market Overview - French assets stabilized in early trading, offering relief after recent political instability [1]

Prime Minister Francois Bayrou called a confidence vote that may topple France’s government as soon as next month, prompting a selloff in French assets as investors hedged for more political uncertainty https://t.co/nfqlvBiBx1 ...

Business Transaction - Unilever sells its Venezuelan ice cream business [1] - The buyer is automotive company Mack de Venezuela [1] Economic Factors - High inflation and political uncertainty are impacting Venezuela's private sector [1]

Market Trends & Analysis - The dollar index has been in a bear market since peaking on January 1st at 110 and February 3rd at 10975, characterized by a series of lower highs and lower lows [2] - Technically, the dollar index needs to surpass 9936 to establish a neutral trend, with potential resistance around 100 [2] - Political uncertainty, tariff headlines, and speculation of US authorities favoring a weaker currency are fueling a rotation away from the dollar [3] Currency Composition & Reserve Rotation - The dollar's composition in foreign exchange reserves has decreased from approximately 71% in 2001 to about 57% in 2025 [4][5] - Central banks are rotating out of the dollar due to concerns about the unsustainable US fiscal trajectory, despite low default risk [5] - Central banks are diversifying their reserves by adding gold and other asset classes [6] Impact Factors & Future Outlook - The Federal Reserve's uncertainty regarding spending measures and geopolitical factors necessitates holding higher rates for longer [7] - Uncertainty surrounding the "big beautiful bill," Middle East conflict, and tariffs are holding back the dollar's rally [7] - Clarity on these issues is needed for the dollar index to potentially resume its rally [7]