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 ...

根据交易员估算，为应对近期金融市场波动，土耳其央行在两周内累计抛售近100亿美元外汇储备。具 体来看，9月2日当天抛售规模约为54亿美元；随后，在上周连续数日又抛售约42亿美元，旨在遏制里拉 汇率、股市及债市的集体下跌趋势。 此次干预的导火索为法院对主要反对党共和人民党（CHP）伊斯坦布尔省党部负责人的裁决，该事件引 发街头抗议，并加剧了对政府的批评声浪，导致投资者信心受挫，资产价格承压。（新华财经） 在经历大规模外汇市场干预以稳定本币汇率后，土耳其央行于本周一恢复外汇买入操作。 ...

Core Viewpoint - The Polish central bank is considering intervening in the foreign exchange market to stabilize the currency [1] Group 1 - The potential intervention is a response to fluctuations in the Polish zloty [1] - The central bank aims to maintain economic stability and control inflation through these measures [1] - Market analysts are closely monitoring the situation for any signs of action from the central bank [1]

Core Viewpoint - The Swiss franc experienced a significant decline in the first quarter, yet the Swiss National Bank refrained from intervening in the foreign exchange market for the fifth consecutive quarter [1] Group 1: Swiss National Bank Actions - The Swiss National Bank purchased only 49 million Swiss francs in foreign exchange from January to March, maintaining a consistent low level of intervention compared to previous quarters [1] - The decision not to intervene suggests that officials see no reason to act, especially after a surprising rate cut in December 2022 that led investors to withdraw funds from the Swiss franc [1] Group 2: Currency Performance - In the first quarter, the Swiss franc depreciated by 1.7% against the euro while appreciating by 2.8% against the US dollar [1] - The appreciation against the US dollar may be linked to heightened trade tensions, particularly following President Trump's announcement of comprehensive tariffs on April 2, which caused the Swiss franc to reach a historical high against the dollar [1]

Core Viewpoint - The Bank of Thailand is reportedly preparing to intervene in the foreign exchange market to curb market volatility [1] Group 1 - The central bank's intervention aims to stabilize the Thai baht amid fluctuations [1] - The decision reflects concerns over excessive volatility in the currency market [1] - The Bank of Thailand's actions may influence investor sentiment and market dynamics [1]

Group 1 - The Bank of Thailand is reportedly preparing to intervene in the foreign exchange market to curb market volatility [1]

Core Viewpoint - The central bank of Indonesia will continue to intervene in both offshore and onshore non-deliverable forward and spot foreign exchange markets to ensure that the Indonesian rupiah reflects its fundamentals [1] Group 1 - The Indonesian central bank is focused on maintaining the stability of the rupiah through market interventions [1] - The interventions will target both non-deliverable forwards and spot foreign exchange markets [1] - The aim is to ensure that the currency accurately reflects the underlying economic fundamentals [1]

Core Viewpoint - The Swiss National Bank (SNB) is prepared to intervene in the foreign exchange market to achieve its inflation targets, despite being recently placed on the U.S. currency manipulation watchlist [1] Group 1 - The SNB's readiness to intervene indicates a proactive approach to managing inflation [1] - The inclusion on the U.S. currency manipulation watchlist may influence the SNB's strategies and market perceptions [1]

Group 1 - The Swiss National Bank (SNB) has lowered the benchmark interest rate by 25 basis points to 0% in response to weak inflation, the appreciation of the Swiss franc, and uncertainties from U.S. trade policies, marking the sixth consecutive rate cut since March 2024 [1][4] - Switzerland's inflation rate fell to negative territory in May for the first time since 2021, with economists predicting an average inflation rate of only 0.3% in 2025 and 0.6% in 2026 [1][4] - The strong Swiss franc has been driven by increased safe-haven demand following U.S. tariffs announced in April, leading to an 8% appreciation against the U.S. dollar, which could negatively impact domestic inflation and exports [4][5] Group 2 - The SNB's decision to lower rates aims to prevent further appreciation of the Swiss franc, which could harm exporters and exacerbate low inflation [4][5] - The current benchmark rate of 0% returns to the level seen in September 2022, after the end of a seven-year negative interest rate policy, raising discussions about the potential reimplementation of negative rates [4][5] - The SNB is cautious about reintroducing negative rates due to the challenges they pose to various economic participants, including savers and pension funds, and is considering all options, including foreign exchange market interventions [5][6] Group 3 - The global economic outlook remains uncertain, with potential trade barriers that could further slow growth, although stronger fiscal policies may provide unexpected support [5] - The SNB is under pressure to balance its monetary policy without being labeled a currency manipulator, especially in light of past U.S. scrutiny [5][6] - Political considerations suggest that the SNB should remain cautious and avoid appearing eager to reintroduce negative rates, which could have broader implications for its economic strategy [6]

Core Viewpoint - The Swiss franc is perceived by investors as a safe-haven asset during crises, and the Swiss National Bank is prepared to intervene in the foreign exchange market if necessary [1] Group 1 - The Swiss National Bank Governor highlighted the role of the Swiss franc as a safe-haven asset amid ongoing crises [1] - The central bank is ready to take action in the foreign exchange market to stabilize the Swiss franc if required [1]