Group 1 - The article highlights a significant capital migration towards Southeast Asian bonds as investors seek alternatives to US assets amid declining yields and concerns over US financial stability [1][2][4] - Southeast Asian countries, particularly Malaysia, Thailand, and Indonesia, have seen substantial foreign capital inflows, with Malaysia attracting nearly $5 billion this quarter due to expectations of interest rate cuts [1][2] - The average yield of 10-year bonds in Southeast Asia has dropped to the lowest level since 2011, yet demand remains strong, indicating a shift in investor sentiment [1][3] Group 2 - Singapore is emerging as a potential safe haven for investors looking for alternatives to US Treasuries, bolstered by its AAA rating and stable fiscal health [3] - The article notes that Singapore's 10-year bond yield is approximately 2.30%, close to its lowest level since March 2022, with expectations for further declines by year-end [3] - The unusual drop in Hong Kong interest rates, which remain near zero while US rates exceed 4%, signals growing investor concerns about US financial assets [4][5]

"市场可能认为——或许这样的看法是合理的——最终美国与欧盟之间的关税问题不会以50%的税率收 场，但坦率地说，目前没人能猜到会以何种方式收场。" 欧元兑美元汇率一度攀升0.55%，至1.1418，为4月29日以来首次。截至发稿，欧元兑美元汇率上涨 0.16%，报1.1383美元，今年以来累计涨幅达10% 。 随着市场情绪改善，作为避险货币的日元和瑞士法郎整体走弱，但兑美元汇率仍有升值 。 美元兑日元汇率一度下跌0.24%，至142.23日元，创本月新低;兑瑞士法郎汇率则小幅下跌，至0.8193瑞 士法郎，为两周半以来的低点 。 智通财经APP获悉，周一，欧元兑美元汇率触及一个月来的高点。此前，欧盟请求给予时间以"达成一 项良好协议"，美国总统唐纳德·特朗普放弃了原定于6月1日起对欧盟输美商品加征50%关税的威胁。 特朗普的政策逆转，以及他目前正在立法程序中的大规模支出和减税法案，让投资者对美国资产兴趣缺 缺，美元兑其他多种货币持续下跌。 澳大利亚国民银行外汇研究主管雷·阿特里尔表示："'抛售美国资产'这一在4月显然占据主导的主题，如 今再度显现。" 追踪美元兑其他六种货币汇率的美元指数下跌0.15%，至98. ...