泰铢汇率升至逾四年来的最高水平，这给泰国央行带来了巨大压力，要求其在本周的政策决策前遏制这 一涨势。泰国 银行在周一收紧了 黄金交易商的外汇远期交易，此前该货币汇率小幅上涨至 1 美元兑 31.523 泰铢，维持在 2021 年 6 月以来的最高水平。今年泰铢已上涨逾 8%，在创纪录的黄金价格和美 元走软的背景下，成为亚洲表现第二好的货币。该货币持续走强给泰国央行带来了压力，要求其在周三 的会议上发出进一步宽松的信号，因为该国的出口商因新的美国关税而感到压力增大。尽管官员们成功 削弱了黄金对泰铢的影响，但当前的旅游旺季为该货币带来了新的推动力。 ...

Group 1 - Aigo Holdings Limited has submitted an updated financial data prospectus to the SEC and has initiated its IPO roadshow, aiming to list on NASDAQ with a share price between $4-6, targeting to raise $8-12 million, which would give it a market valuation of $335 million at the midpoint of the price range [2] - The core operating company, AIGOSTAR, was established in 2009, initially focusing on sales of printer consumables and lighting products, and has expanded its global marketing network through subsidiaries [4] - Aigo Holdings' main business includes R&D and export of LED lighting, smart home products, small appliances, and pet supplies, with brands like AIGOSTAR and NOBLEZA, primarily selling to the European and American markets [5] Group 2 - In terms of performance, Aigo Holdings reported revenues of €151.2 million and €177.8 million for 2023 and 2024 respectively, with gross profits of €75 million and €86 million, and gross margins of 49.90% and 48.34% [5] - For the first half of 2025, the company experienced a slight revenue decline of 3% to €74 million, with gross profit down 4.62% to €35 million and a gross margin decrease to 47.20%, while net profit improved to €9.5 million from a loss of €0.3 million in the same period of 2024 [5] - Aigo Holdings' profitability improvements were not solely from core business contributions, as external factors like currency fluctuations significantly impacted financial results, with a notable increase in other operating income due to the appreciation of the Euro [6]

Core Viewpoint - The Japanese yen has depreciated against the US dollar, reaching a two-month low, with the market closely monitoring the new cabinet appointments following the election of a dovish leader, indicating a potential shift in monetary policy [1][2]. Currency Movements - The USD/JPY pair rose by 0.18% to 150.61, surpassing the psychological level of 150, prompting expectations that Japanese officials may attempt to verbally support the yen [1][2]. - The yen also hit a historical low against the euro, influenced by rising Japanese government bond yields ahead of key bond auctions [1][2]. Eurozone Developments - The euro remains under pressure due to the resignation of the French Prime Minister and signals from European Central Bank officials regarding potential interest rate cuts [1][3]. - The euro to USD exchange rate was reported at 1.1705, with limited volatility observed [1][3]. US Economic Outlook - The US government shutdown has delayed the release of several economic data points, including the non-farm payroll report, shifting market focus to upcoming speeches from Federal Reserve officials and the release of the September meeting minutes [1][4]. - In light of recent weak labor data, the market widely anticipates a 25 basis point rate cut by the Federal Reserve in the October meeting [1][4].

Core Insights - The Ghanaian cedi experienced significant fluctuations, appreciating by 40.5% in the first seven months of 2025, followed by a depreciation of approximately 19% from late July to September [1] - Overall, the cedi appreciated by 21.0% against the US dollar in the first nine months of 2025 [1] Exchange Rate Details - As of September 2025, the interbank market exchange rate was 1 USD to 12.15 Ghanaian cedis [1] - In the retail market, the exchange rate was 1 USD to 13.60 Ghanaian cedis [1]

Core Viewpoint - The South Korean won has depreciated against the US dollar, with a decline of 0.9%, marking the largest drop in nearly a month [1] Group 1 - The depreciation of the won indicates potential economic pressures facing South Korea [1] - The 0.9% drop reflects broader trends in currency fluctuations and may impact trade dynamics [1] - This significant decline could influence investor sentiment and market stability in the region [1]

Core Viewpoint - The Argentine peso has experienced a significant decline, dropping 1.9% in early trading and a total of 4.5% this week [1] Group 1 - The Argentine peso's early morning drop of 1.9% indicates ongoing currency instability [1] - The cumulative decline of 4.5% this week highlights a concerning trend for the currency's performance [1]

Core Viewpoint - The article discusses the fluctuations in the USD/BRL exchange rate, highlighting the impact of economic factors on the Brazilian real's performance against the US dollar [1] Group 1: Economic Factors - The Brazilian real has experienced significant volatility, influenced by both domestic economic policies and international market trends [1] - Recent data indicates that the Brazilian economy is showing signs of recovery, which may strengthen the real against the dollar [1] Group 2: Market Reactions - Investors are closely monitoring the USD/BRL exchange rate as it affects trade balances and investment flows into Brazil [1] - The article notes that a stronger real could lead to increased foreign investment, benefiting various sectors within the Brazilian economy [1]

Group 1 - The Thai baht has depreciated by 0.5% against the US dollar [1] - Ongoing border conflicts between Thailand and Cambodia have not yet been resolved [1]

Core Viewpoint - The currency market experienced fluctuations with the US dollar showing mixed performance against major currencies, particularly a decline against the Japanese yen and a rise against the euro and British pound [1] Currency Performance - The US dollar fell by 0.48% against the Japanese yen, closing at 146.67 yen, with a trading range of 147.95 to 146.31 yen during the day [1] - The euro remained stable against the yen, while the British pound decreased by 0.19% against the yen [1] - The euro appreciated by 0.50% against the US dollar, and the British pound increased by 0.30% against the US dollar [1] - The US dollar declined by 0.72% against the Swiss franc [1] Commodity Currencies - The Australian dollar rose by 0.45% against the US dollar, and the New Zealand dollar increased by 0.56% against the US dollar [1] - The US dollar fell by 0.57% against the Canadian dollar [1] Scandinavian Currencies - The Swedish krona appreciated by 0.66% against the US dollar, while the Norwegian krone increased by 0.81% [1] - The Danish krone rose by 0.52% against the US dollar, and the Polish zloty increased by 0.32% against the US dollar [1]

Core Viewpoint - The US dollar shows strength against the Japanese yen, with a notable increase of 0.50% to 148.60 yen, indicating a stable high-level fluctuation after 09:00 Beijing time [1] Currency Movements - The euro appreciates slightly against the yen by 0.14%, while the British pound increases by 0.46% against the yen [1] - The euro declines by 0.36% against the US dollar, and the British pound decreases by 0.05% against the US dollar [1] - The US dollar strengthens against the Swiss franc by 0.44% [1] Commodity Currencies - The Australian dollar decreases by 0.62% against the US dollar, and the New Zealand dollar falls by 0.27% against the US dollar [1] - The US dollar appreciates against the Canadian dollar by 0.51% [1] Scandinavian and Other Currencies - The Swedish krona declines by 0.37% against the US dollar, while the Norwegian krone decreases by 0.60% [1] - The Danish krone falls by 0.38% against the US dollar, and the Polish zloty decreases by 0.48% against the US dollar [1]