美国就业数据公布后，新兴市场货币指数回吐涨幅。 ...

Group 1 - Emerging market assets experienced a broad rebound driven by improved market sentiment due to signals from the Federal Reserve and easing geopolitical tensions, with the MSCI Emerging Markets Currency Index rising over 0.6% in a single day [1] - The U.S. dollar index and 10-year Treasury yields weakened simultaneously, while emerging market stock indices recorded their largest single-day gain since April [1] - Fed Chairman Jerome Powell's congressional testimony hinted at a potential window for early rate cuts, aligning with dovish comments from other Fed officials, which reinforced market expectations for a third rate cut this year [1] Group 2 - Easing geopolitical risks, particularly a temporary ceasefire agreement between Israel and Iran facilitated by the U.S., contributed to rising asset prices in developing countries, with the Israeli shekel soaring 1.7% to a new high since January 2023 [2] - The Mexican peso strengthened due to a decline in inflation data, while the Brazilian real fell against the dollar as the central bank remained cautious about inflation [2] - Eastern European markets showed varied trends, with Hungary's central bank maintaining rates for the ninth consecutive month and Slovenia issuing its first sustainable development-linked bond [2] Group 3 - Investor sentiment towards emerging markets is improving, with a recent HSBC survey indicating that the proportion of fund managers bullish on emerging market assets reached a two-and-a-half-year high [3] - If the current risk appetite persists, emerging market stocks are expected to continue outperforming, driven by expectations of a shift in Fed policy and easing geopolitical tensions [3] - Analysts emphasize the need to monitor upcoming U.S. non-farm payroll data and developments in the Middle East closely [3]

发展中国家股票指数创下自4月份以来的最大单日跌幅，台股和港股领跌。 MSCI新兴市场货币指数下跌约0.2%，韩国、菲律宾、印尼和泰国领跌。 智利比索扭转早前的跌势，在新兴市场货币中领涨。 菲律宾比索落后于其他货币，此前央行降低了借贷成本，行长伊莱·雷莫洛纳表示，他们将容忍比索跌 至10周低点。 由于中东紧张局势加剧，风险偏好减弱，且美国和巴西市场因公共假日休市，新兴市场资产连续第三个 交易日下跌。 交易员们对美国官员准备在未来几天对伊朗发动袭击的报道做出了反应。 ...

Core Viewpoint - The British pound has reached 1.36 against the US dollar for the first time since 2022, indicating a 0.35% increase in a single day, while the US dollar has declined, leading to a surge in emerging market currency indices to intraday highs [1] Group 1 - The British pound's rise to 1.36 against the US dollar marks a significant milestone since 2022 [1] - The US dollar's depreciation has contributed to the strengthening of the British pound [1] - Emerging market currency indices have experienced a notable increase, reaching intraday highs [1]