秘鲁9年期国债 (Peru9y) 加自选

2024年11月，秘鲁的贸易顺差从去年同期的19.16亿美元扩大到24.24亿美元。受传统（19.2%）和非传统（17.5%）产品销售额增长的推动，出口额同比增长18.7%，达到70.39亿美元。与此同时，受消费品（19.1%）和资本货物（12.3%）购买量增加的拖累，进口额飙升15%，达到46.15亿美元。

The trade surplus in Peru widened to USD 2,424 million in November 2024, up from 1,916 million in the same month last year. Exports surged 18.7% year-on-year to USD 7,039 million, driven by higher sales of traditional (19.2%) and non-traditional (17.5%) products. Meanwhile, imports soared 15% to USD 4,615 million, dragged by increased purchases of consumer goods (19.1%) and capital goods (12.3%).

2024年11月，秘鲁的国内生产总值同比增长3.93%，高于上个月的3.38%。这标志着在大多数经济部门的增长推动下，经济连续第八个扩张期。最显著的增长出现在制造业（6.67%比10月份的1.70%）、运输业（7.98%比5.42%）。与此同时，农业（12.41%对13.41%）、建筑业（-2.40%对4.86%）、商业（3.45%对3.82%）的产出增长放缓，而采矿业活动收缩（-2.19%对-2.18%）。1月至11月，国内生产总值增长2.75%，而经季节性调整的国民生产指数与上一时期相比上升至1.12%。

Peru’s GDP expanded by 3.93% year-on-year in November 2024, up from 3.38% growth in the previous month. This marked the eighth consecutive period of economic expansion, driven by growth in the majority of economic sectors. The most notable increases were seen in manufacturing (6.67% vs. 1.70% in October), transport (7.98% vs. 5.42%). Meanwhile, output growth slowed in agriculture (12.41% vs. 13.41%), construction (-2.40% vs. 4.86%), commerce (3.45% vs. 3.82%), while activity contracted in mining (-2.19% vs. -2.18%). For the period from January to November, GDP rose by 2.75%, while the seasonally adjusted national production index rose to 1.12% compared to the previous period.

秘鲁央行在2025年1月的会议上将基准利率下调25个基点至4.75%，为2022年4月以来的最低水平。此举是在2023年9月开始的一系列降息之后进行的，目前总计降息300个基点。该委员会在声明中指出，全球通胀预计将向大多数央行的各自目标放缓，就一些国家而言，这些目标已经实现。国内通胀也从11月的2.3%放缓至12月的2%，正好处于目标区间的中心。与此同时，该行强调了经济活动放缓的迹象，尽管前景仍然乐观。展望未来，委员会仍然特别关注有关通货膨胀及其决定因素的新信息，重申其承诺采取必要行动将通货膨胀维持在目标范围内。

Peru’s central bank reduced its benchmark interest rate by 25 basis points to 4.75% during its January 2025 meeting, marking the lowest level since April 2022. This move follows a series of rate cuts, now totaling 300 basis points, that began in September 2023. In its statement, the board noted that global inflation is expected to slow toward the respective goals of most central banks, and in the case of some countries these goals have already been achieved. Domestic inflation also slowed to 2% in December from 2.3% in November, right at the center of the target range. Meanwhile, the bank highlighted signs of slowing economic activity, although the outlook remains optimistic. Looking ahead, the board remains especially attentive to new information regarding inflation and its determinants, reaffirming its commitment to adopt the necessary actions to maintain inflation within the target range.

2024年12月，秘鲁的年通货膨胀率从11月的五个月高点2.27%降至1.97%。这是自9月以来的最低通胀率，食品价格涨幅为三个月来最低（0.06%对11月的1.46%），而住房通胀率稳定在2.34%。最新数据连续第九个月保持在央行1-3%的目标区间内。与此同时，受圣诞节和新年旅行需求增加的推动，运输价格加速上涨（2.97%对2.71%），机票价格上涨8.9%。12月份，消费者价格指数环比上涨0.11%，而前一个月上涨0.09%。

The annual inflation rate in Peru slowed to 1.97% in December 2024 from November's five-month high of 2.27%. It was the lowest inflation rate since September, with food prices rising the least in three months (0.06% vs 1.46% in November), while housing inflation remained steady at 2.34%. The latest reading remained within the central bank's target range of 1-3% for the ninth consecutive month. Meanwhile, transport prices accelerated (2.97% vs 2.71%), driven by increased demand for Christmas and New Year travel, with airfare prices advancing 8.9%. On a monthly basis, consumer prices rose by 0.11% in December, following a 0.09% gain in the previous month.