橡胶 (Rubber) 加自选

美元上涨，交易员关注新的关税率：欧元/美元、英镑/美元、美元/加元、美元/日元分析。随着交易员对特朗普关税政策的最新变化做出反应，美元指数创下新高。

U.S. Dollar Gains Ground As Traders Focus On New Tariff Rates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.U.S. Dollar Index tested new highs as traders reacted to recent changes in Trump's tariff policy.

智利的年通货膨胀率从5月份的4.4%降至2025年6月的4.1%，但仍高于央行2-4%的目标范围。经济放缓的主要原因是食品和非酒精饮料（2.3%对4.6%）、住房和公用事业（10.5%对10.9%）以及服装和鞋类（0.9%对1.2%）的价格增长疲软。相比之下，金融服务业的通胀加速（4.1%对3.6%），餐饮和住宿业的通胀仍然居高不下（6.1%对6.4%）。按月计算，消费者价格指数下跌0.4%，扭转了5月份0.2%的涨幅，超过了市场预期的0.14%的跌幅。

Chile’s annual inflation rate eased to 4.1% in June 2025 from 4.4% in May, though it remained above the Central Bank’s 2–4% target range. The slowdown was mainly driven by weaker price growth in food and non-alcoholic beverages (2.3% vs 4.6%), housing and utilities (10.5% vs 10.9%) and clothing and footwear (0.9% vs 1.2%). In contrast, inflation accelerated for financial services (4.1% vs 3.6%), and remained elevated for restaurants and lodging (6.1% vs 6.4%). On a monthly basis, consumer prices fell by 0.4%, reversing a 0.2% increase in May and exceeding market expectations of a 0.14% decline.

周四，Ibovespa指数小幅下跌0.2%，至14万以下，表现不如大多数主要股指，因为对全球贸易的担忧继续对新兴市场造成压力。自8月1日起，巴西被排除在通知各国关税水平的第一轮信函之外。这将恢复在“解放日”对巴西征收10%的关税，但在卢拉总统表示可能进行报复后，对金砖国家征收额外关税的风险仍然存在。在财政部长哈达德接受采访之前，投资者也对国内财政背景的评估保持警惕。在企业方面，由于国内收益率再次反弹，银行股下跌，Bradesco和Banco do Brasil交易呈亏损。与此同时，尽管5月份零售额连续第二个月收缩，但零售巨头喜忧参半，《路易莎杂志》上涨，而Casas Bahia大幅下跌。

The Ibovespa edged down 0.2% to below 140,000 on Thursday, underperforming most major equity indices as concerns of global trade continued to press emerging markets. Brazil was excluded from the first round of letters notifying countries of their tariff levels from August 1st. This would reinstate the 10% tariffs on Brazil placed on "Liberation Day", but risks of additional tariffs on BRICS nations remained after President Lula signaled that retaliation was possible. Investors were also alert on assessments of the domestic fiscal backdrop ahead of an interview for Finance Minister Haddad. On the corporate front, banks were lower as domestic yields underwent a fresh rebound, with Bradesco and Banco do Brasil trading in the red. In the meantime, retail giants were mixed even though retail sales contracted for a second month in May, with Magazine Luiza gaining while Casas Bahia fell sharply.

美元/日元：日元仍面临更大压力。日元全面下跌，最近的疲软是由特朗普总统决定对来自日本的进口商品征收25%的关税引发的。

USD/JPY: Japanese Yen Remains Under Increased Pressure.Japanese yen fell across the board, with the recent weakness being sparked by President Trump's decision to impose a 25% tariffs on imports from Japan.