橡胶 (Rubber) 加自选

随着焦点转向关税和通货膨胀，美元兑日元显示出持续上涨的信号。预计日本央行和美联储将在未来几周内做出相反的利率决定，但美元兑日元的利率决定更多

USDJPY Signals Extended Gains As Focus Shifts to Tariffs and Inflation.The BoJ and the Federal Reserve are expected to take opposing interest rates decisions in the coming weeks, but there's more around USDJPY

美元上涨，耐用品订单超过预期：欧元/美元、英镑/美元、美元/加元、美元/日元分析。美元指数正试图攀升至强劲阻力位之上。

U.S. Dollar Gains Ground As Durable Goods Orders Beat Estimates: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.U.S. Dollar Index is trying to climb above the strong resistance level.

哥伦比亚的工业信心指数在2025年2月恶化至0.2，较1月2日有所回落，但仍是过去12个月中的第三个积极月份。这一下降主要是由于下一季度生产预期减弱（26.7比1月的30.5）和新订单下降（-26.2比-25.8），而库存水平有所改善（0比-1.2）。相比之下，一年前的信心指数为-0.3。

The industrial confidence indicator for Colombia deteriorated to 0.2 in February 2025, easing from January's 2 yet still marking the third positive month in the last twelve. This decline was primarily driven by weaker production expectations for the next quarter (26.7 vs. 30.5 in January) and a drop in new orders (-26.2 vs. -25.8), while stock levels improved (0 vs. -1.2). By comparison, the confidence indicator stood lower at -0.3 a year earlier.

周三，Ibovespa指数上涨约0.5%，收于132500点以上，投资者从最近的美国贸易政策信号中得到了一些缓解。尽管特朗普总统对从委内瑞拉购买石油或天然气的国家征收25%的二级关税，但有迹象表明，并非所有计划的关税都将在4月2日实施，一些国家可能会获得豁免，这缓解了人们对新关税措施的担忧。在国内，巴西政府搁置了一项拟议的大型科技税，以避免加剧与华盛顿的紧张关系，反映出更务实的经济立场。进一步支撑市场，建筑业信心在2025年首次回升至95点，央行2月份报告的经常账户赤字为88亿美元，好于预期。此外，未来较低的利率提振了利率敏感行业，巴西国家石油公司、淡水河谷和主要银行小幅上涨，帮助推高了该指数。

The Ibovespa rose around 0.5% to above the 132,500 level on Wednesday as investors found some relief in recent U.S. trade policy signals. Indications that not all planned tariffs will be implemented on April 2nd—and that some countries may receive exemptions—have eased concerns ahead of new tariff measures, even as President Trump imposed secondary tariffs of 25% on nations buying oil or gas from Venezuela. Domestically, Brazil’s government has shelved a proposed big tech tax to avoid exacerbating tensions with Washington, reflecting a more pragmatic economic stance. Further supporting the market, construction confidence rebounded to 95 points for the first time in 2025, and the Central Bank reported a current account deficit of US$8.8 billion in February, a better-than-expected outcome. Additionally, lower future interest rates have provided a boost to rate-sensitive sectors, with Petrobras, Vale, and major banks registering modest gains to help lift the index.