美国11号糖 (Sugar) 加自选

周四，Ibovespa指数下跌0.6%，至127500点以下，受政府推迟的财政措施的不确定性和地缘政治紧张局势导致的全球市场紧张情绪的拖累。投资者正在密切关注涉及财政部长费尔南多·哈达德和卢拉总统的关键会议，这些会议可能会影响财政政策的宣布。跌幅是广泛的，贷款巨头桑坦德银行、布拉德斯科银行、伊塔乌萨银行和布拉德斯科银行的跌幅在0.4%至1.1%之间。此外，权重股JBS、Eletrobras、BB Seguridade、Rede D'Or、B3和Localiza的跌幅在1%至3.1%之间。

The Ibovespa fell 0.6% to below the 127,500 level on Thursday, weighed down by uncertainty over the government's delayed fiscal measures and global market jitters stemming from geopolitical tensions. Investors are closely monitoring key meetings involving Finance Minister Fernando Haddad and President Lula, which could influence fiscal policy announcements. Declines were broad-based, with lending giants Banco Santander, Banco Bradesco, Itaúsa, and Bradesco losing between 0.4% and 1.1%. Additionally, heavyweights JBS, Eletrobras, BB Seguridade, Rede D'Or, B3, and Localiza recorded losses ranging from 1% to 3.1%.

2024年11月，阿根廷消费者信心指数升至45.02，高于上月的42.42，为一年来的最高水平。在所有三个子指数中都观察到了更大的乐观情绪，对个人财务状况的评估有所增加（10月份为46.53对45.85），宏观经济状况（56.55对53.28），以及购买耐用品的意愿（31.97对28.15）。与此同时，与2023年11月相比，消费者信心指数下降了5.24%。

Argentina's consumer confidence indicator rose to 45.02 in November 2024, increasing from 42.42 seen the previous month and marking the highest level in a year. Greater optimism was observed in all three subindexes, assessments of personal financial situations increased (46.53 vs. 45.85 in October), the macroeconomic situation (56.55 vs. 53.28), and intentions to purchase durable goods (31.97 vs. 28.15). Meanwhile, compared to November 2023, the Consumer Confidence Index fell by 5.24%.

2024年第三季度，印度尼西亚的经常账户赤字从2023年同期的11.6亿美元扩大到21.5亿美元，这是连续第六个季度出现赤字，占该国国内生产总值的0.6%。服务账户赤字从一年前的39.0亿美元增至41.5亿美元，而主要收入缺口从一年后的86.7亿美元微升至88.6亿美元。与此同时，由于国内需求增强，进口增长加快，贸易顺差从一年前的101.6亿美元收窄至92.9亿美元。与此同时，在汇款收入的支持下，二级收入盈余从之前的12.5亿美元增加到15.8亿美元。2023年，经常账户赤字为21.5亿美元，与前一年132.2亿美元的盈余大幅逆转。央行将今年的经常账户赤字预测维持在GDP的0.1%-0.9%左右。

Indonesia's current account deficit widened to USD 2.15 billion in Q3 of 2024 from USD 1.16 billion in the same period of 2023, pointing to the sixth consecutive quarter of shortfall while representing 0.6% of the country's GDP. The services account deficit rose to USD 4.15 billion from USD 3.90 billion a year earlier while the primary income shortfall edged up to USD 8.86 billion from  USD 8.67 billion a year ago. Simultaneously, the trade surplus narrowed to USD 9.29 billion from USD 10.16 billion a year before, amid a faster rise in imports due to strengthened domestic demand. In the meantime, the secondary income surplus increased to USD 1.58 billion from the prior USD 1.25 billion, supported by remittance revenue. In 2023, the current account deficit stood at USD 2.15 billion, a sharp reversal from a surplus of USD 13.22 billion in the preceding year. The central bank maintained its current account deficit forecast at around 0.1%-0.9% of GDP range for this year.

2024年10月，阿根廷录得8.88亿美元的贸易顺差，较去年同期4.42亿美元的逆差大幅反弹，但未达到11.37亿美元的顺差估计。这标志着在经历了九个月的赤字之后，连续第十一个月实现贸易顺差。顺差主要归因于出口激增30%，而进口增长4.9%。阿根廷的出口总额为70.16亿美元，主要得益于农产品和原材料（69.7%）、制成品（22.4%）、初级商品（1.8%）以及燃料和能源（2.9%）的销售额增长。与此同时，由于中间产品（8.4%）、资本货物（16.1%）、资产货物配件（3.5%）和消费品（18.4%）的出货量增加，进口额增至61.28亿美元。

Argentina recorded a trade surplus of USD 888 million in October 2024, a significant rebound from the USD 442 million deficit observed in the same period the previous year, but missing estimates of a USD 1,137 million surplus. This marks the eleventh consecutive month of a positive trade balance, following nine months of deficits. The surplus is largely attributed to a 30% surge in exports, while imports grew by 4.9%. Exports from Argentina totaled USD 7,016 million driven by increased sales of agricultural products and raw materials (69.7%), manufactured products (22.4%), primary goods (1.8%), and fuels and energy (2.9%). Meanwhile, imports rose to USD 6,128 million driven by increased shipments of intermediate goods (8.4%), capital goods (16.1%), accessories for capital goods (3.5%), and consumer goods (18.4%).