美元/克罗地亚库纳 (USDHRK) 加自选

日本敦促警惕外汇过度波动。日本财务大臣加藤胜信周五表示，当局应监控风险，防范可能损害经济的汇率过度波动。

Japan urges vigilance against excessive FX volatility.Japanese Finance Minister Katsunobu Kato said on Friday authorities should monitor risks and guard against excessive exchange-rate volatility that could hurt the economy.

穆迪评级将博茨瓦纳的长期本币和外币发行人评级从A3下调至Baa1，维持负面展望。降级反映了钻石行业在适应结构性衰退方面的挑战，钻石行业约占国内生产总值的30%和商品出口的90%，导致经济收缩、外部缓冲减弱和债务增加。自2025年4月以来，全球钻石市场持续低迷，该行业作为增长和外汇收入的引擎仍然难以取代。穆迪预计，政府将逐步实施协调一致的政策，债务将达到GDP的40%左右，尽管外部和国内风险依然存在。随着政府金融资产接近枯竭，博茨瓦纳越来越容易受到更高利率和进一步债务压力的影响。

Moody’s Ratings downgraded Botswana’s long-term domestic- and foreign-currency issuer ratings to Baa1 from A3, maintaining a negative outlook. The downgrade reflects challenges in adjusting to a structural downturn in the diamond industry, which accounts for about 30% of GDP and 90% of goods exports, leading to economic contraction, weaker external buffers, and rising debt. Since April 2025, the global diamond slump has persisted, and the sector remains difficult to replace as an engine of growth and foreign exchange earnings. Moody’s expects the government to gradually implement coordinated policies, with debt peaking around 40% of GDP, though external and domestic risks remain. With government financial assets nearly depleted, Botswana is increasingly vulnerable to higher interest rates and further debt pressures.

天然气价格预测：买家捍卫上涨的渠道底价。天然气价格从2.89美元反弹，恢复2.95美元的汇合点，但3.02美元的阻力信号表明在回调中持谨慎态度。

Natural Gas Price Forecast: Buyers Defend Rising Channel Floor.Natural gas rebounded from $2.89, reclaiming $2.95 confluence, but $3.02 resistance signals caution in the correction.

标普全球将法国的评级从“AA-”下调至“A+”，理由是担心如果不采取重大的额外赤字削减措施，预算整合的进展将比预期更慢。该机构指出，政策的不确定性可能会对投资、私人消费和整体经济增长造成压力。新任命的总理Sebastien Lecornu在议会的两次不信任投票中幸存下来，为他的政府提供了暂时的喘息机会，并有机会提交2026年的预算。标普强调，年底前通过预算将为管理法国不断上升的债务提供更大的清晰度，预计到2028年将达到GDP的121%，而2024年底为112%。尽管如此，该机构表示，在2027年总统选举之前，公共财政的不确定性仍然很高。在权衡这些风险与法国的信贷实力后，标普将前景从“负面”上调至“稳定”。

S&P Global downgraded France’s ratings to ‘A+’ from ‘AA-’, citing concerns that budgetary consolidation will proceed more slowly than expected without significant additional deficit-reducing measures. The agency noted that policy uncertainty could weigh on investment, private consumption, and overall economic growth. Newly appointed Prime Minister Sebastien Lecornu survived two no-confidence votes in parliament, giving his government a temporary reprieve and the opportunity to deliver a 2026 budget. S&P highlighted that passing a budget by year-end would provide greater clarity on managing France’s rising debt, projected to reach 121% of GDP by 2028 compared with 112% at the end of 2024. Despite this, the agency said uncertainty around public finances remains high ahead of the 2027 presidential elections. Balancing these risks against France’s credit strengths, S&P revised the outlook to ‘stable’ from ‘negative’.