ICPUSD (ICPUSD) 加自选

2025年9月，泰国消费者价格同比下降0.72%，降幅大于市场预期的0.60%，此前8月份下降了0.79%。这标志着连续第六个月出现通货紧缩，通货膨胀率远低于央行1%-3%的目标范围。与此同时，9月份核心消费者价格指数上涨0.65%，低于预期的0.76%的涨幅，增速低于8月份的0.81%，达到去年8月以来的最低水平。

Consumer prices in Thailand fell 0.72% year-on-year in September 2025, a sharper decline than market expectations of a 0.60% drop and following a 0.79% decrease in August. It marked the sixth straight month of deflation, keeping inflation well below the central bank’s 1%–3% target range. Meanwhile, core consumer prices rose 0.65% in September, smaller than forecasts of a 0.76% increase and slowing from a 0.81% gain in August, hitting its lowest rate since August last year.

马来西亚棕榈油期货连续第二个交易日下跌，徘徊在每吨4450马来西亚令吉以下，受芝加哥期货交易所豆油价格疲软的影响。由于大连商品交易所因中国黄金周假期休市至10月8日，交易活动也保持低迷。市场情绪进一步减弱，此前有报道显示，9月份来自最大买家印度的棕榈油进口量下降15.9%，至83.3万吨，为5月以来的最低水平，随着节日需求在月中达到峰值，10月份的采购量可能会进一步降至约60万吨。雪上加霜的是，随着美国政府停摆进入第二周，不确定性增加，白宫经济顾问凯文·哈塞特警告称，如果谈判陷入僵局，可能会开始裁员。尽管如此，出口走强限制了损失，因为货物检验师指出，马来西亚9月份的出货量比8月份增长了7.3%-9.6%。路透社还预测，马来西亚上月棕榈油库存下降2.5%，至215万吨。

Malaysian palm oil futures fell for the second straight session, hovering below MYR 4,450 per tonne, weighed by weaker soybean oil prices on the Chicago Board of Trade. Trading activity also remained subdued as the Dalian Commodity Exchange stayed closed for China’s Golden Week holiday until Oct. 8. Sentiment weakened further after reports showed palm oil imports from top buyer India dropped 15.9% in September to 833,000 metric tons, the lowest since May, with purchases likely to ease further to around 600,000 tons in October as festive demand peaks mid-month. Adding to headwinds, uncertainty grew as the U.S. government shutdown dragged into its second week, with White House economic adviser Kevin Hassett warning that layoffs could begin if talks remain stalled. Still, losses were capped by stronger exports, as cargo surveyors noted Malaysia’s September shipments rose 7.3–9.6% from August. Reuters also projected Malaysia’s palm oil inventories fell 2.5% to 2.15 million tons last month.

越南10年期政府债券收益率升至3.80%，为2023年3月以来的最高水平。在过去的4周里，越南10年期债券收益率上涨了9.70个基点，在过去的12个月里，它上涨了102.20个基点。

Vietnam 10 Year Government Bond Yield increased to 3.80%, the highest since March 2023. Over the past 4 weeks, Vietnam 10Y Bond Yield gained 9.70 basis points, and in the last 12 months, it increased 102.20 basis points.

经济顾问表示，高一可能会容忍日本央行在1月份再次加息。被广泛认为是她最亲密的经济政策顾问之一的井田拓二表示，如果经济形势稳定，即将成为日本新首相的高一真惠可能会在明年1月之前容忍再次加息25个基点。

Takaichi could tolerate another BOJ rate hike by January, economic adviser says.Sanae Takaichi, who is set to become Japan's new prime minister, will likely tolerate another 25-basis-point interest rate hike by January next year if the economy is in firm shape, said Takuji Aida, who is widely considered as among her closest advisers on economic policy.