美元/俄罗斯卢布 (USDRUB) 加自选

美元兑日元–空头可能在140.00/139.57的关键支撑区上方暂停。周二，美元兑日元小幅走高，此前空头突破了心理140支撑位，触及多月新低（139.88），并接近139.57的关键中期支撑位（9月16日公布的2024低点）。

USDJPY – Bears Likely to Pause Above Key Support Zone at 140.00/139.57.USDJPY edged higher on Tuesday after bears cracked psychological 140 support and hit new multi-month low (139.88) and approached key med-term support at 139.57 (2024 low posted on Sep 16).

欧洲央行的雷恩：巨大的不确定性正在抑制经济活动。巨大的不确定性正在抑制经济活动。短期内，由于需求下降，关税对欧元区通胀的影响是下行的。

ECB's Rehn: Great uncertainty is restraining economic activity.Great uncertainty is restraining economic activity. In the short-term, the impact of tariffs on Euro Area inflation is to the downside due to lower demand.

人民币疲软，亚洲同行打压卢比。周二，印度卢比收盘走低，与追随人民币下跌的地区同行一致，但潜在的投资组合流入当地股票帮助该货币避免了进一步下跌。

Weakness in yuan, Asian peers weighs on rupee.The Indian rupee ended weaker on Tuesday, in line with regional peers that fell tracking the Chinese yuan, but potential portfolio inflows into local shares helped the currency avoid further losses.

铝期货价格跌破每磅2400美元大关，保持了4月9日跌至2340美元的八个月低点的大部分抛售，这追踪了国际交易所贱金属的看跌势头，因为美中之间的贸易战损害了全球制造业的前景。在加征关税后，中国将对美国的征税定为125%，并将一批公司列入其出口限制名单，而美国将关税提高到145%，并威胁要对选定的金属设置额外的壁垒。这放大了美国对铝征收关税对欧洲和中国交易所铝充足供应的影响。全球供应量将保持高位，因为中国冶炼厂表示，他们将继续扩大海外产能，这与中国大陆今年可能达到4500万吨的产量上限相一致，迫使冶炼厂增加海外产能。

Aluminum futures were below the $2,400 per pound mark, holding most of the selloff that bottomed at the eight-month low of $2,340 on April 9th, tracking the bearish momentum for base metals in international exchanges as the trade war between the US and China hurt the outlook on global manufacturing. After an exchange of tariff increases, China settled levies on the US at 125% and added a batch of companies to its export-restriction list, while the US raised tariffs to 145% and threatened additional barriers on selected metals. This magnified the impact of US tariffs on aluminum had on the metal's ample availability in exchanges in Europe and China. Global supply was set to remain high as Chinese smelters signaled that they would continue to expand capacity overseas, in line with mainland Chinese production likely hitting its output cap of 45 million tons this year, forcing smelters to increase capacity abroad.