墨西哥股票指数 (IPCMexico) 加自选

墨西哥比索上涨，因美国个人消费支出疲软，消费者情绪受到关注。墨西哥比索上涨，因美国个人消费支出疲软，消费者情绪受到关注

Mexican Peso gains as US PCE softens, consumer sentiment in focus.Mexican Peso gains as US PCE softens, consumer sentiment in focus

墨西哥的失业率从一年前的2.6%降至2025年4月的2.5%，符合市场预期。失业人数增加了42835人，达到156000人。然而，就业人数也增加了88283人，达到5989.5万人。经济活动人口增加45448人，达到61456万人，而非经济活动人口则增加192.5万人，达到4205.9万人。经季节性调整后，4月份失业率与上月相比稳定在2.6%。

Mexico’s unemployment rate fell to 2.5% in April 2025 from 2.6% a year earlier, in line with market expectations. The number of unemployed individuals increased by 42,835 to 1.560 million. However, the number of employed individuals also rose by 88,283 to 59.895 million. The economically active population increased by 45,448 to 61.456 million, while the non-economically active population increased by 1.925 million to 42.059 million. On a seasonally adjusted basis, the unemployment rate remained stable at 2.6% from the previous month in April.

会议纪要显示，墨西哥银行的利率决定受到贸易政策压力的影响。周四公布的会议纪要显示，墨西哥银行的五名董事会成员在货币管理局最近的利率决定中一致认为，由于全球贸易政策公告，这一时期的不确定性很高。

Bank of Mexico's rate decision marked by trade policy pressures, minutes show.All of the Bank of Mexico's five governing board members agreed in the monetary authority's most recent rate decision that the period has been marked by high uncertainty due to trade policy announcements worldwide, minutes published on Thursday showed.

墨西哥比索兑美元从5月23日触及的8个月高点19.2跌至19.4，受到美元的一些牵引力和墨西哥银行温和前景的压力。美元从早些时候对与欧盟的贸易战的担忧以及新税法中不可持续的财政支出引发的一些损失中复苏，对新兴市场货币进行再平衡。与此同时，在最新的基本通胀指标符合预期后，人们普遍预计墨西哥银行今年将延长其降息周期。Banxico在当前周期中已连续三次降息50个基点，将基准政策利率降至8.5%。

The Mexican peso depreciated to 19.4 per USD from the eight-month high of 19.2 touched on May 23rd, pressured by some traction in the dollar and the dovish outlook for the Bank of Mexico. The US dollar recovered from some losses that were triggered by earlier concerns of a trade war with the European Union and unsustainable fiscal spending in a new tax bill, rebalancing against emerging market currencies. In the meantime, expectations that the Bank of Mexico will extend its cutting cycle this year prevailed after the latest underlying inflation gauges were in line with expectations. Banxico has delivered three consecutive 50bps cuts in the ongoing cycle, lowering its benchmark policy rate to 8.5%.