周一，印度卢比兑美元汇率跌至87.43左右，这是连续第三个交易日下跌，因为即将到来的美国关税继续给该货币带来压力。从周三开始，美国对印度商品的关税将上调至50%，以应对印度进口俄罗斯石油。与华盛顿正在进行的贸易谈判面临着严格的限制，因为印度外交部长强调，措施必须保护农民和小规模生产者。交易员们现在正在关注特朗普-普京会谈，寻找可能缓解关税风险的乌克兰-俄罗斯和平协议的迹象，但在特朗普总统周五警告称，如果不能在解决问题上取得进展，他将在两周内对俄罗斯实施制裁后，市场情绪仍然谨慎。与此同时，卢比在美联储的鸽派立场下获得支撑。在鲍威尔主席在杰克逊霍尔研讨会上表示，9月份的会议上有可能降息后，美元面临压力。

The Indian rupee weakened to around 87.43 per dollar on Monday, marking its third straight session of losses, as looming US tariffs continued to pressure the currency. Starting Wednesday, US tariffs on Indian goods will rise to as much as 50%, adding to the existing 25% duties, in response to India’s imports of Russian oil. Ongoing trade talks with Washington face firm limits, as India’s Foreign Minister stressed that measures must safeguard farmers and small-scale producers. Traders are now monitoring the Trump-Putin talks for signs of a Ukraine-Russia peace deal that could ease tariff risks, but sentiment remains cautious after President Trump warned Friday that he would impose sanctions on Russia within two weeks, if progress toward a settlement is not made. Meanwhile, the rupee found support amid the US Federal Reserve’s dovish stance. The greenback came under pressure after Chair Powell suggested at the Jackson Hole symposium that a rate cut at the September meeting is possible.