墨西哥比索兑美元升值至20.4,从今年早些时候的三年低点20.85回升,因为最近的通胀数据支持了Banxico官员的鹰派观点,缓和了对货币政策持续宽松的预期。虽然墨西哥的年度整体通胀率在1月中旬降至3.69%,为四年来的最低水平,但核心通胀率反弹至3.72%,高于3.68%的预测,表明价格压力持续存在。此外,在美国总统唐纳德·特朗普没有立即采取关税行动的情况下,对美国贸易政策可能放缓的乐观情绪缓解了市场的担忧。墨西哥稳健的经济基本面,包括Banxico对2025年GDP增长1.2%的保守预测,进一步支撑了比索的反弹。
The Mexican peso appreciated toward 20.4 per USD, recovering from a three-year low of 20.85 seen earlier this year, as recent inflation data bolstered hawkish arguments among Banxico officials, tempering expectations of continued easing of monetary policy. While Mexico's annual headline inflation fell to 3.69% in mid-January, its lowest in four years, core inflation rebounded to 3.72%, above forecasts of 3.68%, signaling persistent price pressures. Additionally, optimism surrounding potential moderation in US trade policies, amid the absence of immediate tariff actions by US President Donald Trump, eased market concerns. Mexico’s solid economic fundamentals, including Banxico’s conservative 2025 GDP growth forecast of 1.2%, further supported the peso's rebound.