橡胶 (Rubber) 加自选

美元在国债收益率下跌中回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。随着交易员押注美联储不那么鹰派，美元正在下跌。

U.S. Dollar Pulls Back Amid Falling Treasury Yields: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.U.S. dollar is losing ground as traders bet on a less hawkish Fed.

欧元/日元价格分析：随着看跌势头加剧，货币对跌至162.15。欧元/日元交叉盘周一延续跌势，下跌0.90%，收于162.15点。此举突显出，随着该货币对接近关键技术关口，看跌势头增强，20天和100天简单移动平均线（SMA）在162.00的收敛将成为一个重要的支撑区。

EUR/JPY Price Analysis: Pair slides to 162.15 as bearish momentum intensifies.The EUR/JPY cross extended its losses on Monday, falling by 0.90% to settle at 162.15. The move highlights increased bearish momentum as the pair approaches a critical technical juncture, with the 20- and 100-day Simple Moving Average (SMA) convergence at 162.00 set to serve as a significant support zone.

周一，Ibovespa指数上涨1%，收于123500点以上，达到六周来的最高点，这得益于金融和零售业的上涨，以及对美联储即将结束紧缩周期的预期，这促使风险偏好和流入新兴市场的资金激增。包括淡水河谷和巴西国家石油公司在内的大宗商品相关股票受益于中国需求的强劲和价格的上涨，而金融和消费行业则受益于借贷条件的改善和积极的消费前景。随着税收改革取得进展，围绕财政纪律的乐观情绪再次增强，投资者信心进一步增强，这表明卢拉总统领导下的政治稳定。巴西银行、桑坦德银行、伊塔乌萨银行和Bradesco领涨，涨幅在1%至1.5%之间。

The Ibovespa climbed 1% to above the 123,500 level on Monday, reaching a six-week high fueled by gains in the financial and retail sectors, lifted by expectations that the US Federal Reserve is nearing the end of its tightening cycle, prompting a surge in risk appetite and inflows into emerging markets. Commodity-linked stocks, including Vale and Petrobras, are benefiting from stronger Chinese demand and rising prices, while the financial and consumer sectors are seeing gains from improved borrowing conditions and a positive consumption outlook. Investor confidence is further strengthened by renewed optimism surrounding fiscal discipline amid progress on tax reform, signaling political stability under President Lula. Banco do Brasil, Santander, Itaúsa, and Bradesco led the rise, with gains ranging from 1% to 1.5%.

日元因预期日本央行将进一步加息而飙升。本周，日元兑美元汇率大幅上涨，并攀升至五周高点。在欧洲市场，美元/日元交易价格为154.14，当日下跌1.1%。

Yen Soars on Expectations of More BoJ Hikes.The Japanese yen has started the week with huge gains against the US dollar and has climbed to five-week highs. In the European session, USD/JPY is trading at 154.14, down 1.1% on the day.