瑞典克朗/波兰兹罗提 (SEKPLN) 加自选

周五，Ibovespa指数小幅上涨，收于122521点，对中国敏感的股市上涨抵消了围绕巴西央行的鹰派预期带来的压力。淡水河谷领涨，上涨1.3%，受对中国工业活动的乐观情绪推动，预计1月份中国工业活动将连续第四个月扩张。这反过来又提高了对巴西铁矿石等出口产品的需求预期，铁矿石是淡水河谷的重要收入来源。然而，对美中贸易紧张局势的持续担忧，特别是对中国进口商品征收新关税的可能性，给全球贸易前景蒙上了阴影，并给出口商带来了不确定性。在国内，巴西持续的财政挑战继续放大了信贷风险，混合增长和投资信号几乎没有为巴西资产提供喘息的机会。Ibovespa指数本周收盘小幅上涨。

The Ibovespa edged up slightly to close at 122,521 on Friday, as gains in China-sensitive equities offset pressure from hawkish expectations surrounding the Brazilian central bank. Vale led the advance, rising 1.3%, driven by optimism surrounding China's industrial activity, which is forecast to expand for the fourth consecutive month in January. This, in turn, lifted expectations for demand for Brazilian exports like iron ore, a critical revenue source for Vale. However, lingering concerns over US-China trade tensions, particularly the potential for new tariffs on Chinese imports, clouded the global trade outlook and raised uncertainties for exporters. Domestically, Brazil’s ongoing fiscal challenges continued to amplify credit risks, and mixed growth and investment signals provided little respite for Brazilian assets. The Ibovespa ended the week with modest gains.

Forexlive美洲外汇新闻摘要1月24日：数据疲软后，美元走低。。英镑兑美元是最大的推动因素，因为它在美国数据疲软之前对英国PMI数据的强劲做出了反应。一些主要货币突破了关键技术水平。

Forexlive Americas FX news wrap 24 Jan: The USD moves lower after weaker data..The GBPUSD was the biggest mover as it reacted to stronger UK PMI data before the weaker US data. Some of the major currencies broke key technical levels.

标准普尔/多伦多证交所综合指数周五微涨0.1%，收于25469点，标志着连续第九个交易日上涨，矿业股的强劲表现抵消了更广泛的市场谨慎。不确定性源于美国总统唐纳德·特朗普对加拿大和欧盟对美国贸易顺差的批评，他认为这是不公平的。他的言论再次引发了人们对之前提议的对加拿大和墨西哥进口商品征收25%关税的担忧，预计最早可能在2月1日宣布。尽管如此，矿业股表现优异，Agnico Eagle、Barrick Gold和Wheaton Precious在金价数月高点的支撑下上涨了1.2%至1.9%。在国内方面，加拿大12月的新房价指数下降了0.1%，反映了27个受访大都市地区的地区差异。本周，多伦多证交所上涨1.6%。

The S&P/TSX Composite Index edged 0.1% higher to close at 25,469 on Friday, marking a ninth consecutive session of gains as strong performance in mining equities offset broader market caution. Uncertainty stemmed from U.S. President Donald Trump’s criticism of the trade surpluses Canada and the EU hold with the United States, which he refered to as unfair. His remarks reignited concerns over the previously proposed 25% tariffs on Canadian and Mexican imports, with expectations that an announcement could come as early as February 1st. Despite this, mining stocks outperformed, with Agnico Eagle, Barrick Gold, and Wheaton Precious advancing between 1.2% and 1.9%, supported by multi-month highs in gold prices. On the domestic front, Canada’s new housing price index fell 0.1% in December, reflecting regional disparities across 27 surveyed metropolitan areas. For the week, the TSX posted a 1.6% gain.

周五，美国股市收盘下跌，标准普尔500指数下跌0.2%，纳斯达克100指数下跌0.5%，道琼斯指数下跌0.3%，因为市场在一周的上涨后暂停，以消化特朗普总统的混合企业盈利和政策信号。尽管有所下降，但这三个指数本周都上涨了近2%。半导体股的大幅下跌对以英伟达为首的科技股指数造成压力，该指数下跌3.1%，而德州仪器在令人失望的预测后暴跌7.5%。特朗普对中国关税立场的软化提供了一些缓解，尽管对其他贸易伙伴可能采取行动的警告使不确定性居高不下。与此同时，由于持续的通胀担忧，消费者信心六个月来首次下降。投资者还权衡了美联储下周可能决定保持利率稳定，因为长期通胀预期仍然稳定。公司亮点包括美国运通和威瑞森的强劲业绩，与TI和波音的挫折形成鲜明对比。

US stocks closed lower with the S&P 500 down 0.2%, the Nasdaq 100 losing 0.5%, and the Dow slipping 0.3% on Friday, as markets paused after a week of gains to digest mixed corporate earnings and policy signals from President Trump. Despite the declines, all three indices posted nearly 2% gains for the week. A sharp drop in semiconductor stocks weighed on tech-heavy indices, led by Nvidia, which fell 3.1%, while Texas Instruments plunged 7.5% after disappointing forecasts. Trump’s softened stance on tariffs toward China provided some relief, though warnings of potential action against other trade partners kept uncertainties high. Meanwhile, consumer sentiment declined for the first time in six months amid persistent inflation concerns. Investors also weighed the Fed's likely decision to hold rates steady next week, as long-term inflation expectations remain anchored. Corporate highlights included strong results from Amex and Verizon, contrasting with setbacks for TI and Boeing.