墨西哥比索/日元 (MXNJPY) 加自选

俄罗斯卢布在5月份升值至91美元大关，为两个月来的最高点，同时采取了越来越多的措施来支持外汇流入俄罗斯经济。莫斯科延长资本管制，人为地为主要出口导向型公司创造了对卢布的需求，这仍然支撑着卢布。此举延长了一项总统令，该法令要求43家主要出口商在收到资金后120天内将至少80%的外汇收益出售给俄罗斯银行，该法令将持续到2025年4月底。与此同时，财政部的数据显示，公司成功地避开了西方的制裁，并增加了国家的石油收入。除了支持外汇流入，强劲的能源收入还通过限制政府的过度借贷和防止未来旨在使卢布贬值以支持出口和预算的政策来加强卢布。

The Russian ruble appreciated toward the 91 per USD mark in May, its strongest in two months, amid mounting measures to prop up the level of foreign exchange inflows into the Russian economy. The currency remained supported by Moscow’s extension of capital controls that artificially created demand for rubles for key export-oriented companies. The move extended a presidential decree requiring 43 key exporters to sell at least 80% of foreign exchange proceeds to Russian banks within 120 days of receiving funds, set to continue until the end of April 2025. In the meantime, data from the Ministry of Finance showed that companies have been successful in evading Western sanctions and increased oil revenues for the state. Besides supporting foreign exchange inflow, strong energy revenues strengthen the ruble by limiting excess borrowing by the government and preventing future policies intended to depreciate the ruble to support exports and the budget.

美国股票期货在连续三个交易日上涨后，于周二绕平线波动。交易员们继续评估利率前景，9月份降息的可能性目前约为67%。本周美联储发言人的几次露面将为首次降息何时发生提供进一步线索。在企业方面，迪士尼的股价在盘前交易中下跌了4.5%以上，此前该公司的收入略低于预期，Disney+的整体订户低于预期。与此同时，微软、英伟达、亚马逊、Meta和Alphabet在开盘前都出现了亏损，而苹果上涨了约0.8%。

Stock futures in the US swung around the flatline on Tuesday, following three straight sessions of gains. Traders continue to assess the interest rate outlook, with the odds for a cut in September currently standing around 67%. Several appearances from Fed speakers due during the week will provide further clues on when the first reduction will happen. On the corporate front, shares of Disney sank more than 4.5% in premarket trading after the company's revenue slightly missed forecasts and overall Disney+ subscribers came in lower than expected. Meanwhile, Microsoft, Nvidia, Amazon, Meta and Alphabet were all in the red before the opening bell while Apple rose about 0.8%.

周二，BSE指数下跌384点，跌幅0.5%，收于73511.85点，为两周多来的最低点，受更广泛的市场抛售和权重股下跌的推动。电网、JSW钢铁、塔塔钢铁、NTPC、印度工业银行、HCL Tech、塔塔汽车、M&M、ICICI银行、Titan和Axis银行领跌Sensex指数，跌幅高达3.8%。尽管全球出现了积极的迹象，但印度大选投票率出乎意料地低，交易员们似乎越来越谨慎。议会下院人民院的七个选举阶段中的第三阶段正在进行中。另一方面，印度斯坦联合利华、Tech Mahindra、雀巢印度公司、ITC和Wipro是当天表现最好的公司，涨幅在1.1%至5.5%之间。

The BSE index dropped 384 points, or 0.5% to settle at 73,511.85 on Tuesday, its lowest in over two weeks, driven by a broader market sell-off and the decline of heavyweight stocks. PowerGrid, JSW Steel, Tata Steel, NTPC, IndusInd Bank, HCL Tech, Tata Motors, M&M, ICICI Bank, Titan, and Axis Bank led the losses on the Sensex, falling by up to 3.8%. The decline came despite positive global cues, as traders seemed increasingly cautious following an unexpectedly low turnout in India's elections. The third of the seven phases of elections for the renewal of the House of the People, the lower house of parliament, is underway. On the other hand, Hindustan Unilever, Tech Mahindra, Nestle India, ITC, and Wipro, were the top performers for the day, with gains ranging between 1.1% and 5.5%.

周二，基于卢布的MOEX俄罗斯指数下跌0.4%，徘徊在3420点，将该指数的疲软势头延续至一个月来的低点，因为制裁和外国限制继续阻碍俄罗斯企业的发展。石油巨头卢克石油公司是俄罗斯蓝筹股盘中跌幅最大的公司之一，由于脱离股息，该公司股价下跌近4%。其董事会此前决定每股支付近500卢布，收益率为6.1%。与此同时，俄罗斯天然气工业股份公司（Gazprom）保持了最近糟糕的势头，在过去三个交易日中暴跌了8%。这家巨头此前在2023年报告了20年来的首次年度亏损，由于俄罗斯入侵乌克兰的余波和与西方国家的业务急剧下降，天然气销售额在此期间减少了一半以上。最后，矿商在本周中段平均下跌，Polus下跌1.5%，领涨以黄金为主的公司，而NorNickel下跌近1%，为贱金属矿商奠定了基础。

The ruble-based MOEX Russia Index was 0.4% down to hover at the 3,420 mark on Tuesday, extending the index’s muted momentum to a one-month low as sanctions and foreign restrictions continued to hamper the Russian corporate backdrop. Oil giant Lukoil was among the top losers for Russian blue chips in the session, dropping nearly 4% as it was detached from its dividends. Its board previously decide to pay off nearly RUB 500 per share, yielding 6.1%. In the meantime, Gazprom held its recent poor momentum total an 8% plunge in the last three sessions. The giant previously reported its first annual loss in 20 years in 2023, as gas sales more than halved in the period, pressured by the fallout of Russia’s invasion of Ukraine and the sharp decline in business with Western countries. Lastly, miners averaged losses halfway through the week, with Polus dropping 1.5% to lead losses for bullion-focused companies, while NorNickel lost nearly 1% to set the pace for base metal miners.