墨西哥 三月 财政平衡从前值-50.733B回落至-110.1B

The Australian Dollar reclaimed the 0.7200 level on Thursday, surging more than 1% as the Greenback dropped to seven-day lows amid Japanese authorities’ intervention in the FX markets, pushing aside solid US economic data. The AUD/USD trades past 0.7200 after hitting a daily low of 0.7110.

Mexico Fiscal Balance, pesos fell from previous -50.733B to -110.1B in March

周四，美国美元指数（DXY）大幅下跌至约98.10，此前数据显示美国经济第一季度增长低于预期，同时日本当局近两年来首次干预外汇市场。

The US Dollar Index (DXY) declined sharply to around 98.10 on Thursday after data showed the United States (US) economy grew at a lower-than-expected pace in the first quarter and amid Japanese authorities' first intervention in the foreign exchange market in almost two years.

星展集团研究经济学家蔡汉腾预计，泰国央行（BoT）将在2026年底前维持政策利率在1.00%，因伊朗相关供应冲击带来的滞胀压力影响增长和通胀。星展银行将2026年通胀预测上调至2.5%，并预计国内生产总值（GDP）增长约为1.6%，大致符合泰国央行的预测。

DBS Group Research economist Chua Han Teng expects the Bank of Thailand (BoT) to keep its policy rate at 1.00% through end-2026 as stagflationary pressures from Iran-related supply shocks hit growth and inflation.

大华银行经济学家何伟辰评估了中国最新的采购经理人指数（PMI），指出制造业前景积极，得益于强劲的人工智能相关出口需求和稳健的工业利润，而国内需求和服务业表现疲软。报告强调整体价格压力得到控制，但投入成本较高，并认为尽管2026年晚些时候有适度政策宽松的空间，近期降息的可能性有限。

渣打银行分析师Pietro Righi和Christopher Graham警告称，罗马尼亚再次爆发的政治动荡可能破坏财政整合并推迟关键改革。社会民主党（PSD）退出执政联盟，以及由PSD和罗马尼亚联盟党（AUR）支持的不信任投票，威胁到欧盟（EU）资金的拨付。