美联储降息的传言震惊了美国就业市场；卢比搭上美元暴跌的顺风车。周一，印度卢比将开盘走高，在美国疲软的就业数据提振了人们对美联储将在9月会议上降息的押注后，印度卢比兑美元将大幅下跌。

US jobs jolt fans Fed rate cut buzz; rupee to ride dollar slump.The Indian rupee is set to open higher on Monday, riding the dollar's plunge after a weak U.S. jobs data boosted bets that the Federal Reserve will cut rates at its September meeting.

两名印度政府消息人士告诉路透社，尽管美国总统特朗普威胁要进行处罚，但印度仍将继续从俄罗斯购买石油。特朗普警告称，将对俄罗斯的石油和武器采购进行额外处罚，同时对印度出口产品征收25%的新关税。他还声称印度将停止购买俄罗斯石油，但印度官员否认有任何政策转变。一位消息人士表示：“这些是长期石油合同。”并补充说，突然停止购买是不可行的。另一位官员认为，印度以折扣价进口俄罗斯石油有助于稳定全球价格。与伊朗或委内瑞拉的原油不同，俄罗斯石油没有受到直接制裁，印度以低于欧盟价格上限的价格购买。俄罗斯仍然是印度最大的石油供应国，占进口量的35%。1月至6月，印度每天进口约175万桶俄罗斯石油，比去年增长1%。然而，一些国有炼油厂最近暂停了购买，原因是折扣减少，而不是政治压力。

India will continue purchasing oil from Russia despite threats of penalties from U.S. President Trump, two Indian government sources told Reuters. Trump had warned of additional penalties over Russian oil and arms purchases, alongside a new 25% tariff on Indian exports. He also claimed India would stop buying Russian oil, but Indian officials denied any policy shift. “These are long-term oil contracts,” one source said, adding it's not feasible to halt purchases abruptly. Another official argued that India's imports of discounted Russian oil have helped stabilize global prices. Unlike Iranian or Venezuelan crude, Russian oil isn’t under direct sanctions, and India is buying it below the EU price cap. Russia remains India’s top oil supplier, accounting for 35% of imports. From January to June, India imported about 1.75 million barrels per day of Russian oil, up 1% from last year. However, some state refiners recently paused purchases due to reduced discounts, not political pressure.

美国关税担忧对卢比造成压力；RBI利率决策成为焦点。由于美国的关税担忧和印度储备银行即将作出的政策决定，印度卢比面临压力。收盘时兑美元汇率为87.54，接近2月以来的最低水平，受外国资金外流和关税的影响。

US tariff worries weigh on rupee; RBI rate decision in focus.The Indian rupee faces pressure due to U.S. tariff concerns and the upcoming RBI policy decision. Closing at 87.54 against the dollar, it's near its weakest since February, impacted by foreign outflows and tariffs.

印度卢比因美国关税担忧而面临压力，印度储备银行政策成为焦点。由于对美国对印度出口征收高额关税的担忧挥之不去，卢比本周可能会继续面临压力，而印度储备银行即将出台的政策决定也对卢比和政府债券产生了重大影响。

Indian rupee seen under pressure on US tariff worries, RBI policy in focus.The rupee is likely to stay under pressure this week as concerns over steep U.S. tariffs on Indian exports linger, while the Reserve Bank of India's upcoming policy decision also looms large over the currency and government bonds.