随着美元贬值，新兴市场本币债务可能会结束长达十年的干旱。在经历了十多年的干旱之后，美元疲软正在提升一个长期被忽视的资产类别——新兴市场本币债务。

Emerging market local currency debt could end decade-long drought as dollar wanes.A weakening U.S. dollar is lifting a long-neglected asset class - emerging market local currency debt - after a more than decade-long drought.

美元指数价格预测：看跌倾向在98.00附近保持不变。美元指数（DXY）是衡量美元（USD）对一篮子六种世界货币价值的指数，在周二欧洲早盘交易中小幅下跌，接近98.10。然而，在中东地缘政治紧张局势不断升级的情况下，该指数的潜在下行可能有限。

US Dollar Index Price Forecast: Bearish bias remains unchanged near 98.00.The US Dollar Index (DXY), an index of the value of the US Dollar (USD) measured against a basket of six world currencies, trades with mild losses near 98.10 during the early European session on Tuesday. However, the potential downside for the index might be limited amid escalating geopolitical tensions in the Middle East.

周二，10年期美国国债收益率保持在4.43%附近，在连续两个交易日上涨后暂停，投资者正在等待本周美联储的政策决定。尽管人们普遍预计美联储将保持利率不变，但市场将密切关注货币政策路径的任何前瞻性指引。由于与贸易有关的不确定性和油价上涨引发的通胀压力，今年进一步降息的预期有所下降。即将于今天晚些时候公布的美国零售销售数据也可能为消费者支出和更广泛的经济势头提供新的见解。与此同时，地缘政治问题仍然是人们关注的焦点。唐纳德·特朗普总统呼吁在以色列持续空袭的情况下全面撤离德黑兰，重申伊朗应该接受他提出的核协议。特朗普还提前离开了在加拿大举行的七国集团峰会，以监测中东的事态发展。

The yield on the 10-year US Treasury held near 4.43% on Tuesday, pausing after two consecutive sessions of gains, as investors awaited this week’s Federal Reserve policy decision. While the Fed is widely expected to keep interest rates unchanged, markets will be closely watching for any forward guidance on the path of monetary policy. Expectations for further rate cuts this year have diminished amid trade-related uncertainty and inflationary pressures fueled by higher oil prices. Upcoming US retail sales data, set to be released later today, may also provide fresh insights into the strength of consumer spending and broader economic momentum. Meanwhile, geopolitical concerns remained in focus. President Donald Trump called for the full evacuation of Tehran amid continued Israeli airstrikes, reiterating that Iran should have accepted his proposed nuclear deal. Trump also left the G7 summit in Canada early to monitor developments in the Middle East.

路透社获得的一份国务院电报显示，美国总统唐纳德·特朗普正在考虑将旅行限制扩大到另外36个国家的公民。此前，美国政府发布了一项禁止12个国家入境的行政公告，这将是美国近代史上最广泛的签证改革之一。由国务卿马尔科·卢比奥签署的内部电报为目标国家提供了60天的窗口期，以遵守美国的安全和身份验证标准。未能达到这些基准可能会导致全面或部分入境禁令。接受审查的国家包括安哥拉、贝宁、布基纳法索、喀麦隆、埃及、尼日利亚、坦桑尼亚、柬埔寨、汤加、圣卢西亚和其他国家，根据护照安全、驱逐合作和恐怖主义相关风险等标准进行评估。

U.S. President Donald Trump is considering expanding travel restrictions to citizens from 36 more countries, according to a State Department cable obtained by Reuters. This follows an earlier executive proclamation barring entry from 12 nations and would represent one of the most extensive visa overhauls in recent U.S. history. The internal cable, signed by Secretary of State Marco Rubio, gives the targeted countries a 60-day window to comply with U.S. security and identity-verification standards. Failure to meet these benchmarks could lead to full or partial entry bans. Countries under review include Angola, Benin, Burkina Faso, Cameroon, Egypt, Nigeria, Tanzania, Cambodia, Tonga, Saint Lucia, and others, assessed on criteria such as passport security, deportation cooperation, and terrorism-related risks.