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Bloomberg
Emerging market investors appear to be the most sensitive canaries in the global investing coalmine as they abandon 'high growth' opportunities in favor of safe-havens, sending broad-based emerging market currencies to record lows...
新兴市场投资者似乎是全球投资领域最敏感的风向标，他们放弃“高增长”机会，转而寻求避险，导致新兴市场货币全线跌至创纪录低点。
JPMorgan's Emerging Market FX index just hit a new record low...
摩根大通新兴市场外汇指数刚刚创下历史新低。
Source: Bloomberg 消息来源：彭博社
The various "pesos" are leading the most recent collapse...
各种各样的“比索”导致了最近的崩溃…
Source: Bloomberg 消息来源：彭博社
Today sees new record lows for the Colombian Peso...
今天，哥伦比亚比索创下历史新低。
Source: Bloomberg 消息来源：彭博社
And fears that Argentine net foreign currency reserves are in a more dire situation than many people assume from looking at the gross figure, sent the peso plummeting back towards record lows...
由于担心阿根廷的净外汇储备情况比许多人从总数字上所认为的更为糟糕，比索重挫至创纪录低点……
“We think that the gross FX reserve figure overstates the BCRA’s ability to prop up the peso,” economist Edward Glossop writes in a note.
经济学家爱德华•格罗索普(Edward Glossop)在一份报告中写道:“我们认为，总外汇储备数字夸大了阿根廷央行支撑比索的能力。”
Capital Economics estimates the BCRA’s net FX reserves have fallen from $30 billion in mid-April to just $19 billion now
凯投宏观估计，阿根廷央行的净外汇储备已从4月中旬的300亿美元降至目前的190亿美元。
Source: Bloomberg 消息来源：彭博社
Where investors have stayed local, they have dramatically shifted to investment grade EM debt and away from high yield EM debt
在投资者留在当地的情况下，他们已经大幅转向投资级新兴市场债务，并远离高收益的新兴市场债务
Source: Bloomberg 消息来源：彭博社
“Credit quality will matter, and I strongly prefer investment grade over high yield in emerging-market debt,” said Sergey Dergachev, senior portfolio manager at Union Investment in Frankfurt, who favors Indonesia, India, Egypt and Croatia.
来自联合投资驻法兰克福高级投资组合经理，看好印尼、印度、埃及和克罗地亚新兴市场的Sergey Dergachev表示，"信贷质量将很重要，我强烈倾向于投资级，而不是高收益的新兴市场债券。"
But it seems the flood of capital is flowing from EM FX into dollars and from there into US Treasuries, as the long-end of the curve hits new record low yields.
但随着长期债券收益率触及创纪录低位，资金洪流似乎正从新兴市场外汇流入美元，并从美元流入美国国债。
In developing nations, “the balANCe of risks are skewed to the downside in the near-term,” said Patrick Wacker, a fund manager for emerging-market fixed income at UOB Asset Management Ltd. in Singapore.
大华银行资产管理有限公司(UOB Asset Management Ltd.)驻新加坡的新兴市场固定收益基金经理帕特里克·沃克(Patrick Wacker)说，在发展中国家，“短期内风险的天平偏向下行，”
本文标题：USG联准国际：随着比索暴跌，新兴市场外汇暴跌至创纪录低点
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