摩根士丹利建议投资者增加对新兴市场货币的看跌押注，同时建议增加对当地债券和利率互换的敞口，因预期发展中国家央行将采取更偏鸽派的立场。

　　“我们不认为外汇市场充分消化了全球经济衰退，”James Lord等策略师周一写道；他们建议做多美元兑哥伦比亚比索，同时押注欧元兑波兰兹罗提上涨。

　　在利率方面，摩根士丹利看好2028年到期的巴西NTN-B债券，以及哥伦比亚IBR曲线中受益于利率期货下跌的接收方。

　　“美元的避险属性部分被削弱，这令新兴市场央行在货币政策方面有了更多的灵活性”。

　　哥伦比亚比索兑美元周一下跌2%，领跌新兴市场货币。

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