新西兰元上涨至0.59美元以上，收复了本周早些时候的失地，因为在美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性后，美元下跌，重申了央行尽管推迟加息，但仍持宽松态度。在新西兰，本周的数据显示，第一季度失业率上升至4.3%，高于预测，为三年来的最高水平，这使新西兰储备银行更接近于先于美联储降息。投资者押注于第四季度的降息，大多数经济学家也表示同意，尽管一些人预计官方现金利率将保持不变，直到2025年。市场现在期待着澳大利亚储备银行下周的政策决定，这可能会影响国内货币政策的前景。

The New Zealand dollar rose above $0.59, recouping losses from earlier in the week as the US dollar retreated after the Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike, reiterating the central bank’s easing bias despite a delay. In New Zealand, data this week showed that the unemployment rate rose to 4.3% in the first quarter, above forecasts and the highest in three years, putting the Reserve Bank of New Zealand closer to cutting rates before the Fed. Investors are betting on a fourth-quarter rate cut and most economists concur, although some expect the official cash rate to remain unchanged until 2025. Markets now look forward to the Reserve Bank of Australia’s policy decision next week, which could influence the outlook for domestic monetary policy.

标普全球俄罗斯制造业采购经理人指数从上月的55.7降至2024年4月的54.3，这是自2006年8月以来的最快扩张。数据显示，随着产出和新订单增长放缓，外国需求回到收缩区域，该行业出现了自1月份以来最疲软的扩张。随后，企业连续第三个月增加了就业，尽管创造就业的速度比3月份有所放缓，但仍然是23年来最强劲的。尽管就业人数急剧增加，但由于产能紧张，积压的工作增加到2017年7月以来的最快水平。在价格方面，由于原材料和运输价格上涨，投入成本通胀加速。与此同时，由于公司将更高的成本转嫁给客户，销售价格上涨。最后，商业情绪减弱至三个月低点，但在产量和客户需求增加的希望下仍保持乐观。

The S&P Global Russia Manufacturing PMI decreased to 54.3 in April 2024 from 55.7 in the previous month, which was the fastest expansion since August 2006. The reading pointed to the softest expansion in the sector since January, as output and new order growth eased, with foreign demand returned to contraction territory. Subsequently, firms raised employment for the third straight month, though the rate of job creation slowed from March, but was nonetheless among the strongest in over 23 years. Despite a sharp rise in employment, the backlogs of work rose to the fastest since July 2017, as capacity was placed under strain. On the price front, input cost inflation accelerated due to higher raw materials and transport prices. Meanwhile, selling prices rose as firms passed through greater costs to customers. Finally, business sentiment weakened to a three-month low but remained upbeat amid hopes of higher production and customer demand.

澳元升值超过0.65美元，弥补了本周早些时候的损失，因为在美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性后，美元下跌，重申了央行尽管推迟了加息，但仍倾向于宽松政策。在国内，投资者对数据做出反应，数据显示，由于出口增长落后于进口增长，澳大利亚3月份出现了三年多来最小的贸易顺差。在其他地方，由于房地产市场的供应短缺推高了房地产价格，澳大利亚3月份的建筑审批增幅低于预期。投资者现在期待着澳大利亚储备银行下周的政策决定，预计这将标志着由于通胀再次加速而产生的鹰派偏见。

The Australian dollar appreciated past $0.65, recouping losses from earlier in the week as the US dollar retreated after the Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike, reiterating the central bank’s easing bias despite a delay. Domestically, investors reacted to data showing Australia posted its smallest trade surplus in over three years during March as export growth fell behind import growth. Elsewhere, Australian building approvals rose less than expected in March as the supply shortage in the housing market that pushed up property prices remained a challenge. Investors now look ahead to the Reserve bank of Australia’s policy decision next week where it is expected to signal a hawkish bias due to a re-acceleration in inflation.

由于美联储保持利率稳定，美联储主席鲍威尔排除了再次加息的可能性，欧洲股市周四开盘时表现平平。在欧洲，投资者将评估意大利3月份的生产者通胀数据和瑞士4月份的通胀数据。在企业方面，收益将来自安盛、Hugo Boss、壳牌、渣打和维斯塔斯等。与此同时，诺和诺德第一季度的利润超过了预期，其减肥药Wegovy的销售额翻了一番多。欧元斯托克50指数期货在盘前交易中持平。

European equity markets were headed for a muted open on Thursday as the US Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike. In Europe, investors will assess Italian producer inflation data for March and Swiss inflation figures for April. On the corporate front, earnings are set to come from AXA, Hugo Boss, Shell, Standard Chartered and Vestas, among others. Meanwhile, Novo Nordisk topped profit estimates in the first quarter as sales of its weight loss drug Wegovy more than doubled. Euro Stoxx 50 futures were flat in premarket trade.