周四，美元指数从早盘下跌中反弹，稳定在106左右，保持在五个月高点附近。交易员们消化了包括首次申领失业救济金和费城联储制造业指数在内的最新数据，这些数据继续表明经济具有韧性。与此同时，通胀压力尚未结束，包括主席鲍威尔在内的几位政策制定者一直主张，央行需要对通胀更有信心，不急于降息。大约66%的投资者押注第一次降息将在9月进行。

The dollar index bounced back from early losses to stabilize around 106 on Thursday, holding around its five-month peak. Traders digest fresh data including the initial claims and the Philadelphia Fed Manufacturing Index which continue to point to a resilient economy. At the same time, inflationary pressures are not over yet, and several policymakers including Chair Powell have been advocating that the central bank needs more confidence on the inflation and is not in a rush to cut the rates. Around 66% of investors bet the first rate cut will happen in September.

2024年3月，美国的现房销售额下降了4.3%，经季节性调整后的年化率为419万套，部分扭转了2月份9.5%的增长趋势，而预测为420万套。NAR首席经济学家Lawrence Yun表示：“房屋销售之所以停滞不前，是因为利率没有做出任何重大举措。在当前环境下，增加库存总是受欢迎的。”。在美国四大地区中，中西部、南部和西部的销售额有所下滑，但东北部的销售额自2023年11月以来首次上升。住房总库存为111万套，比2月份增长4.7%，比一年前增长14.4%。按照目前的销售速度，未售出库存的供应量为3.2个月，高于2月份的2.9个月。现房价格中位数为393500美元，比前一年（375300美元）上涨4.8%。所有四个地区的价格都有所上涨。

Existing-home sales in the US, a measure of completed transactions that include single-family homes, townhomes, condominiums and co-ops, declined 4.3% to a seasonally adjusted annualized rate of 4.19 million units in March 2024, partially reversing from a 9.5% rise in February and compared to forecasts of 4.2 million. "Home sales are stuck because interest rates have not made any major moves. More inventory is always welcomed in the current environment", said NAR Chief Economist Lawrence Yun. Among the four major US regions, sales slid in the Midwest, South and West, but rose in the Northeast for the first time since November 2023. Total housing inventory was 1.11 million units, up 4.7% from February and 14.4% from one year ago. Unsold inventory sits at a 3.2-month supply at the current sales pace, up from 2.9 months in February. The median existing-home price was $393,500, an increase of 4.8% from the previous year ($375,300). All four regions registered price gains.

标准普尔/多伦多证券交易所综合指数周四微涨0.2%，高于21700点，受材料板块上涨提振，同时投资者权衡美联储长期加息的可能性。在中东持续紧张局势中，对黄金的安全需求增强，推高了主要矿业股的股价，包括Agnico Eagle，上涨1.7%，Barrick Gold和Wheaton Precious Metals，涨幅均超过1%。此外，能源板块对该指数的上涨做出了贡献，森科尔以0.7%的涨幅领先。在企业发展方面，TC Energy向投资者保证，其位于阿尔伯塔省的NGTL天然气管道因周二的野火而破裂，不会造成服务中断。相反，加拿大食品生产商抑制了涨幅，Tilray的跌幅为1.3%。

The S&P/TSX Composite index edged 0.2% higher to above the 21,700 level on Thursday, lifted by gains in the materials sector, while investors weighed the potential for prolonged higher interest rates by the US Fed. Safe-haven demand for bullion strengthened amidst ongoing tensions in the Middle East, driving shares of major mining stocks higher, including Agnico Eagle, which rose 1.7%, followed by Barrick Gold and Wheaton Precious Metals, each gaining over 1%. Additionally, the energy sector contributed to the index's advance, with Suncor leading with a 0.7% increase. In corporate developments, TC Energy reassured investors of no service disruptions following the rupture of its NGTL gas pipeline in Alberta, triggered by a wildfire on Tuesday. Conversely, canabis producers tempered the rise, led by Tilray's 1.3% drop.

在纽约，道琼斯指数周四上涨198点，涨幅0.52%。涨幅居前的是UnitedHealth（3.66%）、Travelers Companies（1.84%）和Home Depot（0.95%）。跌幅最大的是英特尔（-1.62%）、微软（-1.02%）和Salesforce（-0.63%）。

In New York, the Dow Jones Index is gaining 198 points or 0.52 percent on Thursday. Leading the gains are UnitedHealth (3.66%), Travelers Companies (1.84%) and Home Depot (0.95%). Top losers are Intel (-1.62%), Microsoft (-1.02%) and Salesforce (-0.63%).