CRB指数 (CRBIndex) 加自选

2024年4月，泰国消费者价格同比上涨0.19%，较上月下跌0.47%有所反弹。这是自去年9月以来消费者价格的首次上涨，也是八个月来的最高值。与此同时，核心通胀率为0.37%，与上月持平，为2021年12月以来的最低水平。

The consumer prices in Thailand increased 0.19% year-on-year in April 2024, rebounding from a 0.47% fall in the previous month. It was the first increase in consumer prices since last September and the highest reading in eight months. Meanwhile, the core inflation rate stood at 0.37%, unchanged from the previous month, marking the lowest rate since December 2021.

周五，日元兑美元汇率升至153左右，本周涨幅将超过3%，这是由于日本当局从周一开始至少两次涉嫌干预。日本政府拒绝证实是否是日元突然飙升的幕后黑手，尽管日本央行的数据显示，东京方面花费了约600亿美元来支撑日元。一份报告还建议，日本可能会通过税收优惠，鼓励企业将利润兑换成日元。由于日本央行将利率保持在超低水平，促使交易员借入日元并投资于收益率较高的货币，日元兑美元今年暴跌近14%，4月29日跌至1美元兑160日元的低点。从外部来看，由于美联储主席鲍威尔排除了再次加息的可能性，日元受益于美元的下跌。

The Japanese yen strengthened to around 153 per dollar on Friday and was set to gain more than 3% this week, driven by a suspected intervention from Japanese authorities on at least two instances starting on Monday. Japan's government refused to confirm whether it was behind the currency’s sudden surge, although Bank of Japan data suggested Tokyo spent about $60 billion to prop up the yen. A report also suggested that Japan may introduce incentives for companies to convert profits into yen with tax breaks. The currency plunged nearly 14% against the dollar this year, sinking to as low as 160 per dollar on April 29 as the BOJ kept interest rates ultra-low, prompting traders to borrow yen and invest in higher-yielding currencies. Externally, the yen benefited from a retreat in the dollar as the US Federal Reserve Chair Powell ruled out the possibility of another rate hike.

香港股市周五早盘上涨192点，涨幅1.0%，至18402点的近8个月高点，连续第二个交易日上涨，此前华尔街股市隔夜表现强劲，科技股在今天晚些时候发布关键月度就业报告前反弹。美联储周三连续第六次会议保持利率不变，金管局与将基准利率维持在5.75%的决定步调一致。主席鲍威尔暗示，央行的下一步行动不会是加息。恒生指数周涨幅将超过4%，这将是连续第二次上涨，受闪光数据的提振，该数据显示，该市经济在2024年第一季度的增长超过预期，并取得了第五季度的涨幅。所有行业都有所攀升，在苹果公布强劲的盈利业绩后，科技股飙升近2%。尽管腾讯股价创下12个月来的最高点，但其他涨幅居前的是KE-Hlds。（4.6%），JD。Com（3.6%）、快手科技（3.4%）和UBTech Robotics（8.0%）。

Hong Kong's equities climbed 192 points or 1.0% to a near 8-month peak of 18,402 in early trade on Friday, rising for the second session amid a strong surge in US futures following a solid session on Wall Street overnight as tech stocks rallied ahead of key monthly jobs report later today. The Fed Wednesday kept interest rates unchanged for the sixth meeting in a row, and the HKMA moved in lockstep with the decision to maintain its base rate at 5.75%. Chair Powell implied that the central bank's next move would not be raising rates. The Hang Seng is heading for a jump of over 4% weekly, which will be the second successive rise, buoyed by flash data showing the city's economy grew more than expected in Q1 of 2024 and logged the fifth quarter of advance. All sectors climbed, with tech soaring near 2% after Apple posted robust earnings results. While Tencent shares hit a 12-month top, other top movers were KE Hlds. (4.6%), JD.Com (3.6%), Kuaishou Tech. (3.4%), and UBTech Robotics (8.0%).

美元指数周五跌至105.3以下，跌至三周来的最低水平，因为投资者准备迎接可能影响利率前景的关键月度就业报告。该指数本周也将下跌近1%，因为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，尽管时间有所推迟。与此同时，政策制定者承认，通胀在过去一年有所放缓，但仍在上升，并表示近几个月来，央行的通胀目标缺乏进一步进展。从外部来看，日元因日本当局的干预而大幅上涨，加剧了美元的下跌。尽管中国假期交易减少，但美元兑人民币本周也下跌了约1%。

The dollar index fell below 105.3 on Friday, sliding to its lowest levels in three weeks as investors braced for a key monthly jobs report that could influence the interest rate outlook. The index is also on track to lose nearly 1% this week as the Federal Reserve held interest rates steady and Fed Chair Powell ruled out the possibility of another rate hike despite a delay in the timing. Meanwhile, policymakers acknowledged that inflation has moderated over the past year but remains elevated, saying there has been a lack of further progress toward the central bank's inflation objective in recent months. Externally, the dollar’s decline was exacerbated by a sharp rally in the yen on a suspected intervention by Japanese authorities. The greenback also fell about 1% versus the yuan this week despite holiday-thinned trading in China.