欧元/新加坡元 (EURSGD) 加自选

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.

欧元基本保持在1.07美元不变，对美元保持下跌趋势，这是由于投资者情绪支持欧洲央行与美联储相比采取更温和的立场。最近的通胀数据显示，4月份欧元区通胀率稳定在2.4%，符合预期，而核心利率从2.9%降至2.7%，支持了欧洲央行6月份可能降息的理由。与此同时，欧元区经济在第一季度增长了0.3%，超过了市场预测的0.1%，标志着从2022年第四季度以来的低迷表现中反弹。另一方面，在美国，美联储连续第六次将利率维持在创纪录水平，并表示在政策制定者更有信心通胀持续朝着2%的目标迈进之前，不会降低利率。

The euro remained largely unchanged at $1.07, maintaining its downward trend against the US dollar, fueled by investor sentiment favoring a more dovish stance from the European Central Bank compared to the US Federal Reserve. Recent inflation data showed that Eurozone inflation held steady at 2.4% in April, in line with expectations, while the core rate dipped to 2.7% from 2.9%, bolstering the case for a potential interest rate cut by the ECB in June. Meanwhile, the Eurozone economy expanded by 0.3% in Q1, surpassing market forecasts of just 0.1% and signaling a rebound from the subdued performance observed since Q4 2022. On the other hand, in the US, the Federal Reserve maintained interest rates at record levels for the sixth consecutive time and indicated it would refrain from reducing them until policymakers are more confident that inflation is moving sustainably toward its 2% target.

法兰克福DAX指数延续早盘跌幅，周二收盘下跌1%，收于17932点，追随欧洲股市的大幅下跌，人们越来越担心美联储的鹰派立场和企业盈利不佳。会议上公布的数据显示，今年第一季度欧元区GDP增长0.3%，而预期增长0.1%，这得益于国内0.2%的增长率强于预期。与此同时，欧元区的通货膨胀率保持在2.4%不变。重量级汽车板块领跌，梅赛德斯和大众在运营利润下降后双双下跌近5%。阿迪达斯股价也大幅下跌，跌幅2.3%，尽管公布的利润好于预期。

Frankfurt’s DAX index extended early losses and closed 1% lower at 17,932 on Tuesday, tracking the sharp decline for European equities amid increasing concerns of a hawkish Federal Reserve and poor corporate earnings. Data released in the session showed that the Eurozone’s GDP expanded by 0.3% in the first quarter of the year, compared to expectations of a 0.1% increase, buoyed by a stronger-than-expected 0.2% growth rate domestically. In the meantime, the bloc’s inflation was unchanged at 2.4%. The heavyweight auto sector led the losses, with Mercedes and Volkswagen both sinking close to 5% after the giants delivered declines in operating profit. Adidas shares also sank sharply and lost 2.3%, despite posting a better-than-expected profit.

CAC 40指数周二下跌0.99%，收于7984点，投资者浏览了一系列企业盈利报告，并关注了欧盟范围内4月通胀和第一季度GDP数据，为欧洲央行未来的利率决策提供了见解。在个股中，Stellantis NV面临挑战，其股价暴跌1004%，此前该公司报告称，2024年第一季度收入下降12%，至417亿欧元，低于预期的443.5亿欧元，主要原因是为新车型生产做准备的北美销售额下降。紧随其后的是雷诺，跌幅为5.52%，Teleperformance和Capgemini分别下跌4.49%和3.7%。在经济方面，最新经济数据有利于欧洲央行的鹰派，第一季度欧元区GDP增长0.3%，超过预期，国内增长0.2%。通货膨胀率稳定在2.4%，这表明政策制定者对价格压力的担忧持续存在。

The CAC 40 dropped by 0.99% to close at 7,984 on Tuesday as investors navigated through a flurry of corporate earnings reports and focused on bloc-wide flash April inflation and Q1 GDP data, providing insights into the ECB's future interest rate decisions. Among individual stocks, Stellantis NV faced challenges, with shares plummeting by 10.04% after reporting a 12% revenue decrease to EUR 41.7 billion in Q1 2024, falling short of the expected EUR 44.35 billion, primarily due to lower North American sales in preparation for new model production. Following closely, Renault experienced a 5.52% decline, while Teleperformance and Capgemini dropped by 4.49% and 3.7%, respectively. On the economic front, the latest economic data favors ECB hawks with Eurozone GDP growing by 0.3% in Q1, surpassing expectations, with domestic growth at 0.2%. Inflation remained steady at 2.4%, indicating ongoing price pressure concerns for policymakers.