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2024年3月，经季节性调整的美国建筑许可证年增长率为146.7万，比初步估计的145.8万下降了3.7%。这一最新的下降是在2月份上涨2.3%之后发生的，许可证暴跌至去年9月以来的最低点，表明受历史高借贷成本的影响，房地产市场持续低迷。单一家庭授权下降4.7%，至98.3万件的四个月低点，而不稳定的多部门批准下降1.4%，至48.4万件。在美国不同地区，南部（-0.3%至77.4万）、中西部（-13.9%至19.9万）和东北部（-20.3%至16.1万）的许可证下降抵消了西部（6.1%至33.3万）的增长。

Building permits in the United States fell by 3.7% to a seasonally adjusted annual rate of 1.467 million in March 2024, revised from a preliminary estimate of 1.458 million. This latest decline follows a 2.3% uptick in February, plunging permits to their lowest point since last September and signaling sustained sluggishness in the housing market, influenced by historically high borrowing costs. Single-family authorizations declined by 4.7% to a four-month low of 983 thousand, while approvals for the volatile multi-segment were down by 1.4% to 484 thousand. Across different US regions, permit declines in the South (-0.3% to 774 thousand), the Midwest (-13.9% to 199 thousand), and the Northeast (-20.3% to 161 thousand) offset gains in the West (6.1% to 333 thousand).

美国期货周二走高，三大股指上涨约0.2%，并随着财报季的到来，延续了前一交易日的涨幅。丹纳赫的股价在盈利和收入均超过预期后，在盘前交易中飙升约8%。UPS股价上涨近1.5%，此前公布的收益好于预期。此外，洛克希德·马丁公司在报告导弹、防空系统和太空硬件的销售额增长后上涨2.5%。通用汽车（General Motors）股价上涨超过4%，此前该公司公布了财报，并上调了利润预期。特斯拉（0.3%）和Visa（0.5%）在公布盈利报告之前，均在盘前交易中小幅上涨。另一方面，由于业绩未能给投资者留下深刻印象，百事公司股价小幅下跌（-0.3%）。在数据方面，标普针对美国的全球PMI将成为焦点。

US futures were higher on Tuesday, with the three major averages adding around 0.2%, and extending gains from the previous session, as the earnings season rolls in. Shares of Danaher soared about 8% in premarket trading after beating on both earnings and revenue. UPS was up nearly 1.5% after posting better-than-expected earnings. Also, Lockheed Martin gained 2.5% after reporting a rise in sales led by missiles, air-defense systems and space hardware. General Motors jumped over 4% following an earnings beat and raised profit outlook. Tesla (0.3%) and Visa (0.5%) both saw slight gains in premarket trading, ahead of their earnings reports. On the other hand, PepsiCo was slightly down (-0.3%) as its results failed to impress investors. On the data front, the S&P Global PMIs for the US will be in the spotlight.

周二，BSE指数上涨90点，涨幅0.1%，收于73738.5点的一周高点，这是连续第三个交易日上涨。中东紧张局势缓解的迹象继续支撑市场情绪，而交易员们则关注持续的财报季和将在本周公布的关键经济数据。在国内，一项PMI调查显示，由于需求强劲，印度本月的商业活动以近14年来最快的速度扩张。在企业方面，Bharti Airtel、Tata Motors、HCL Tech、Maruti Suzuki、Nestle India、NTPC、HUL、Asian Paints和Titan Company表现最好，涨幅在1%至3.4%之间。相反，Sun Pharma、Reliance Industries、Mahindra&Mahindra、JSW Steel和Tech Mahindra领跌。信实工业周一公布，由于支出增加，第四季度利润同比下降近2%。

The BSE index added 90 points, or 0.1% to finish at one-week highs of 73,738.5 on Tuesday, marking the third straight session of advances. Market sentiment continued to be supported by signs of easing tensions in the Middle East, while traders focused on the ongoing earnings season and key economic data set to be published throughout the week. Domestically, a PMI survey showed business activity in India expanded at its fastest pace in nearly 14 years this month thanks to robust demand. On the corporate side, Bharti Airtel, Tata Motors, HCL Tech, Maruti Suzuki, Nestle India, NTPC, HUL, Asian Paints, and Titan Company were the top performers, adding between 1% and 3.4%. On the opposite side, losses were led by Sun Pharma, Reliance Industries, Mahindra & Mahindra, JSW Steel, and Tech Mahindra. Reliance Industries on Monday reported a nearly 2% fall year-on-year in fourth-quarter profit, on the back of higher expenses.

英国10年期政府债券收益率稳定在4.2%左右，投资者消化了最新的采购经理人指数数据，并在副行长戴夫·拉姆斯登周五发表鸽派言论后重新调整了对英格兰银行首次降息时间的展望。最新的PMI调查显示，受服务业产出大幅增长的推动，英国4月商业活动扩张幅度为2023年5月以来最大。在政策方面，市场预计，与之前预期的9月相比，8月会议将首次降低借贷成本，此前拉姆斯登表示，英国通胀保持过高的风险已经降低，并可能低于英国央行的最新预测。

The UK 10-year government bond yield steadied around the 4.2% mark as investors digested the latest PMI figures and recalibrated their outlook regarding the timing of the first rate cut by the Bank of England following dovish comments by Deputy Governor Dave Ramsden on Friday. The latest PMI survey showed that UK business activity expanded in April by the most since May 2023, driven by a sharp increase in service sector output. On the policy front, markets anticipate the first reduction in borrowing costs occurring at the August meeting, compared to the previously anticipated September, after Ramsden suggested that the risk of British inflation remaining excessively high had diminished and could potentially fall below the BoE's most recent forecasts.