美国标准普尔500指数 (USSPX500) 加自选

密歇根大学的美国消费者情绪从初步的77.9下调至2024年4月的77.2，而3月为79.4，为2021年7月以来的最高水平。目前的情况（初步估计为79比79.3）和预期（76比77）的下降幅度都超过了最初的预期。消费者调查总监Joanne Hsu表示：“总体而言，在即将到来的选举结果出来之前，消费者继续对未来的经济轨迹表示不确定性，但目前没有证据表明全球地缘政治因素是消费者最关心的问题”。与此同时，未来一年的通胀预期从3.1%上调至3.2%，而五年展望则确定为3%。

The University of Michigan consumer sentiment for the US was revised lower to 77.2 in April 2024 from a preliminary of 77.9, and compared to 79.4 in March which was the highest level since July 2021. Both current conditions (79 vs 79.3 in the preliminary estimate) and expectations (76 vs 77) declined more than initially expected. "Overall, consumers continue to express uncertainty about the future trajectory of the economy pending the outcomes of the upcoming election, but at this time there is no evidence that global geopolitical factors are on the forefront of consumers' minds", according to Surveys of Consumers Director Joanne Hsu. Meanwhile, inflation expectations for the year ahead were revised higher to 3.2% from 3.1% while the five-year outlook was confirmed at 3%.

最终数据显示，密歇根大学编制的美国未来一年通胀预期在2024年4月升至3.2%的五个月高点，高于3月的2.9%，而此前的估计为3.1%。与此同时，五年期展望从三月份的2.8%上升到四月份的三个月高点，与初步估计相符。

The year-ahead inflation expectations in the United States compiled by the University of Michigan rose to a five month-high of 3.2% in April 2024, up from 2.9% in March and compared to an earlier estimate of 3.1%, according to final figures. Concurrently, the five-year outlook increased to a five-month high of 3% in April, from 2.8% in March and matching the preliminary estimate.

标准普尔500指数上涨0.6%，纳斯达克指数上涨1.4%，道琼斯指数周五徘徊在平线附近，投资者正在关注最近的数据和企业盈利。PCE通胀报告证实，美国的价格压力正在上升。月度总体指标和核心指标均达到0.3%的预期，而年度指标则出人意料地上升。交易员们也对Alphabet和微软的季度业绩表示欢迎。微软的盈利和收入超过预期后，股价飙升超过2.7%。此外，Alphabet股价上涨10%，此前其业绩超出预期，公司宣布了首次股息。另一方面，在收入前景令人失望后，英特尔股价下跌近11.3%。埃克森美孚公司因盈利失误下跌3%，雪佛龙公司因利润低于预期下跌0.6%。本周，标准普尔500指数上涨1.6%，纳斯达克指数上涨超过2%，这是五年来首次出现上涨，道琼斯指数上涨0.3%。

The S&P 500 gained 0.6% and the Nasdaq added 1.4% while the Dow Jones swung around the flatline on Friday, as investors were monitoring recent data and corporate earnings. PCE inflation report confirmed that price pressures in the US are elevated. Both monthly headline and core measures matched expectations at 0.3% while the annual gauges surprised on the upside. Traders also welcomed quarterly results from Alphabet and Microsoft. Microsoft soared over 2.7% after its earnings and revenue topped forecasts. Also, Alphabet jumped 10% after its results beat estimates and the company announced its first dividend. On the other hand, Intel declined nearly 11.3% after a disappointing revenue outlook. Exxon Mobil lost 3% after an earnings miss and Chevron fell 0.6% as its profit came below estimates. For the week, the S&P 500 gained 1.6%, and the Nasdaq rose over 2%, its first positive week in five, while the Dow Jones increased by 0.3%.

美元指数上涨0.2%，至105.8点，因为最近的PCE报告显示，美国的价格压力仍然上升，这强化了利率至少在12月之前需要保持较高水平的观点。月度总体指标和核心指标均达到0.3%的预期，而年度指标则出人意料地上升。周四，该指数跌至近两周低点，数据显示，2024年第一季度美国经济年化增长1.6%，为两年来最低，远低于2.5%的预测。尽管如此，同一份报告显示，第一季度基本通胀加速，而最新的失业申请人数继续表明劳动力市场紧张，给美联储今年可能降息的前景蒙上了阴影。

The dollar index rose by 0.2% to 105.8 as a recent PCE report showed price pressures remained elevated in the United States reinforcing the view that interest rates would need to remain higher at least until December. Both monthly headline and core measures matched expectations at 0.3% while the annual gauges surprised on the upside. On Thursday, the index slid to near two-week lows as data showed that the US economy expanded an annualized 1.6% in Q1 2024, the lowest in 2 years and well below forecasts of 2.5%. Still, the same report showed that underlying inflation accelerated in the first quarter, while the latest jobless claims continued to point to a tight labor market, clouding the outlook for potential Fed rate cuts this year.