受美国科技巨头和英国Darktrace上涨的积极盈利结果的提振，富时100指数周五升至8140点的新纪录。托马·布拉沃（Thoma Bravo）以53.2亿美元收购了这家中型股公司，股价飙升超过17%。与此同时，投资者消化了来自欧洲和美国的经济数据，欧洲央行的调查显示，通胀预期降至两年多来的低点，美国PCE报告指出价格压力上升。当天涨幅最大的是Ashtead（4.8%）、NatWest（6%）、Anglo American（3.8%）、Rolls Royce（2.9%）和Lloyds Banking（2.3%）。NatWest在报告2024年第一季度利润下降27%，低于预期后有所增长。与此同时，英美资源集团（Anglo American）宣布拒绝必和必拓（BHP）的机会主义提议，抹去了早盘的跌幅。在红色数值中，阿斯利康（-0.8%）和英国石油公司（-0.7%）脱颖而出。此外，尽管培生基本销售额达到预期，但表现平平。每周，该指数有望上涨3%以上，创下7个月来的最佳表现。

The FTSE 100 rose to a new record of 8,140 on Friday, buoyed by positive earnings results of the US tech giants and UK Darktrace rally. The mid-cap firm soared by over 17% on $5.32 billion buyout deal by Thoma Bravo. Meanwhile, investors digested economic data from Europe and the US, with ECB survey revealing that inflation expectations fell to an over-two-year low and US PCE report pointing to elevated price pressures. The top gainers of the day were Ashtead (4.8%), NatWest (6%), Anglo American (3.8%), Rolls Royce (2.9%), and Lloyds Banking (2.3%). NatWest increased after reporting a 27% fall in profit for the Q1 of 2024, less than anticipated. Meanwhile, Anglo American erased morning falls when the company announced the rejection of an opportunistic BHP proposal. In the red values, AstraZeneca (-0.8%) and BP (-0.7%) stood out. Also, Pearson was flat despite meeting its expectations for underlying sales. Weekly, the index was poised for over 3% rise, its best performance in 7 months.

随着投资者仔细审查各种经济指标及其对欧洲央行和美联储政策路径的潜在影响，法国10年期OAT收益率从4月25日达到的3.1%的近期峰值回落至3%。在欧洲，欧洲央行的一项调查显示，该地区12个月的通胀预期在3月份下调至2021年12月以来的最低水平，最终为3.0%。此外，欧盟内部的贷款活动仍然停滞不前，这增强了人们的信心，即央行最早可能在6月首次降息。与此同时，在大西洋彼岸，美国在第一季度和3月份经历了持续的通胀压力，同时也出现了强劲的消费数据。这些因素表明，美联储在9月之前不太可能接受任何降息。

The French 10-year OAT yield eased towards the 3% level, pulling back from a recent peak of 3.1% reached on the 25th of April, as investors scrutinize various economic indicators and their potential impact on the policy paths of both the ECB and the Federal Reserve. In Europe, an ECB survey revealed that 12-month inflation expectations in the region were revised downwards in March to their lowest level since December 2021, settling at 3.0%. Additionally, lending activity within the bloc remained stagnant, bolstering the belief that the central bank might introduce its first rate cut as early as June. Meanwhile, across the Atlantic, the US experienced indications of ongoing inflationary pressures throughout the first quarter and March, alongside robust consumption figures. These factors indicate that the Fed is unlikely to entertain any interest rate cuts until September.

标普/多伦多证券交易所综合指数周五上涨0.3%，至21950点以上，受大宗商品相关股票提振，投资者分析了最新的美国通胀数据，以了解美联储的前景。金价在第二个交易日回升，主要矿业股上涨超过0.5%，其中包括Barrick和Wheaton Precious。此外，在财报季，Agnico Eagle Mines在昨天收盘后超过了第一季度的预期，使其股价上涨了4%。另一方面，TFI International未达到预期，导致损失超过5%。同样，帝国石油公司的季度业绩也低于预期，导致其股价下跌1%。与此同时，美联储首选的通胀指标核心PCE价格同比高于预期，增加了对更持久的限制性货币政策的鹰派预期。

The S&P/TSX Composite index rose 0.3% to above the 21,950 level on Friday, buoyed by commodity-related equities as investors analyzed the latest US inflation data for insights into the Fed’s outlook. Gold prices recovered for the second session, lifting major mining stocks by over 0.5%, including Barrick and Wheaton Precious. Additionally, during the earnings season, Agnico Eagle Mines exceeded first-quarter estimates after yesterday’s closing bell, pushing their shares up by 4%. On the other hand, TFI International missed estimates, resulting in a loss of more than 5%. Similarly, Imperial Oil’s quarterly results fell short of expectations, causing their shares to drop by 1%. Meanwhile, the Fed’s preferred inflation gauge, core PCE prices, came in above expectations year-on-year, increasing hawkish expectations for longer-lasting restrictive monetary policy.

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%.