标准普尔/新西兰元50指数周五下跌1.18%，收于11805点，这是自10月20日以来最糟糕的一个交易日，因为在当天晚些时候发布的美国PCE价格指数报告之前，市场普遍持谨慎态度。投资者还消化了最新的美国GDP数据，该数据在第一季度以近两年来最慢的速度增长。然而，通货膨胀的加剧再次引发了人们的猜测，即美联储可能会在更长时间内保持其限制性立场。在经济数据方面，澳新银行-罗伊-摩根的消费者信心在4月份降至82.1，家庭似乎对第四季度疲软的GDP数据感到不安。医疗科技股领跌市场，即费雪派克（-1.7%）和埃博集团（-3.2%）。埃博思集团宣布新任首席财务官Alistair Gray后，该公司股价下跌。指数权重股也出现了其他大幅下跌，如Spark NZ（-1.8%）、Auckland Intl Airport（-1.5%）、Contact Energy（-1.6%）和Infratil（-1%）。本周，基准指数微涨0.08%。

The S&P/NZX 50 index fell 1.18% to close at 11,805 on Friday, its worst session since October 20th, as caution prevailed ahead of US PCE price index report due later in the day. Investors also digested the latest US GDP data which grew at its slowest pace in nearly two years in the first quarter. However, an increase in inflation reignited speculation that the Federal Reserve might keep its restrictive stance for longer. On the economic data front, ANZ-Roy Morgan consumer confidence fell to 82.1 in April, with households appearing to be rattled by a weak Q4 GDP figure. Health technology stocks led the market down, namely Fisher & Paykel (-1.7%) and Ebos Group (-3.2%). Ebos Group dropped after the company's announcement of its new CFO, Alistair Gray. Other sharp losses were seen from index heavyweights such as Spark NZ (-1.8%), Auckland Intl Airport (-1.5%), Contact Energy (-1.6%), and Infratil (-1%). For the week, the benchmark index closed marginally higher at 0.08%.

新西兰元兑美元汇率超过0.595美元，受益于日本央行如普遍预期的那样保持利率稳定后的日元抛售。然而，由于美国GDP数据公布后美元反弹，新西兰股市回吐了部分盘中涨幅。第一季度，美国经济以近两年来最慢的速度增长，但通货膨胀的加剧再次引发了人们的猜测，即美联储可能会在更长时间内保持其限制性立场。市场注意力现在转向PCE价格指数报告，这是美联储首选的通胀指标，该报告将于当天晚些时候发布，以深入了解美联储的利率轨迹。在新西兰，新西兰储备银行本月将官方现金利率保持在5.5%，强调需要在一段持续的时间内保持政策限制，以使通胀率回到1-3%的目标区间。2024年前三个月，该国的年通货膨胀率降至4%，为2021年第二季度以来的最低水平。

The New Zealand dollar traded above $0.595, benefiting from yen selling after the Bank of Japan kept interest rates steady as widely expected. However, the Kiwi trimmed some of its intraday gains due to a rebound in the US dollar following the release of US GDP data. The US economy grew at its slowest pace in nearly two years in the first quarter, but an increase in inflation reignited speculation that the Federal Reserve might keep its restrictive stance for longer. Market attention now turns to the PCE price index report, the Fed’s preferred inflation gauge, which will be released later in the day to glean insights into the Federal Reserve's interest rate trajectory. In New Zealand, the RBNZ kept the official cash rate at 5.5% this month, emphasizing the need to keep policy restrictive for a sustained period to return inflation to its 1-3% target band. The country’s annual inflation eased to 4% in the first three months of 2024, the lowest since Q2 of 2021.

周三早盘交易中，新西兰元50指数下跌17点，跌幅0.14%，至11930点，因耐用消费品、医疗保健和科技股下跌，周四假期恢复交易。在第一季度GDP数据低于预期，引发对经济健康状况的担忧后，美国国债收益率攀升，交易员持谨慎态度。今天晚些时候，该数据领先于美联储最喜欢的通胀指标PCE价格指数。与此同时，由于成本压力上升和借贷成本高昂，新西兰4月份的消费者情绪创下近一年来的最低水平。下周，在这个岛国2024年前三个月的劳动力数据公布之前，人们也开始保持警惕。涨幅居前的有Scott Tech.（1.5%）、Fisher&Paykel Healthcare（1.4%）和Colonial Motor（0.7%）。尽管如此，该指数本周仍将上涨超过1%，这将是一个月来的首次上涨，这得益于一些逢低买入，以及关键贸易伙伴中国已加大支持措施以刺激持续复苏的迹象。

The NZX 50 fell 17 points or 0.14% to 11,930 in morning deals on Wednesday as trading resumed from Thursday's holiday amid losses from consumer durables, healthcare, and tech. Traders were cautious after US Treasury yields climbed following a lower-than-expected Q1 GDP data that fueled worries about the health of the economy. The data came ahead of PCE price index, the Fed's favorite gauge of inflation, later today. Meanwhile, New Zealand's consumer mood for April hit its lowest in nearly a year due to elevated cost pressure and high borrowing costs. Vigilance also built ahead of labor data for the first three months of 2024 in the island nation next week. Among early movers were Scott Tech. (1.5%), Fisher & Paykel Healthcare (1.4%), and Colonial Motor (0.7%). Still, the index is set to rise over 1% for the week, which would be the first gain in a month, boosted by some bargain hunting and signs that key trade partner China has ramped up support measures to spur a sustained recovery.

澳新银行罗伊-摩根消费者信心指数从上月的86.4点降至2024年4月的82.1点。这是自5月以来的最低读数，接近全球金融危机期间的水平，尽管仍略高于最近的疫情低点。新西兰消费者继续对购买主要家居用品表示极度谨慎，这一指标从-24%降至-28%。由前瞻性问题组成的未来条件指数下跌8点，至85点，而当前条件指数上涨1点，至78点。对当前个人财务状况的感知上升了6个百分点，达到-17%，这意味着从上个月的11个百分点的下降中出现了部分反弹。未来两年，CPI通胀预期从4.5%降至4.4%，远低于其高点（2021年10月为6.2%），但仍略高于 历史平均值（3.7%）。

ANZ Roy Morgan Consumer Confidence Index in New Zealand fell to 82.1 points in April 2024 from 86.4 in the prior month. This marked the lowest reading since May, nearing levels last seen during the Global Financial Crisis, though still slightly above the more recent pandemic lows. Consumers in New Zealand continue to express extreme wariness about purchasing major household items, with this indicator falling from -24% to -28%. The future conditions index, made up of forward-looking questions, fell 8 points to 85, while the current conditions index lifted 1 point to 78. Perceptions of current personal financial situations lifted 6 points to -17%, representing a partial rebound from last month’s 11-point decline. Two-year-ahead CPI inflation expectations fell from 4.5% to 4.4%, well off their high (6.2% in October 2021) but still a decent clip above the historical average (3.7%).