这将是美国相对平静的一周，只有密歇根州消费者信心指数和美联储官员的讲话值得关注。随着顶点制药、华特迪士尼、英国石油、丰田、优步、爱彼迎和Shopify的发布，大盘股财报季即将结束。在全球范围内，英国、澳大利亚、巴西、瑞典、马来西亚和波兰的央行将宣布其利率决定。此外，中国将关注财新服务和综合PMI，以及外贸、通货膨胀率和新贷款数据。在欧洲，人们的注意力将转向德国，以了解工厂订单、工业生产和贸易平衡数据的最新情况。墨西哥、巴西、菲律宾和中国的通胀数据将受到密切关注，而英国、菲律宾和印度尼西亚的GDP增长率将受到仔细审查。最后，服务PMI将在西班牙、意大利和巴西发布。

It will be a relatively quiet week in the US, with only the Michigan consumer confidence index and speeches by Fed officials worth attention. The big-cap earnings season is poised to conclude with releases from Vertex Pharmaceuticals, Walt Disney, BP, Toyota, Uber, Airbnb, and Shopify. On the global front, central banks from the UK, Australia, Brazil, Sweden, Malaysia, and Poland are set to announce their interest rate decisions. Additionally, China will be in focus with Caixin Services and Composite PMIs, alongside foreign trade, inflation rates, and new loans data. In Europe, attention will turn to Germany for updates on factory orders, industrial production, and trade balance figures. Inflation data will be closely watched in Mexico, Brazil, the Philippines, and China, while GDP growth rates will be scrutinized in the UK, the Philippines, and Indonesia. Finally, services PMIs will be released in Spain, Italy, and Brazil.

美国ISM服务业采购经理人指数从上月的51.4大幅降至2024年4月的49.4，这反映了自2022年12月以来服务业活动的首次收缩，市场预期为52，令人惊讶。这只是自2020年第二季度疫情引发的经济崩溃以来，经济活动的第二次下降，与制造业的意外收缩相一致，这表明美联储更高的借贷成本可能对商业状况产生更大的影响。新订单增长速度较慢（52.2比3月份的54.4），产出大幅疲软（50.9比57.4），促使企业以更快的速度裁员（45.9比48.5），标志着就业率第三次下降。与此同时，由于化学品、金属、燃料和食品成本上涨，价格大幅上涨（59.2比53.4），突显了美国经济中广泛的通胀压力。

The ISM Services PMI in the US dropped sharply to 49.4 in April of 2024 from 51.4 in the earlier month, reflecting the first contraction in services sector activity since December of 2022, and surprising market expectations of 52. It was only the second decline in activity since the pandemic-driven crash in the second quarter of 2020, aligned with an unexpected contraction for manufacturing, to indicate that higher borrowing costs from the Fed may be having a larger impact on business conditions. New orders rose at a slower pace (52.2 vs 54.4 in March) and output was softened considerably (50.9 vs 57.4), driving firms to shed jobs at a faster pace (45.9 vs 48.5) to mark a third period of lower employment. In the meantime, prices accelerated sharply (59.2 vs 53.4) amid higher costs of chemicals, metals, fuels, and food, to underscore the broad-based inflationary pressures in the US economy.

在纽约，道琼斯指数周五上涨519点，涨幅1.36%。涨幅居前的是安进（12.25%）、苹果（8.68%）和波音（4.79%）。

In New York, the Dow Jones Index is up by 519 points or 1.36 percent on Friday. Top gainers are Amgen (12.25%), Apple (8.68%) and Boeing (4.79%).

标准普尔全球美国综合采购经理人指数从上月的52.1降至2024年4月的51.3，表明该国私营部门活动的扩张较为疲软，但从50.9的快速估计上调。服务业的活动增长放缓（3月份为51.3比51.7），抵消了制造业的停滞（50比51.9）。尽管制造商注意到来自国外的新业务出现了新的增长，但由于工厂和服务提供商再次收缩，总业务量六个月来首次下降。尽管如此，较低的积压使这两个行业的产出都略有增长。与此同时，就业率下降，结束了连续45个月创造就业的局面。在价格方面，投入成本和产出费用都有所放缓。展望未来，商业信心也有所减弱，但对未来12个月的预期仍然是积极的。

The S&P Global US Composite PMI eased to 51.3 in April 2024 from 52.1 in the previous month, pointing to a softer expansion in the country’s private sector activity, but revised higher from the flash estimate of 50.9. The slower growth in activity was carried by the services sector (51.3 vs 51.7 in March), offsetting a stall in the manufacturing sector (50 vs 51.9). New business at the aggregate level declined for the first time in six months amid renewed contractions in both factories and service providers, although manufacturers noted a fresh uptick in new business from abroad. Still, lower backlogs allowed both sectors to notch slight expansions in output. In the meantime, employment decreased to end a 45-month sequence of job creation. On the price front, both input costs and output charges slowed. Looking forward, business confidence was also softer, but expectations for the next 12 months remained in the positive territory.