<p>市场关注点从伊朗转向中国。</p>
<p>油价小幅上涨。</p>
<p>美元在纽约早盘交易中开盘表现混合，略显坚挺。</p>
<p>USDCAD 开盘：1.3702，隔夜区间 1.3684-1.3711，收盘 1.3699，WTI 101.34，黄金 4700.15。</p>
<p>加元在一个熟悉的区间内波动，隔夜交易缺乏信心。周二的美国通胀数据强化了对美联储更为紧缩政策路径的预期。</p>
<p>凯文·沃什已被确认担任美联储理事，预计今天稍晚将确认其担任主席。</p>
<p>加拿大能源部门迎来顺风。《环球邮报》报道，加拿大总理卡尼与阿尔伯塔省接近达成协议，实质性放宽特鲁多时代的碳定价框架，征税标准将设定为到 2040 年每吨 140 加元，而不是之前 2030 年每吨 170 加元的目标。</p>
<p>WTI 原油在 100.57-102.39 区间内交易，并受到霍尔木兹海峡持续封锁的支撑。国际能源署大幅下调了其石油供应前景，预计到 2026 年第三季度末将出现严重的全球供应缺口。</p>
<p>现在的关注点转向今天稍晚即将发布的美国生产者价格报告。若数据指向广泛的通胀压力，将进一步强化美联储的鹰派叙述，并为美元提供更多支持。</p>
<p>亚洲股市收盘表现不一。日本的东证指数上涨 0.30%，香港恒生指数变化不大，澳大利亚 ASX 200 下跌 0.49%。</p>
<p>全球市场关注点已从伊朗转向特朗普的中国之行。总统希望促使中国减轻对俄罗斯的支持，并帮助打开霍尔木兹海峡。</p>
<p>预计四月 CPI 将从 0.9% 降至 0.6%，而整体 CPI 将从三月的 3.3% 上升至 3.7%。核心 CPI（不包括食品和能源）预计为 2.7%，相比三月的 2.6% 有所上升。</p>
<p>亚洲股市受到来自韩国的人工智能热潮的推动，普遍收高。唯一的例外是澳大利亚 ASX 200 下跌 0.46%，而日本的东证指数上涨 1.20%，香港恒生指数上涨 0.15%。</p>
<p>截至上午 7:30，德国 DAX 上涨 0.72%，法国 CAC 40 下跌 0.46%，英国 FTSE 100 变化不大。标准普尔 500 期货上涨 0.21%，10 年期国债收益率为 4.459%，DXY 为 98.47。</p>
<p>EURUSD 在 1.1696-1.1742 区间内波动。由于欧洲央行管理委员会成员、芬兰央行行长奥利·雷恩警告经济数据开始显示滞胀风险，市场情绪转差，而欧洲央行政策制定者弗朗索瓦·维勒罗伊表示在承诺调整利率之前需要更多数据。欧元区第一季度 GDP 和就业数据均持平。</p>
<p>GBPUSD 在 1.3495 到 1.3552 区间内波动，受到国内政治不确定性的压力，要求首相基尔·斯塔默辞职的呼声日益高涨，一些市场参与者将其与利兹·特拉斯事件进行不安的比较。</p>
<p>USDJPY 在 157.57 到 157.90 区间内小幅上升，整体交易平淡，受到原油价格上涨的支撑。在数据方面，日本三月经常账户盈余为 4.7 万亿日元，得益于半导体和电子元件的强劲出口以及稳定的直接投资收入。</p>
<p>AUDUSD 在 0.7231 到 0.7248 的狭窄区间内波动，竞争力量使得该货币对保持稳定。澳大利亚储备银行上周的加息在一定程度上抵御了美元的普遍走强，而美元本身因强于预期的通胀数据而受到支持。</p>

英国石油

美国 WTI 原油 ETF

<p>加拿大元保持稳定，市场焦点从伊朗转向中国，油价上涨。由于对美联储政策更加严格的预期，美国美元表现不一。卡尼总理与阿尔伯塔省接近达成协议，以缓和碳定价。国际能源署已下调石油供应前景，显示全球存在赤字。亚洲股市表现参差不齐，日本的东证指数上涨，而澳大利亚的 ASX 200 下滑。即将发布的美国生产者价格报告可能会加剧通胀压力，影响美元的强度</p>

<p>- Market attention shifts from Iran to China.</p>
<div class="lb-trans"><p>市场关注点从伊朗转向中国。</p>
</div><p>- Oil prices inch higher</p>
<div class="lb-trans"><p>油价小幅上涨。</p>
</div><p>- The US dollar opens mixed to firmer in early NY trading</p>
<div class="lb-trans"><p>美元在纽约早盘交易中开盘表现混合，略显坚挺。</p>
</div><p>USDCAD open: 1.3702, overnight range 1.3684-1.3711, close 1.3699, WTI 101.34, Gold 4,700.15.</p>
<div class="lb-trans"><p>USDCAD 开盘：1.3702，隔夜区间 1.3684-1.3711，收盘 1.3699，WTI 101.34，黄金 4700.15。</p>
</div><p>The Canadian dollar drifted inside a familiar band as overnight activity lacked conviction. Tuesday's US inflation prints reinforced expectations for a more restrictive Federal Reserve policy path.</p>
<div class="lb-trans"><p>加元在一个熟悉的区间内波动，隔夜交易缺乏信心。周二的美国通胀数据强化了对美联储更为紧缩政策路径的预期。</p>
</div><p>Kevin Warsh has been confirmed as a Fed governor and his confirmation as Chairman is anticipated later today.</p>
<div class="lb-trans"><p>凯文·沃什已被确认担任美联储理事，预计今天稍晚将确认其担任主席。</p>
</div><p>Canada's energy sector is catching a tailwind. The Globe and Mail reports that Prime Minister Carney and Alberta are nearing an agreement that substantially softens the Trudeau-era carbon pricing framework, with the levy now set at $140 per tonne by 2040 rather than the previous target of $170 per tonne by 2030.</p>
<div class="lb-trans"><p>加拿大能源部门迎来顺风。《环球邮报》报道，加拿大总理卡尼与阿尔伯塔省接近达成协议，实质性放宽特鲁多时代的碳定价框架，征税标准将设定为到 2040 年每吨 140 加元，而不是之前 2030 年每吨 170 加元的目标。</p>
</div><p>WTI crude traded in a 100.57-102.39 band and is supported by the continued blockade of the Strait of Hormuz. The International Energy Agency has revised its oil supply outlook sharply lower, projecting a severe global deficit through the end of the third quarter of 2026.</p>
<div class="lb-trans"><p>WTI 原油在 100.57-102.39 区间内交易，并受到霍尔木兹海峡持续封锁的支撑。国际能源署大幅下调了其石油供应前景，预计到 2026 年第三季度末将出现严重的全球供应缺口。</p>
</div><p>Attention now turns to the US Producer Prices report due later today. A reading that points to broadening inflationary pressure would reinforce the hawkish Federal Reserve narrative and lend further support to the dollar.</p>
<div class="lb-trans"><p>现在的关注点转向今天稍晚即将发布的美国生产者价格报告。若数据指向广泛的通胀压力，将进一步强化美联储的鹰派叙述，并为美元提供更多支持。</p>
</div><p>Asian equity markets ended the session mixed. Japan's Topix added 0.30%, Hong Kong's Hang Seng was little changed, and Australia's ASX 200 slipped 0.49%.</p>
<div class="lb-trans"><p>亚洲股市收盘表现不一。日本的东证指数上涨 0.30%，香港恒生指数变化不大，澳大利亚 ASX 200 下跌 0.49%。</p>
</div><p>Global market attention has shifted from Iran to Trumps trip to China. The president is hoping to get China to ease support for Russia and help open the Strait of Hormuz.</p>
<div class="lb-trans"><p>全球市场关注点已从伊朗转向特朗普的中国之行。总统希望促使中国减轻对俄罗斯的支持，并帮助打开霍尔木兹海峡。</p>
</div><p>April CPI is expected to have dipped to 0.6% m/m from 0.9%, while headline CPI rises to 3.7% y/y from 3.3% in March. Core CPI (ex food and energy) is forecast at 2.7%, compared to 2.6% in March.</p>
<div class="lb-trans"><p>预计四月 CPI 将从 0.9% 降至 0.6%，而整体 CPI 将从三月的 3.3% 上升至 3.7%。核心 CPI（不包括食品和能源）预计为 2.7%，相比三月的 2.6% 有所上升。</p>
</div><p>Asian equity markets drew fresh momentum from an artificial intelligence surge emanating from South Korea, closing broadly higher. The exception was Australia's ASX 200, which slipped 0.46%, while Japan's Topix advanced 1.20% and Hong Kong's Hang Seng edged up 0.15%.</p>
<div class="lb-trans"><p>亚洲股市受到来自韩国的人工智能热潮的推动，普遍收高。唯一的例外是澳大利亚 ASX 200 下跌 0.46%，而日本的东证指数上涨 1.20%，香港恒生指数上涨 0.15%。</p>
</div><p>As of 7:30 am Germany's DAX has gained 0.72%, the French CAC 40 is off 0.46%, and the UK FTSE 100 is little changed. S&amp;P 500 futures have risen by 0.21%, the 10-year Treasury yield sits at 4.459%, and the DXY is 98.47.</p>
<div class="lb-trans"><p>截至上午 7:30，德国 DAX 上涨 0.72%，法国 CAC 40 下跌 0.46%，英国 FTSE 100 变化不大。标准普尔 500 期货上涨 0.21%，10 年期国债收益率为 4.459%，DXY 为 98.47。</p>
</div><p>EURUSD see-sawed in a 1.1696-1.1742 range. Sentiment soured after ECB Governing Council member and Bank of Finland Governor Olli Rehn cautioned that economic data is beginning to signal stagflation risks, while ECB policymaker Francois Villeroy indicated he requires further data before committing to a rate adjustment. Eurozone GDP and employment figures were both flat in the first quarter.</p>
<div class="lb-trans"><p>EURUSD 在 1.1696-1.1742 区间内波动。由于欧洲央行管理委员会成员、芬兰央行行长奥利·雷恩警告经济数据开始显示滞胀风险，市场情绪转差，而欧洲央行政策制定者弗朗索瓦·维勒罗伊表示在承诺调整利率之前需要更多数据。欧元区第一季度 GDP 和就业数据均持平。</p>
</div><p>GBPUSD held within a 1.3495 to 1.3552 band and is under pressure from domestic political uncertainty, with calls for Prime Minister Keir Starmer's resignation intensifying and some market participants drawing uncomfortable comparisons to the Liz Truss episode.</p>
<div class="lb-trans"><p>GBPUSD 在 1.3495 到 1.3552 区间内波动，受到国内政治不确定性的压力，要求首相基尔·斯塔默辞职的呼声日益高涨，一些市场参与者将其与利兹·特拉斯事件进行不安的比较。</p>
</div><p>USDJPY crept upward across a 157.57 to 157.90 corridor in an otherwise subdued session, supported by firmer crude oil prices. On the data front, Japan's March current account surplus came in at 4.7 trillion yen, lifted by strong exports of semiconductors and electronic components as well as solid direct investment income.</p>
<div class="lb-trans"><p>USDJPY 在 157.57 到 157.90 区间内小幅上升，整体交易平淡，受到原油价格上涨的支撑。在数据方面，日本三月经常账户盈余为 4.7 万亿日元，得益于半导体和电子元件的强劲出口以及稳定的直接投资收入。</p>
</div><p>AUDUSD was contained within a narrow 0.7231 to 0.7248 range as competing forces kept the pair anchored. The Reserve Bank of Australia's rate increase last week provided a degree of insulation against a broadly firmer US dollar, itself buoyed by hawkish Federal Reserve expectations following stronger than forecast inflation data.</p>
<div class="lb-trans"><p>AUDUSD 在 0.7231 到 0.7248 的狭窄区间内波动，竞争力量使得该货币对保持稳定。澳大利亚储备银行上周的加息在一定程度上抵御了美元的普遍走强，而美元本身因强于预期的通胀数据而受到支持。</p>
</div>

美元兑加元汇率保持稳定