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英国10年期政府债券收益率升至4.119%，此前几位美联储官员表示，利率可能会在更长时间内保持高位。尽管最近通胀率有所下降，但在经历了数月令人失望的数据后，美联储仍不愿相信这一趋势。交易员预测，美联储今年将放松约47个基点的政策，11月的降息已经考虑在内。此外，有人猜测，从8月的第一次降息开始，英格兰银行2024年将降息60个基点。投资者热切期待下周英国的通胀率数据，以更好地衡量潜在降息的时机。

The UK 10-year government bond yield rose to 4.119% following statements from several Federal Reserve officials suggesting that interest rates may remain elevated for longer. Despite a recent inflation drop, the Fed hesitates to trust this trend after multiple months of disappointing data. Traders are forecasting approximately 47 basis points of easing by the Fed this year, with a rate cut in November already factored in. Additionally, there is speculation of up to 60 basis points of cuts by the Bank of England in 2024, starting with the first cut in August. Investors are eagerly anticipating next week's UK inflation rate data to better gauge the timing of potential rate cuts.

英镑连续第二个交易日下跌，从5月15日的5周高点1.269美元跌至1.265美元以下，此前多名美联储官员暗示有可能长期保持加息。尽管在数据低于预期后，通胀率将下降，但由于过去几个月的通胀数据一直令人失望，美联储官员仍持谨慎态度。交易员们现在预计，美联储全年将放松约47个基点的政策，11月的降息已经完全考虑在内。在英国，英格兰银行最早从8月开始，2024年可能会降息约60个基点。投资者正急切地等待下周的通胀率数据，以进一步了解第一次降息的时机。

The British pound declined for the second consecutive session, falling below $1.265 from a 5-week high of $1.269 on May 15, after multiple Federal Reserve officials hinted at the possibility of keeping interest rates elevated for an extended period. Despite an initial outlook for inflation to decrease following softer-than-expected data, Fed officials remained cautious due to consistently disappointing inflation figures over the past few months. Traders are now anticipating approximately 47 basis points of easing from the Fed throughout the year, with a rate cut in November already fully factored in. In the UK, there is a possibility of around 60 bps of cuts by the Bank of England in 2024, starting as early as August. Investors are eagerly awaiting next week's inflation rate data for further insight into the timing of the first-rate cut.

2024年4月，欧元区的年通货膨胀率被确认为2.4%，与3月持平，并保持在近三年来的最高水平。一年前，通货膨胀率高达7%。服务成本（3.7%对4%）和非能源工业品（0.9%对1.1%）有所放缓，而能源价格继续下跌（-0.6%对-1.8%）。另一方面，食品、酒精和烟草的价格涨幅略大（2.8%对2.6%）。与此同时，不包括能源、食品、酒精和烟草在内的核心利率连续第九个月下降至2.7%，为2022年2月以来的最低水平。与上月相比，欧元区的CPI在3月份上涨0.8%后，上涨了0.6%。欧盟委员会在其《2024年春季经济预测》中表示，通胀率下降速度将快于此前预期，2025年将达到2.1%。

Annual inflation rate in the Euro Area was confirmed at 2.4% in April of 2024, the same as in March, and holding at levels not seen in nearly three years. A year earlier, inflation rate was much higher at 7%. A slowdown was recorded in cost of services (3.7% vs 4%) and non-energy industrial goods (0.9% vs 1.1%) while prices for energy continued to decline (-0.6% vs -1.8%). On the other hand, prices of food, alcohol and tobacco rose slightly more (2.8% vs 2.6%). Meanwhile, the core rate which excludes energy, food, alcohol & tobacco, fell for a 9th straight month to 2.7%, the lowest level since February 2022. Compared to the previous month, the CPI in the Eurozone rose 0.6%, after a 0.8% increase in March. In its Spring 2024 Economic Forecast, the European Commission said the inflation is set to fall faster than previously expected and hit 2.1% in 2025.

周五，CAC 40指数下跌0.6%，至8137点，延续了前一交易日的跌幅，投资者对货币政策前景持乐观态度。美联储官员的言论暗示利率将长期上升，加上欧洲央行成员施纳贝尔对6月以后降息的谨慎立场，助长了谨慎的气氛。此外，中国喜忧参半的经济数据加剧了投资者的情绪。当天几乎所有行业都出现了亏损，施耐德电气也受到了影响，在宣布与可持续金融技术公司Crux合作，从太阳能组件开发商Silfab solar获得生产税收抵免后，股价下跌了约2%。跌幅较大的公司包括开云、Unibail Rodamco Westfield、圣戈班、Engie、Eurofins Scientific、Teleperformance SE和Legrand，股价下跌1.4%至2.7%。

The CAC 40 fell 0.6% to 8,137 on Friday, extending the previous session loss, as investors navigated through the monetary policy outlook. Remarks from Fed officials hinted at a prolonged period of elevated interest rates, coupled with ECB member Schnabel's cautionary stance on rate cuts beyond June, contributed to the cautious atmosphere. Moreover, mixed economic data from China exacerbated on investors' sentiment. Nearly all sectors registered losses for the day, and Schneider Electric was among those affected, experiencing a roughly 2% drop following its announcement of a partnership with Crux—a sustainable-finance technology firm—to procure production-tax credits from solar module developer Silfab Solar. Notable decliners included Kering, Unibail-Rodamco-Westfield, Saint-Gobain, Engie, Eurofins Scientific, Teleperformance SE, and Legrand, witnessing share dips ranging from 1.4% to 2.7%.