Core Insights - The Eurozone Economic Sentiment Index for May is reported at 94.8, surpassing the expected value of 94 and the previous value of 93.6 [1] Economic Indicators - The current index of 94.8 indicates a positive shift in economic sentiment compared to the previous month [1] - The increase from 93.6 to 94.8 represents a growth of 1.2 points, reflecting improved economic conditions in the Eurozone [1]

Group 1 - The Eurozone economic sentiment index and industrial sentiment index for May are set to be released shortly [1]

Group 1 - Key Point 1: The U.S. President Trump is scheduled to visit Saudi Arabia, Qatar, and the UAE, which may impact geopolitical relations and economic ties in the region [2] - Key Point 2: The Bank of Japan will release the summary of opinions from its April monetary policy meeting, which could provide insights into future monetary policy directions [2] - Key Point 3: The UK will report on the ILO unemployment rate for March, the unemployment rate for April, and the number of unemployment benefit claims for April, which are critical indicators of the labor market [2] Group 2 - Key Point 1: Germany and the Eurozone will release the ZEW Economic Sentiment Index for May, which is a key indicator of economic expectations [2] - Key Point 2: The U.S. will publish the NFIB Small Business Confidence Index for April, along with the Consumer Price Index (CPI) data for April, including both unadjusted and seasonally adjusted figures [2] - Key Point 3: The Bank of England Governor Bailey is scheduled to give a speech, which may provide insights into the central bank's outlook and policy stance [2]

Group 1 - US Treasury Secretary Yellen announced plans to engage in discussions with at least 17 partners in the coming weeks, with potential income tax reductions and tariff revenues being considered for tax cuts [1] - The US trade deficit in March reached a record high of $162 billion, increasing by 9.6%, with imports rising by 5% to $342.7 billion and exports only increasing by 1.2% to $180.8 billion, leading to an expanded trade deficit [1] - The US consumer confidence index for April fell for the fifth consecutive month to 86, the lowest level since the COVID-19 pandemic, below the market expectation of 87.5 and the revised March figure of 93.9 [1] Group 2 - The Eurozone's industrial confidence index dropped to -11.2 in April, below expectations, while the economic sentiment index fell to 93.6, the lowest since December 2024, reflecting widespread declines in industry confidence due to US sanctions threats [2] - The World Bank projected the average price of Brent crude oil to be $64 per barrel in 2025, with energy prices expected to decrease by 17% to the lowest level in five years, and a further decline of 6% in 2026 [2] Group 3 - US major stock indices closed higher, with the Dow Jones up 0.75%, the S&P 500 up 0.58%, and the Nasdaq up 0.55% [3] - International oil prices fell significantly, with West Texas Intermediate crude down 3.08% to $60.14 per barrel and Brent crude down 2.76% to $63.00 per barrel [3] - The US dollar index rose by 0.28% to 99.21, while most non-US currencies declined, including the euro down 0.32% to 1.1386 and the British pound down 0.26% to 1.3408 [3]

Group 1 - The Eurozone's industrial confidence index dropped to -11.2 in April, lower than the revised -10.7 from the previous month and below the market expectation of -10.1, indicating a negative impact from U.S. sanctions threats and uncertainty [1] - The production expectations index saw its first zero growth, declining from 3.4 in March to 0, while the uncertainty index surged to its highest level since January 2023, rising from 33.4 to 38.8 [1] - The Eurozone Economic Sentiment Indicator (ESI) fell to 93.6 in April, the lowest level since December 2024, and below the revised 95.0 from March and the market expectation of 94.5, reflecting a general decline in confidence across all sectors [1] Group 2 - Consumer confidence significantly decreased from -14.5 in March to -16.7, with service sector confidence dropping from 2.2 to 1.4, retail confidence from -7.0 to -8.9, manufacturing from -10.7 to -11.2, and construction from -3.7 to -4.3 [2] - Consumer inflation expectations rose by 5.1 points to 29.6, the highest level since November 2022, while manufacturers' sales price expectations decreased by 0.3 points to 11.0 from a two-year high in March [2] - There are notable differences in confidence levels among major Eurozone economies, with the Netherlands and Italy seeing declines of 2.5 and 1.8 respectively, while Germany and Spain experienced slight increases of 0.5 and 0.4, and France's confidence remained stable [2]

智通财经4月29日电，欧元区4月经济景气指数为93.6，预期94.5，前值由95.2修正为95。 ...

②17:00 欧元区4月工业景气指数、4月经济景气指数； ③20:00 美国财长贝森特参加发布会； ④20:30 美国财长贝森特发表讲话； ⑤21:00 美国2月FHFA房价指数月率、2月S&P/CS20座大城市未季调房价指数年率； ⑥22:00 美国3月JOLTs职位空缺、4月谘商会消费者信心指数； ①14:00 德国5月Gfk消费者信心指数； ⑦次日04:30 美国至4月25日当周API原油库存。 周二（4月29日）重点关注财经事件和经济数据 ...

2025 年 4 月 28 日 本周热点前瞻 2025-04-28 陶金峰 投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 4月29日 欧元区4月经济景气指数 点评：4月29日17:00，欧盟统计局将公布欧元区4月经济景气指数和工业景气指数。预期欧元区4月经济景 气指数为94.5，前值为95.2；预期欧元区4月工业景气指数为-10.7，前值为-10.6。如果欧元区4月经济景气指 数和工业景气指数均小幅低于前值，则将轻度抑制有色金属、原油及相关商品期货价格上涨，但是将轻度有助 于黄金和白银期货价格上涨。 声明 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不便，敬 请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构成具体业务或 产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行作出投资决定并自主 承担投资风险，不应凭借本报告进行具体操作。 【本周重点关注】 4 月 29 日 22:00，美国谘商会将公布 4 月谘商会消费者信心指数。 4 月 30 日 09:30，国家统计 ...