Group 1 - OPEC is set to release its monthly oil market report, which is crucial for understanding global oil supply and demand dynamics [1] - The API crude oil inventory data for the week ending May 9 will be released, providing insights into U.S. oil stock levels [1] - The final CPI month-on-month figure for Germany in April will be published, which is important for assessing inflation trends in the Eurozone [1] Group 2 - Federal Reserve Governor Waller is scheduled to speak, which may influence market expectations regarding U.S. monetary policy [1] - Federal Reserve Vice Chairman Jefferson will also deliver remarks, potentially impacting investor sentiment [1] - EIA will release several key inventory reports, including crude oil, Cushing crude oil, and strategic petroleum reserve inventories for the week ending May 9, which are vital for gauging U.S. oil market conditions [1]

金十数据5月13日讯，财经网站Forexlive分析师：CPI公布后美元遭遇温和抛售，但基本是在回撤。美国 4月住房价格上涨0.3%，占月度涨幅的一半以上，能源价格上涨0.7%，因为天然气和电力价格上涨抵消 了汽油价格下跌0.1%的影响。食品价格下跌0.1%。截至4月份的三个月，核心CPI折合成年率为2.1%， 六个月折合成年率为3.0%。我认为，如果不是因为关税，美联储现在很容易就会降息。 分析师：如果不是因为关税，美联储现在就会降息 ...

纳斯达克100指数期货在CPI公布后上涨0.4%。 ...

美国4月季调后CPI及核心CPI月率、未季调CPI及核心CPI年率将于十分钟后公布。 ...

机构：预计CPI将低于预期，使美联储在6月重启降息 金十数据5月13日讯，分析机构Tradingkey表示，市场一致预测4月份整体CPI同比增长2.4%，与3月份持 平。然而，CPI的四个主要组成部分中，只有食品显示出上涨的势头，但它只占总CPI的13.7%。所以我 们认为，4月份的通胀将低于市场共识。在这可能会增加美联储在6月份重启降息周期的可能性。因此， 我们预计美国股市将在数据公布后上涨，而美元指数和美国国债收益率将下跌。 ...

Core Viewpoint - The article discusses the anticipated release of the U.S. Consumer Price Index (CPI) data for April, highlighting the potential market reactions and the implications of recent U.S.-China trade negotiations on inflation trends [3][4]. CPI Predictions - Wall Street expects the overall CPI month-on-month to record 0.3%, up from -0.1% last month, and the year-on-year CPI to remain steady at 2.4% [4]. - Core CPI month-on-month is predicted to be 0.3%, an increase from 0.1% in March, with a wide forecast range from 0.0% to 0.6% [4]. Trade Impact on Inflation - Economists believe the upcoming CPI report will reflect the impact of recent tariff measures, although the actual effect may be limited due to prior imports [4][5]. - The temporary tariff reduction agreement between the U.S. and China may lead to inventory replenishment by retailers, potentially causing short-term price increases [5]. Sector-Specific Insights - Economists are closely monitoring service categories that reflect discretionary spending, with travel-related prices like airfare and car rentals showing a downward trend [6]. - The housing category, which has the largest weight in CPI, is expected to slow down after a strong increase in March [6]. Price Trends - Goldman Sachs predicts a 0.31% month-on-month increase in overall CPI, driven by rising food and energy prices [6]. - The report anticipates a 0.5% decrease in used car prices, while new car prices are expected to rise by 0.1% due to reduced promotional activities [7]. Insurance Costs - Auto insurance prices are projected to rise by 0.7% month-on-month, reflecting increased costs for insurers due to higher vehicle prices and repair costs [7]. Future Outlook - Goldman Sachs suggests that unless retailers begin to liquidate previously accumulated inventories, tariffs will continue to hinder inflation from falling to the 2% target [8]. - The bank forecasts core CPI month-on-month to be around 0.35% in the coming months, with a potential decline in trend inflation due to reduced contributions from sectors like automotive and housing [8].

印度4月CPI同比增长3.16%，市场预期3.2%。 ...

高盛在报告中预计，整体CPI将环比上涨0.31%，并反映了食品和能源价格的上涨。该银行还强调了四大趋 势：汽车价格、车险成本、关税和医疗保险。其中，关税对特别容易受到影响的类别将带来温和的上行压 力。 展望未来，高盛认为，除非投资者看到此前为应对中美贸易冲突而囤积库存的零售商进行抛售，否则关税将 继续妨碍通胀回落至2%的进展。该银行还预计，未来几个月核心CPI月率将维持在约0.35%的水平。 在金融市场方面，黄金的价格走势也备受关注。若CPI数据意外上行，将进一步强化市场对美联储重燃的鹰 派预期，从而提振美元涨势，并可能加剧黄金的新一轮下跌。反之，若美国CPI增长意外放缓，则可能重燃 市场对美联储年内降息两次以上的预期，从而为黄金提供支撑。 北京时间5月13日晚间20:30，美国将公布备受关注的4月CPI（居民消费价格指数）数据。尽管中美贸易休战 已经彻底重塑了宏观格局，使得CPI数据的前后对比失去了一定意义，但市场仍可能对即将公布的数据做出 条件反射式的反应，哪怕只是短暂的波动。更引人注目的是，数据公布后可能会紧随其后出现"特朗普咆 哮"，即特朗普常在关键数据公布后通过发文进行评论。 这份CPI报告将首次反 ...

关税休战了，为何今晚的美国CPI数据依然让人捏一把汗？商品价格提前透支，服务消费已现疲软，"特 朗普咆哮"即将返场…… 北京时间20:30，美国将公布4月CPI数据。尽管中美贸易休战（双方同意在未来90天内削减115%的关 税）已彻底重塑宏观格局，使得CPI数据的前后对比失去意义，但市场仍可能对即将公布的CPI数据做 出条件反射式反应——哪怕只是短暂波动，以及紧随其后的"特朗普咆哮"（特朗普常在关键数据公布后 发文评论）。 华尔街预计： 4月整体CPI月率将录得0.3%，高于上月的-0.1%；整体CPI年率将录得2.4%，与3月持平。 经济学家与政策制定者正密切关注反映可选消费变化的服务类别。花旗集团经济学家维罗妮卡·克拉克 （Veronica Clark）和安德鲁·霍伦霍斯特（Andrew Hollenhorst）指出，机票和租车等旅行相关价格连续 下跌，3月的疲软数据与4月进一步回落印证了旅行需求降温的趋势。 4月核心CPI月率将录得0.3%，高于3月的0.1%。值得注意的是，核心CPI月率的预测范围异常广阔，最 高为0.6，最低为0.0%。4月核心CPI年率将录得2.4%，也与3月持平。 多数分析认为， ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - The weekly economic index declined, with the China Weekly Economic Index (WEI) at 5.2%, down 0.2 percentage points from the previous value. The production sub - index decreased while the demand sub - index increased, and the supply - demand gap widened [1]. - Production showed a downward trend, with a decline in the 4 - week moving average year - on - year of rebar production and a significant drop in the automobile semi - steel tire operating rate [1]. - Infrastructure high - frequency indicators remained flat, with a slight decline in cement shipping and grinding rates and a slight increase in the petroleum asphalt plant operating rate [1]. - The growth rate of commercial housing sales slowed down, and the floor area of land transactions in 100 large and medium - sized cities decreased significantly [2]. - Consumption increased, with improvements in movie box office and domestic flight execution numbers, but a slight decline in the subway passenger volume in Beijing, Shanghai, Guangzhou, and Shenzhen [2]. - Exports decreased, as indicated by the sharp decline in South Korea's export year - on - year in early May and the drop in shipping freight rate indices [2]. - The price of pork increased, while the overall agricultural product wholesale price index decreased slightly. Industrial product prices generally declined [3]. 3. Summary by Directory 3.1 Weekly Economic Index - The WEI was 5.2%, down 0.2 percentage points from the previous value. The production sub - index was 5.0%, down 0.6 percentage points, and the demand sub - index was 5.8%, up 0.3 percentage points. The supply - demand gap was 0.8%, up 0.9 percentage points [1]. 3.2 Production - The 4 - week moving average year - on - year of rebar production was 2.4%, down 3.4 percentage points. The blast furnace operating rate was 84.6%, up 0.2 percentage points. The automobile semi - steel tire operating rate was 58.4%, down 14.0 percentage points. The 4 - week moving average year - on - year of the average daily coal consumption of coastal power plants was 1.1%, down 0.9 percentage points [1]. 3.3 Infrastructure - The cement shipping rate was 39.3%, down 1.2 percentage points. The cement mill operating rate was 41.7%, down 1.8 percentage points. The petroleum asphalt plant operating rate was 28.8%, up 0.5 percentage points [1]. 3.4 Real Estate - The 4 - week moving average year - on - year of the commercial housing sales area in 30 large and medium - sized cities was - 8.1%, up 4.3 percentage points. The 4 - week moving average year - on - year of the floor area of land transactions in 100 large and medium - sized cities was - 17.4%, down 15.8 percentage points [2]. 3.5 Consumption - The 4 - week moving average year - on - year of movie box office was - 43.0%, up 0.8 percentage points. The 4 - week moving average year - on - year of domestic flight execution numbers was 4.2%, up 1.0 percentage points. The 4 - week moving average year - on - year of subway passenger volume in Beijing, Shanghai, Guangzhou, and Shenzhen was 2.6%, down 0.2 percentage points [2]. 3.6 Exports - South Korea's export year - on - year in early May was - 23.8%, down 43.1 percentage points from late April. The 4 - week moving average year - on - year of the Shanghai Export Containerized Freight Index (SCFI) was - 33.6%, down 5.5 percentage points. The 4 - week moving average year - on - year of the Baltic Dry Index (BDI) was - 28.9%, down 4.6 percentage points [2]. 3.7 CPI - The 4 - week moving average year - on - year of the agricultural product wholesale price 200 index was - 2.6%, down 0.3 percentage points. The 4 - week moving average year - on - year of the average wholesale price of pork was 1.5%, up 0.3 percentage points. The 4 - week moving average year - on - year of the average wholesale price of 28 key monitored vegetables was - 5.9%, down 2.3 percentage points [3]. 3.8 PPI - The 4 - week moving average year - on - year of the Nanhua Composite Index was - 9.4%, down 0.3 percentage points. The 4 - week moving average year - on - year of the Brent crude oil spot price was - 24.8%, up 1.1 percentage points. The 4 - week moving average year - on - year of the rebar price was - 12.7%, down 0.9 percentage points. The 4 - week moving average year - on - year of the Qinhuangdao Port steam coal closing price was - 21.3%, down 2.0 percentage points. The 4 - week moving average year - on - year of the cement price index was 15.8%, down 1.9 percentage points [3].