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]

Core Insights - The Industrial Confidence Index in Thailand for March is reported at 91.8, marking a decline from February's 93.4, indicating the first drop in three months [1] Summary by Category Industrial Confidence - The Industrial Confidence Index has decreased to 91.8 in March from 93.4 in February, reflecting a downward trend in industrial sentiment [1]