澳大利亚4月出口跃升至+7.2%m/m（此前为-2.7%）。澳大利亚2026年4月的贸易数据显示，贸易平衡为17.91亿澳元，预计盈余为16.1亿澳元，之前为1.84亿澳元。简而言之，铁矿石、煤炭和液化石油气的出口表现强劲。

Australian April Exports leap higher at +7.2% m/m (vs. -2.7% prior).Australian April 2026 trade data, gives a trade balance of 1.791bn AUD surplus expected -1.61bn, prior -1.84bn I'll have more to come on this separately. In brief exports or iron ore, coal and LPG strong.

海湾敌对行动爆发，日元在干预区附近波动，美元徘徊在2个月高点。中东紧张局势加剧，包括伊朗袭击和美国罢工，推高了油价，并在两个月高点附近增强了美元的避险吸引力。日元在160大关附近徘徊，引发了干预的担忧。

Dollar clings to 2-month high as Gulf hostilities flare, yen wobbles near intervention zone.Heightened Middle East tensions, including Iranian attacks and U.S. strikes, propelled oil prices and boosted the dollar's safe-haven appeal near a two-month peak. The yen teetered around the 160 mark, sparking intervention fears.

澳新银行商品指数因供应紧张而上涨，但新西兰元的涨幅限制了出口回报。澳新银行5月份世界大宗商品价格指数上涨0.7%，其中铝价格同比上涨49.1%，此前由于中东冲突造成波斯湾产量下降35%。

ANZ commodity index rises on tight supply, but NZD gains clip export returns.ANZ's world commodity price index rose 0.7% in May, led by aluminium prices up 49.1% y/y after Persian Gulf production fell 35% due to Middle East conflict damage.

众议院通过战争权力决议，以阻止特朗普在伊朗的权威。众议院通过战争权力决议，以阻止特朗普在伊朗的权威

House passes war powers resolution to halt Trump's authority in Iran.House passes war powers resolution to halt Trump's authority in Iran