美元/俄罗斯卢布 (USDRUB) 加自选

随着生产者价格下跌，美元回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。由于交易员对经济报告做出反应，美元下跌。

U.S. Dollar Retreats As Producer Prices Fall: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency moved lower as traders reacted to economic reports.

5月15日，房地美支持的30年期固定抵押贷款的平均利率从上周的6.76%升至6.81%，反映出在全球贸易紧张局势缓解和避险资产需求减少的情况下，长期国债收益率上升。在美国和中国达成为期90天的共同关税削减协议后，投资者情绪有所改善，这有助于缓解人们对长期贸易争端可能导致美国经济陷入衰退的担忧。房地美首席经济学家Sam Khater指出：“30年期固定利率抵押贷款连续第17周低于7%的门槛。稳定的抵押贷款利率加上适度上升的库存正在吸引购房者进入市场，购房申请活动比去年增长了18%。”。

The average rate on a 30-year fixed mortgage backed by Freddie Mac rose to 6.81% on May 15th, up from 6.76% the previous week, reflecting a rise in long-term Treasury yields amid easing global trade tensions and reduced demand for safe-haven assets. Investor sentiment improved following a 90-day mutual tariff reduction agreement between the US and China, which helped ease fears that prolonged trade disputes could push the US economy into recession. “The 30-year fixed-rate mortgage remained below the 7% threshold for the 17th consecutive week. Stable mortgage rates coupled with moderately rising inventory are attracting homebuyers into the market, with purchase application activity up 18% from last year,” noted Sam Khater, Chief Economist at Freddie Mac.

以色列的年通货膨胀率从上个月的3.3%上升到2025年4月的3.6%，超过了市场预期的3.2%。交通和通讯（3月份为2.3%对1.1%）以及蔬菜和水果（3.9%对2.4%）的价格上涨速度更快。这部分被不包括蔬菜和水果的食品价格通胀放缓（4.7%对4.8%）和服装和鞋类的通缩加剧（-2.6%对-2.2%）所抵消。按月计算，4月份消费者价格上涨1.1%，为2022年7月以来的最高月度涨幅。这也大大超过了市场预测的0.6%的涨幅，并从3月份的0.5%的涨幅加速。

Israel’s annual inflation rate rose to 3.6% in April 2025 from 3.3% in the previous month, exceeding market expectations of 3.2%. Prices rose at a faster pace in transport and communication (2.3% vs 1.1% in March) and vegetables and fruit (3.9% vs 2.4%). This was partially offset by slower inflation in food prices excluding vegetables and fruit (4.7% vs 4.8%) and deeper deflation in clothing and footwear (-2.6% vs -2.2%). On a monthly basis, consumer prices climbed 1.1% in April, the highest monthly increase since July 2022. This also significantly exceeded market forecasts of a 0.6% rise and accelerated from a 0.5% gain in March.

周四，富时MIB扭转早盘下跌，收于40611点，上涨0.6%，这是其连续第六次上涨，因为公用事业和国防巨头的强劲表现抵消了更广泛的欧洲市场的谨慎基调，因为人们担心即将到来的关税可能对经济产生影响。投资者还将注意力转向即将公布的企业盈利，并等待关键的国内数据，包括周五公布的4月消费者通胀和3月贸易平衡的最终读数。在表现最好的公司中，公用事业公司Enel、A2A和Hera分别上涨1.9%、1.3%和2.1%，而国防和航空航天集团Leonardo领涨3.7%，这得益于地缘政治紧张局势加剧和乌克兰战争迅速解决的希望渺茫。

The FTSE MIB reversed early losses to close 0.6% higher at 40,611 on Thursday, marking its sixth consecutive gain, as strong performances from utility and defense giants offset the cautious tone across broader European markets amid concerns over the potential economic fallout from looming tariffs. Investors also turned their focus to upcoming corporate earnings and awaited key domestic data, including the final reading of April’s consumer inflation and March’s trade balance, both due Friday. Among top performers, utility firms Enel, A2A, and Hera rose 1.9%, 1.3%, and 2.1%, respectively, while defense and aerospace group Leonardo led gains with a 3.7% jump, buoyed by heightened geopolitical tensions and fading hopes for a swift resolution to the war in Ukraine.