石油新闻：随着中国需求和贸易谈判带来希望，看涨前景增强。原油价格反弹4.7%，因贸易乐观情绪和强劲的中国需求改善了市场情绪。欧佩克的供应计划仍然是看涨石油前景的短期上限。

Oil News: Bullish Outlook Builds as China Demand and Trade Talks Drive Hope.Crude oil prices rebound 4.7% as trade optimism and strong China demand improve sentiment. OPEC supply plans remain a near-term cap on bullish oil outlook.

渣打银行预测：英镑弱势，一个月英镑/日元预测184。英镑兑日元（GBP/JPY）汇率目前约为193，但渣打银行认为其处于看跌技术趋势，并对英镑持负面立场。它认为英镑/美元有可能回落至至少1.30，但更倾向于通过卖出英镑/日元来表达其观点。

Standard Chartered Forecast: Pound Sterling Vulnerable, One-Month GBP/JPY Forecast 184.The Pound to Yen (GBP/JPY) exchange rate is currently trading around 193, but Standard Chartered considers it is within a bearish technical trend and maintains a negative stance on the Pound. It sees scope for GBP/USD to retreat to at least 1.30, but prefers to express its view by selling GBP/JPY.

瑞士法郎“解放日以来表现最佳的G10货币”。自4月2日加征关税以来，瑞士法郎兑美元汇率上涨了7%，但随着通货膨胀令人失望，瑞士央行发出了进一步宽松的明确信号，瑞士法郎开始出现波动。“瑞士4月份CPI通胀同比持平，低于预期，而核心指数同比从之前的0.9%降至0.6%。

Swiss Franc "Best Performing G10 Currency" Since Liberation Day.After a 7% rally versus the dollar since the April 2 tariffs, the Swiss franc has started to falter as inflation disappoints and the SNB sends clear signals that further easing is possible. “Swiss April CPI inflation registered a softer than expected flat y/y, while the core reading softened to 0.6% y/y from 0.9% y/y the previous.

沙特阿拉伯的工业生产在上个月上调0.3%后，于2025年3月同比增长2.0%。这是自去年12月以来工业产出增长最快的一次，这是由于制造业产出的增长（5.1%），以及化学品和化学产品（14.3%）和食品（6.9%）的增长。此外，供水、排污、废物管理和修复活动激增15.0%。此外，随着该国石油产量从2024年3月的897万桶降至896万桶/日，采矿和采石活动有所放缓（-0.2%对2月的-0.7%）。另一方面，电力、天然气、蒸汽和空调供应下降了0.9%。在2月份上调1.7%后，工业产出环比增长1.1%。

Industrial production in Saudi Arabia expanded by 2.0% year-on-year in March 2025, after an upwardly revised 0.3% rise in the previous month. It marked the fastest growth in industrial output since last December, due to rises in manufacturing output (5.1%), supported by an increase in chemicals and chemical products (14.3%) and food products (6.9%). Also, water supply, sewerage, and waste management & remediation activities surged 15.0%. Additionally, mining & quarrying activity shrank softer (-0.2% vs -0.7% in February), as the country's oil production fell to 8.96 million barrels per day from 8.97 million in March 2024. On the other hand, electricity, gas, steam, and air conditioning supply recorded a 0.9% decline. On a monthly basis, industrial output increased by 1.1%, following an upwardly revised 1.7% gain in February.