活牛 (LiveCattle) 加自选

美联储的洛根质疑当前的利率是否具有足够的限制性。达拉斯联邦储备银行行长洛里·洛根（Lorie Logan）发出了今年美联储官员发出的最鹰派信息之一，警告称，如果通胀仍然居高不下，政策制定者最终可能需要再次加息。虽然她没有主张立即采取行动，但洛根表示，她“越来越担心今年晚些时候可能需要更高的利率来完全恢复价格稳定。

Fed's Logan Questions Whether Current Rates Are Restrictive Enough.Dallas Fed President Lorie Logan delivered one of the most hawkish messages from a Fed official this year, warning that policymakers may ultimately need to raise rates again if inflation remains stubbornly elevated. While she stopped short of advocating an immediate move, Logan said she is “increasingly concerned that higher interest rates could be necessary later this year to fully restore price stability.

美联储报告劳动力市场稳定、成本上升和消费者紧张。美联储最新的褐皮书描绘了一幅经济持续增长的图景，但越来越感受到能源成本上涨和持续通胀压力的影响。在12个美联储地区中，有10个地区的经济活动以“轻微至温和的速度”扩张，而消费者支出不平衡，收入差距越来越大。

Fed Reports Stable Labor Market, Rising Costs, and Strained Consumers.The Federal Reserve's latest Beige Book painted a picture of an economy that continues to grow but is increasingly feeling the effects of higher energy costs and persistent inflation pressures. Economic activity expanded at a “slight to moderate pace” in ten of the twelve Fed districts, while consumer spending was uneven and increasingly divided along income lines.

澳大利亚4月商品贸易恢复顺差，出口反弹。澳大利亚的商品贸易平衡重新转为顺差​四月，在一次意外之后‌周四的数据显示，前一个月的赤字有所回升​资源出口帮助抵消了​燃料进口激增。

Australia April goods trade back in surplus as exports rebound.Australia's balance on goods trade swung back into surplus ​in April after a surprise ‌deficit the month before, data showed on Thursday, as a rebound in ​resource exports helped offset a ​surge in fuel imports.

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.