Johnson & Johnson (JNJ) 加自选

耐心是一种美德：日本央行保持稳定。在本周的会议上，日本央行（BoJ）将政策利率维持在0.50%，这是一个普遍预期的决定。贸易政策的不确定性似乎是日本央行政策制定者本月持观望态度的一个关键因素，该决定的鸽派元素和最新的经济预测表明，这一利率暂停可能会持续更长时间。

Patience Is A Virtue: Bank of Japan Holds Steady.In a widely expected decision, the Bank of Japan (BoJ) held its policy rate at 0.50% at this week's meeting. Uncertainty around trade policy appears to be a key factor that kept BoJ policymakers on the sidelines this month, and dovish-leaning elements of the decision and updated economic forecasts suggest this rate pause may extend for a bit longer.

美元预测：尽管美联储前景转变，就业报告强劲，但DXY仍下跌。由于强劲的就业数据缓和了美联储的降息预期，DXY指数下跌；交易员权衡关税风险，等待央行发出更明确的信号。

US Dollar Forecast: DXY Slips Despite Strong Jobs Report as Fed Outlook Shifts.DXY slips as strong payrolls data tempers Fed cut bets; traders weigh tariff risks and await clearer signals from the central bank.

巴西Ibovespa周五开盘走低，交易价格低于135000点，连续第二天下跌。大型银行和零售商的股价下跌，但淡水河谷和巴西国家石油公司等大宗商品相关股票上涨。与此同时，交易员消化了美国最新的就业报告和巴西PMI制造业数据。美国4月份的就业创造放缓，但仍超出市场预期，降低了人们对美联储即将降息的预期。在当地，一项新的PMI调查显示，4月份巴西制造业活动继续失去动力，接近停滞。在积极的贸易发展中，中国表示，美国一再表明其愿意就关税进行谈判，北京方面对讨论持开放态度，此举可能会缓解紧张局势。

Brazil's Ibovespa opened lower on Friday, trading below the 135,000 mark, extending losses for the second day. Shares of large banks and retailers were down, but commodity-linked stocks, such as Vale and Petrobras advanced. Meanwhile, traders digested the latest US jobs report and PMI manufacturing data for Brazil. Job creation in the United States slowed in April but still exceeded market expectations, tempering expectations of an imminent interest rate cut by the Federal Reserve. Locally, a new PMI survey indicated that Brazilian manufacturing activity continued to lose momentum in April, edging closer to stagnation. In a positive trade development, China said that the US has repeatedly demonstrated its willingness to negotiate tariffs and that Beijing's doors are open for discussions, in a move that could ease tensions.

2025年3月，美国制成品新订单较上月激增4.3%，达到6188亿美元，较上月向下修正的0.5%增长有所加速，与市场4.5%的增长预期大致一致。这是自去年7月以来的最大增幅，因为客户在白宫4月份实施激进关税并迫使工厂提高价格之前加快了货物订单。耐用品行业的订单激增（9.2%，至3157亿美元），运输设备行业的订单增长（27.1%，至1246亿美元）大幅增加，而初级金属（1.1%，至279亿美元）、金属制品（0.1%，至370亿美元）和机械（0.1%，达378亿美元）的订单增长较为疲软。另一方面，电脑和电子产品的订单下降了1.3%，至254亿美元。

New order for US manufactured goods surged by 4.3% from the previous month to $618.8 billion in March of 2025, accelerating from the downwardly revise 0.5% increase from the previous month and loosely in line with market expectations of a 4.5% jump. It was the sharpest increase since July of last year as clients expedited orders of goods before the aggressive tariffs by the White House kicked in during April and forced factories to raise prices. Orders surged in durable goods industries (9.2% to $315.7 billion), carried by transportation equipment (27.1% to $124.6 billion), while softer increases were noted in primary metals (1.1% to $27.9 billion), fabricated metal products (0.1% to $37 billion) and machinery (0.1% to $37.8 billion). On the other hand, orders fell for computers and electronic products (-1.3% to $25.4 billion).