イギリスイングランド銀行Lマンのスピーチ

アメリカEIAクッシング原油在庫の変化

アメリカEIAガソリン生産の変化

アメリカEIA ガソリン在庫の推移

US equity futures trimmed some of their rebound as evidence of increasing inflation weighed against the ongoing AI rally. Contracts for the S&P 500 and Nasdaq were near the flatline to remain near record highs, while the Dow was 250 points down. Producer price inflation surged more than expected in April, both for energy-exposed goods and non-energy services, to show that the impact of the war in the Middle East on prices has spread past direct fuel costs onto the broader economy. This coincided with a fresh increase in refined fuel prices this week amid the continued blockade of tankers in the Persian Gulf. Still, strong earnings prospectives from AI software and hardware producers continued to carry stock indices since the Q1 earnings season. Hyperscalers were higher premarket after SoftBank unveiled soaring gains from its private OpenAI stake. Also, Nvidia gained 2.5% as CEO Huang surprisingly joined other tech leaders and the US delegation in their summit with China.

US Futures Pare Rebound After Hot PPI

Germany’s current account surplus narrowed to €23.6 billion in March 2026, down from €27.4 billion a year earlier. The goods surplus fell to €18.5 billion from €21.4 billion, as exports rose 6.1% while imports surged 10.3%. The services deficit widened to €3.8 billion from €3.4 billion, and the secondary income gap increased to €6.7 billion from €5.4 billion. Meanwhile, the primary income surplus grew to €15.6 billion from €14.8 billion. In Q1 2026, the current account surplus declined to €62.2 billion from €65.3 billion in the same period of 2025.

German Current Account Surplus Shrinks in March

Brazil’s retail sales increased 0.5% month-over-month in March 2026, following a 0.7% gain in February and beating expectations of a flat reading. Retail activity was broadly positive, with five of the eight surveyed sectors posting growth. The strongest increases came from office equipment, IT and communication supplies (5.7%), fuels and lubricants (2.9%), other personal and household goods (2.9%), books and stationery (0.7%), and pharmaceutical and personal care products (0.1%). In contrast, furniture and household appliances fell 0.9%, while supermarkets, food, beverages and tobacco declined 1.4%. Textiles, apparel and footwear were unchanged. Regionally, 19 of Brazil’s 27 states recorded gains, led by Maranhão (3.8%), Amazonas (3.7%), and Piauí (3.5%). Expanded retail sales rose 0.3%, while annual retail sales advanced 4.0%.

Brazil Retail Sales Rise More Than Expected in March

Core producer prices in the United States, which exclude food and energy, rose by 1% over a month earlier in April 2026, the most since March 2022, following an upwardly revised 0.2% increase in March and well above market forecasts of a 0.3% advance. On a yearly basis, core producer prices rose by 5.2% in April, up from 4% in March and also above the expected 4.3% climb.

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