美國4月核心PCE物價指數年率升至3.3%，爲2023年11月以來最高水平，美聯儲6月按兵不動已成定局；現貨黃金昨日跌破4400美元關口後回升，當前多頭佔比高達93%，後市情緒如何？歡迎前往“數據庫-嘉盛市場晴雨表”查看並訂閱（數據每10分鐘更新1次）。

France May harmonized CPI YoY 2.8%, up from 2.5% in April and slightly below the 2.9% consensus; rise driven by energy costs from the Middle East conflict, supporting expectations for an ECB rate move in June. The print opens a week of major eurozone inflation releases; markets expect price pressures to intensify in Spain and Italy, to ease slightly in Germany, but remain well above the ECB’s 2% target across member states. Eurozone aggregate inflation due next week is forecast to climb above April’s >3% level. Since Trump launched military action against Iran three months ago, ECB officials from hawk Isabel Schnabel to dovish chief economist Philip Lane have signalled a possible need to tighten; April’s meeting held policy steady but minutes said some second‑round effects were “inevitable,” with debate focused on their scope, intensity, timing and persistence.

Spain Agriculture Minister Luis Planas said fertilizer costs have risen sharply due to the conflict involving Iran and urged the EU to allocate billions of euros in aid to prevent crop-yield declines. Spain has moved ahead with a €500m national support package (about $580m); Planas said the European Commission’s current plan does not meet farmers’ urgent cash needs.