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周三A股漲跌不一。上證指數下跌0.51%，創業板指上漲0.9%。申萬28個行業中9個上漲，19個下跌。其中汽車、休閑服務和電氣設備領漲，而鋼鐵、銀行和采掘領跌。周三香港市場因佛誕日休市，滬深股通和港股通均暫停交易。國常會時隔一周后再次討論大宗商品價格上漲問題，提高鋼鐵出口關稅以及降低進口成本，同時排查異常交易和惡意炒作行為。受此消息影響，國內大宗商品價格全線走低。

英國超預期的通脹引發歐洲股市大跌。英國4月消費者價格指數同比上漲1.5%，較3月份的同比增速0.7%增長一倍。去除能源以及其他價格波動較大的項目，核心消費者價格指數上漲1.3%。英國銀行，即英國的中央銀行認為通脹在向2%的政策目標推進，并有望在2021年底超過2.5%，但2022年通脹將會再次回到2%的水平。美國銀行分析師認為能源價格將會推動英國的通脹水平在11月份達到2.7%，之后回落到2%一下。生產者價格指數4月份同比上漲3.9%，主要是供應鏈被疫情破壞所導致的。4月原材料價格同比上漲9.9%，是2017年2月以來的最大漲幅。英國銀行表示還沒有看到生產領域的通脹向生活領域傳導的跡象。市場預計英國銀行會繼續保持寬松的貨幣政策直到2024年。受到英國通脹超預期影響，歐洲股市全線下跌。歐洲斯托克50指數下跌1.71%，英法德國家的股指均下跌超過1個百分點。

比特幣大跌。比特幣從4月高點下跌50%。根據摩根大通，機構投資者在4月底之前停止了持續兩個季度買入比特幣的行為。機構投資者買入比特幣主要是因為比特幣的數量被設定在2100萬枚，因而具有抵御通脹的能力。但隨著通脹來臨，他們又回到了黃金這一傳統對沖通脹品種。中國政府打壓虛擬貨幣加劇了零售投資人拋售比特幣。

美股探底回升。美聯儲會議紀要提到必要時要考慮縮減債券購買。但目前美聯儲似乎還沒有充分的理由。美元指數再度走強，站上90大關。在超預期的通脹與正在復蘇的經濟之間，投資者無所適從，似乎找不到方向。

A-share mixed on contracted volume. Shanghai Composite Index fell while Chinext Index rose. 9 out of 28 sectors in A-share rose with auto, leisure service and electric equipment rising the most.Cyclical sectors fell the most. State council standing committee convened to discuss how to deal with the rising commodity prices. This is the second time for such a meeting in one week. The measures included decreasing the export duty and cutting back the import costs of iron and steel. It was also proposed to blow heavily on speculation in commodity future markets. Commodity prices fell sharply overnight. HK market closed for Buddha’s Birthday.

European stock market crashed on higher-than-expected inflation in the UK. The UK April Consumer Price Index (CPI) rose 1.5% year-on-year (yoy) compared with 0.7% in March. Core CPI, which excludes energy and other volatile items, rose 1.3% yoy. Bank of England (BOE) believed that inflation will edge up above 2% and reach 2.5% by the end of 2021. But it will fall below 2% in 2022. Bank of America held the same view. They expected inflation to reach 2.7% in November due to the rising energy prices. But it will fall below 2% in 2022. Producer’s Price Index rose 3.9% yoy and input costs rose 9% yoy in April. BOE said they did not see the evidence that the input costs were feeding through to consumer.Market is still expecting BOE to remain easing monetary policy until 2024.

Bitcoin tumbled.  It fell 50% from its high in April. JP Morgan observed that institutional investors stopped buying bitcoin, which already continued for two quarters in a row, at the end of April. With the inflation coming they shifted back to gold, the traditional tool for hedging against inflation.

The US stocks recovered big losses and closed down slightly.Fed’s minutes in April showed that Fed would begin to consider tapering once economy grows strongly. Market stopped panic at this news.

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