-- 加拿大帝國商業銀行(CIBC)在周一公佈消費者物價指數(CPI)數據後表示,所有人都知道由於汽油價格上漲,加拿大3月份的通膨率將會飆升,但唯一的問題是通膨率會飆升到什麼程度。 CIBC指出,3月CPI年增2.4%,其中較上季漲幅為0.9%(未經季節性調整,經季節性調整後為0.5%),略低於市場普遍預期(2.6%),但較上月1.8%的年漲幅仍大幅上升。 CIBC表示,汽油價格上漲「當然」是通膨加速的主要驅動因素,目前其他領域的通膨傳導效應仍很有限。事實上,核心通膨在3月比預期更為溫和,四項指標(CPI-Trim、中位數、CPI-X以及剔除食品/能源價格後的核心通膨)較上季平均上漲0.1%,以三個月年化計算上漲1.4%。報告指出,電話服務價格當月大幅下跌,對CPI-X和剔除食品/能源價格後的核心通膨指標產生了顯著的下行影響。 展望未來,加拿大帝國商業銀行(CIBC)表示,汽油價格的進一步上漲將導致下個月整體通膨率躍升至3%左右,之後預計在5月份略有回落,部分原因是聯邦燃油消費稅的暫時中止(預計5月份整體通膨率將下降約0.2個百分點)。 報告補充說,能源價格上漲對核心通膨指標的影響可能會在夏季臨近時變得更加明顯,尤其是在機票價格上漲的影響得到更充分體現之後。但加拿大經濟內部的疲軟應該會阻止這些指標再次加速上漲,使加拿大央行能夠在2026年之前保持觀望態度。
Related Articles
Varun Beverages' Consolidated Net Profit Rises in Fiscal Q1
Varun Beverages' (NSE:VBL, BOM:540180) consolidated attributable net profit rose to 8.72 billion Indian rupees in the fiscal first quarter ended March 31, from 7.26 billion rupees a year ago.Earnings per share came in at 2.58 rupees from 2.15 rupees a year earlier, the beverages bottling company said in a filing to the Indian bourses on Monday.Revenue from operations in fiscal Q1 also increased to 67.2 billion rupees from 56.8 billion rupees a year ago.The company's board declared an interim dividend of 0.50 rupees per equity share for the nominal value of 2 rupees each. The dividend will be paid on May 5.
iSoftStone's Profit Jumps 14% in 2025 on Higher Revenue; Shares Down 7%
iSoftStone Information Technology (SHE:301236) posted a 14% increase in attributable net profit for 2025 to 206.1 million yuan from 180.4 million yuan.Earnings per share edged up to 0.22 yuan from 0.19 yuan, according to a filing with the Shenzhen bourse on Saturday.Revenue climbed 12% to 35 billion yuan from 31 billion yuan.iSoftStone's shares slumped 7% in late-afternoon trade on Monday.
Japanese Stocks Climb as Iran's Plan to Reopen Strait Boosts Sentiment
Japanese shares ended higher on Monday, tracking a broader risk-on sentiment after reports that Iran proposed reopening the Strait of Hormuz to the U.S., easing concerns over stalled peace talks and potential supply disruptions.The Nikkei 225 rose 1.4%, or 821.18 points, to close at 60,537.36.Cautious optimism returned on Monday after talks broke down over the weekend, when U.S. President Donald Trump scrapped an envoy visit, and Tehran ruled out negotiations under pressure.Iran has floated a plan through Pakistani mediators to extend the ceasefire and create space for broader talks, with nuclear discussions to follow once a U.S. blockade of the Strait of Hormuz is lifted. The proposal has been delivered to the White House, with no clear response yet. Trump is due to meet his national security team later in the day.In economic news, Japan's leading index rose to 113.3 in February after an upward revision, while the coincident index fell to 116.3 from January's revised 118.1, government data showed Monday.On the corporate front, Rohm (TYO:6963) fell 9% after saying it has not supported Denso Corporation's (TYO:6902) share acquisition proposal and that recent media reports did not originate from the company.Eneos (TYO:5020) slipped over 1% after saying it is strengthening governance following the indictment of its unit over alleged diesel price coordination in Tokyo.Kyorin Pharmaceutical (TYO:4569) edged down over 1% despite plans to transfer its generic drug business to a Daito-led platform as it shifts focus to new drug operations.