-- 加拿大皇家銀行（RBC）指出，加拿大將於週二上午8:30（美國東部時間）公佈3月的國際商品貿易數據。 該行表示，加拿大國際貿易數據波動異常劇烈，但由於中東衝突導致油價飆漲40%，能源貿易順差擴大，預計3月商品貿易逆差將有所收窄。 加拿大皇家銀行預計，3月出口較上月成長近5%，進口季增幅較小，為1.5%，將使貿易逆差從2月的57億美元降至38億美元。該行指出，市場普遍預期3月的貿易逆差將降至20億美元。
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Electromagnetic Geoservices Names Interim CEO After Sale of Operations
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Australia
Estee Lauder's Turnaround Continues, Middle East Headwinds Remain, RBC Says
Estee Lauder's (EL) turnaround continues, but headwinds from the Middle East conflict could still weigh on fiscal Q4 results, RBC Capital Markets said in a Monday note.Estee Lauder reported fiscal Q3 adjusted earnings of $0.91 per diluted share, up from $0.65 a year earlier, as net sales increased to $3.71 billion from $3.55 billion. The company also raised its fiscal 2026 adjusted EPS outlook to between $2.35 and $2.45, from $2.05 to $2.25 previously.Business disruptions from the Middle East conflict are estimated to have a negative impact of $0.07 to the company's fiscal 2026 EPS and $0.06 dilutive to fiscal Q4 EPS, the investment firm said. RBC noted that Estee Lauder's updated outlook "assumes no deterioration" in the Middle East beyond May, along with current market conditions.The guidance is still "reasonable" and positions Estee Lauder to hit its targets, RBC added.RBC Capital Markets has an outperform rating and $111 price target on Estee Lauder.Price: $81.35, Change: $+2.05, Percent Change: +2.59%
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