FINWIRES · TerminalLIVE
FINWIRES

加拿大蒙特利爾銀行對加拿大未來一天的展望

By

-- 蒙特婁銀行(BMO)表示,加拿大將於週二美國東部時間上午8:30公佈3月的國際商品貿易數據。 該行指出,加拿大3月的貿易逆差預計將收窄至30億加元,這是首次反映能源衝擊對經濟的影響。 BMO表示,由於霍爾木茲海峽關閉,能源價格上漲和需求增加,出口可望大幅成長。進口和非能源出口也可能上升,汽車製造業的積極數據表明,汽車產業持續復甦。 該行指出,儘管金屬價格在3月有所回落,但中東戰爭爆發帶來的額外不確定性可能會進一步加劇黃金出貨量的波動。風險傾向於趨於平衡,只要霍爾木茲海峽的通行活動仍受到限制,這種情況就可能持續下去。 儘管如此,並非全是好消息:據蒙特利爾銀行(BMO)稱,戰爭持續的時間越長,全球對非能源商品的需求受到的衝擊就越大,這將抵消部分能源增長帶來的益處。 在美墨加協定(CUSMA)貿易談判仍在進行之際,加拿大宣布了一系列新的關稅減免措施,主要透過向鋼鐵、鋁或銅製品生產商和出口商提供優惠貸款來實現。 據該銀行稱,儘管美元指數變化不大,但加元(CAD 或 loonie)週二早盤小幅走強,報 1.361 美元(0.735 美元)。

Related Articles

Australia

Citigroup Adjusts Price Target on Marathon Petroleum to $257 From $243, Maintains Neutral Rating

Marathon Petroleum (MPC) has an average rating of overweight and mean price target of $253.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $256.58, Change: $+4.04, Percent Change: +1.60%

$MPC
Research

Research Alert: Peg Reports Strong Q1 Beat; On Track For $4.2b Capex And 7% Eps Growth In 2026

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PEG reported Q1 2026 adjusted EPS of $1.55 vs. $1.43 (+8.4% Y/Y, +8.5% vs. consensus), supported by higher PSE&G margins from regulated infrastructure investments and customer growth, partially offset by higher depreciation and interest expense. PSEG Power earnings increased due to higher realized power prices and lower O&M costs, offset by lower generation volumes. We see the company as on target for $4.2B full-year 2026 capex guidance after deploying ~$0.8B in Q1, while PEG maintained long-term targets including $24B-$28B total capex for 2026-2030 and a 6%-7.5% rate base CAGR. Management reaffirmed its 2026 EPS guidance of $4.28-$4.40, representing ~7% growth at the midpoint. Both residential electric and gas customers increased ~1% on a trailing-12-month basis, which we think reflects continued execution of the regulated investment program. Annualized dividends were increased ~6% to $2.68 for 2026. We view this as a competitive growth rate amongst Multi-Utility peers.

$PEG
Australia

Merck Completes Terns Pharmaceuticals Acquisition

Merck (MRK) said Tuesday it has completed the acquisition of Terns Pharmaceuticals after a cash tender offer at $53 per share.Terns' stock will no longer be listed on Nasdaq, it said.The deal will result in a charge to research and development expense of about $2.35 per share, included in Q2 and full year 2026 GAAP and non-GAAP results, Merck said.GAAP and non-GAAP EPS are also expected to take a hit of about $0.12 a share in 2026 on costs associated with advancing TERN-701 and costs of financing, it added.Price: $113.21, Change: $+0.10, Percent Change: +0.09%

$MRK$TERN
加拿大蒙特利爾銀行對加拿大未來一天的展望 | FINWIRES