-- 周三早盘，美元兑主要贸易伙伴走低，市场关注美国东部时间上午8:15公布的4月份ADP私营部门就业数据以及上午8:30公布的财政部季度再融资声明。 3月份各州失业率数据将于美国东部时间上午10:00公布，随后是上午10:30公布的每周石油库存数据。芝加哥联邦储备银行行长奥斯坦·古尔斯比将于美国东部时间下午1:00发表讲话。 周三早些时候，抵押贷款银行家协会表示，由于抵押贷款利率上升，截至5月1日当周的抵押贷款申请量有所下降。 以下是周三外汇市场活动的简要概述： 欧元/美元汇率从周二美国收盘时的1.1696升至1.1794，周二上午同一时间点的汇率为1.1689。根据周三早些时候公布的数据，欧元区4月份服务业采购经理人指数（PMI）下降，表明经济萎缩；而欧元区3月份生产者价格指数则出现反弹。欧洲央行政策委员会成员菲利普·莱恩将于美国东部时间上午11:30发表讲话。欧洲央行下一次会议定于6月11日举行。 英镑/美元汇率从周二美国收盘时的1.3543和周二上午同一时间的1.3545上涨至1.3637。根据周三早些时候公布的数据，英国4月份服务业PMI增幅超出预期。英国央行下一次会议定于6月18日举行。 美元/日元汇率从周二美国收盘时的157.8804和周二上午同一时间的157.6894大幅下跌至155.7979，原因是市场怀疑日本官员进行了干预。周三是日本的假日，因此隔夜没有公布任何数据。日本央行下一次会议定于6月15日至16日举行。 美元兑加元汇率从周二美国收盘时的1.3623跌至1.3600，周二上午同一时间点的汇率为1.3618。加拿大4月份艾维采购经理人指数（PMI）将于美国东部时间上午10:00公布，随后加拿大央行行长蒂夫·麦克勒姆将于美国东部时间下午4:15发表讲话。加拿大央行下一次会议定于6月10日举行。
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Research Alert: CFRA Lifts View On Shares Of H.f. Sinclair To Buy From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $87, raised $31, reflects a combination of relative valuation and DCF models. On a relative basis, we apply a 7.0x multiple of enterprise value to projected 2027 EBITDA. The applied multiple is above DINO's historical forward average, but below peers. We think a modest discount to peers is reasonable on the basis of below-average return on invested capital. Still, a multiple above normal levels for DINO is also reasonable, because we think refining margins will be high in both 2026 and 2027. This approach yields a value of $85 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5%, 2% terminal growth, discounted at a WACC of 7.2%, yields intrinsic value of $89 per share. We lift our 2026 EPS estimate by $2.87 to $7.30 and 2027's by $1.66 to $6.26. In our view, DINO has above-average exposure to middle distillates, which is where we think refining margins will be relatively stronger. Shares yield 2.8%.
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Commodities
Fortis Reports Mixed Q1 Utility Sales, Growth Projects Advance
Fortis (FTS) reported Q1 earnings on Wednesday, with electricity and gas sales falling across several utility units, while advancing major transmission, LNG, and data center projects across North America.Fortis' unit, UNS Energy, delivered 2,148 gigawatt-hours of retail electricity sales in Q1, compared with 2,136 GWh a year earlier, while wholesale electricity sales fell to 998 GWh from 1,157 GWh, the company said.The Canadian electric and gas utility company reported that its FortisBC Energy unit delivered gas sales of 76 petajoules in Q1, down from 81 PJ a year earlier.FortisAlberta increased electricity deliveries to 4,665 GWh in Q1, up from 4,597 GWh a year earlier.Central Hudson sold 1,387 GWh of electricity for the quarter ended March 31, compared with 1,375 GWh a year earlier. Gas sales rose to 10 petajoules from 9 PJ over the year.FortisBC Electric reported electricity sales of 957 GWh in the quarter, down from 1,016 GWh a year earlier.Other electric operations sold 3,154 GWh in the quarter, down from 3,165 GWh a year earlier.Fortis spent CA$1.4 billion ($1.03 billion) on capital projects during the quarter and said its CA$5.6 billion annual capital plan remains on track.The company targets rate base growth to CA$57.9 billion by 2030 from CA$42.4 billion in 2025.ITC completed a substation in March to support 300 megawatts of load growth tied to a data center at the Big Cedar Industrial Center.Fortis also continues transmission upgrades to serve another 1,600 MW by 2028.Fortis also secured credit support in April for an energy supply agreement linked to a planned Arizona data center with an initial electricity demand of about 300 MW.Price: $56.74, Change: $-0.70, Percent Change: -1.22%
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Mining & Metals
Metallis Resources Provides Update on 2026 Drill Program at Greyhound Project, Idaho
Metallis Resources (MTS.V) said Wednesday that an technical review and reinterpretation of the Greyhound project in Idaho, has allowed it to more precisely target the high-grade portions of a 3.5 km trend as the company plans the 2026 drill program.A 2026 drill program of about 3,000 meters is planned, focused on high-grade shoots within the Rufus Zone, and surface mineralization at Birdie, Bulldog, and Idaho, a statement added."We have identified multiple priority target areas along the 3.5 km trend, along with new geochemical anomalies that suggest the system may extend beyond what was previously recognized," said vice president of exploration, Dave Nuttall."With a strengthened geological model and more clearly defined targeting criteria, we are entering the upcoming season with increased confidence in the scale of the opportunity and the potential to continue building long-term value at Greyhound."Metallis Resources were last seen unchanged at $0.17, on the TSX Venture Exchange.
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