-- 週二,多倫多證券交易所收跌,連續第四個交易日下跌,原因是市場對結束伊朗戰爭達成協議的希望逐漸破滅。同時,投資人正等待聯邦政府發布春季經濟報告,以了解短期和中期財政赤字的預期。 儘管多數板塊上漲,其中能源板塊領漲,漲幅達2.4%,受油價上漲提振,但S&P/TSX綜合指數仍下跌233.85點,跌幅0.69%,收在33,584.34點。然而,跌幅最大的板塊卻是資訊科技板塊(下跌4.4%)和基本金屬板塊(下跌3.6%),金價下跌加劇了它們的頹勢。 根據FactSet數據顯示,截至今日開盤,TSX指數較前三個交易日累計下跌136.92點,下跌0.40%。但本月迄今累計上漲3.20%,年初至今累計上漲2,105.43點,漲幅6.64%。 加拿大聯邦政府將於週二下午4點(美國東部時間)股市收盤時發布財政報告。蒙特利爾銀行在早間報告中表示,將期待這份報告顯示赤字數據「好於預期」。 BMO資本市場高級經濟學家羅伯特·卡夫西奇表示:「與此次更新前對2026/27財年654億加元赤字的預估相比,財政狀況似乎存在一些好轉空間。在石油危機爆發之前,財政狀況明顯好於預期。4月至次年2月期間(即本財年的前11個月),赤字為255億年加億元僅略高。 「正是由於這些額外的空間,渥太華才在此次更新前積極推出了一些新措施。」其中包括暫時取消燃油消費稅(這將耗資約 24 億美元);以及更慷慨的消費稅退稅;此外,還包括對新建住房的HST減免以及與安大略省達成的基礎設施協議。 在今日大宗商品方面,西德州中質原油(WTI)收高,美國基準油價三週來首次逼近每桶100美元大關,原因是人們對結束伊朗戰爭的希望逐漸渺茫,霍爾木茲海峽仍然關閉。 6月交割的WTI原油期貨上漲3.56美元,收在每桶99.93美元,未能守住盤中一度突破的100美元關口;6月交割的布蘭特原油期貨上漲2.58美元,收於每桶110.81美元。 但在周二下午,黃金價格跌至一個月來的低點,因為油價上漲可能推高通膨和利率,而美元和美國公債殖利率走高。 6月交割的黃金期貨下跌82.80美元,至每盎司4,610.90美元,為3月30日以來的最低水準。
Related Articles
Research Alert: Equity Residential Delivers Slight Ffo Beat And Revenue Miss In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQR delivered Q1 2026 FFO of $0.99, beating consensus by $0.02, though rental revenue of $780M slightly missed expectations. The company's blended lease rate of 1.5% remained flat Y/Y, with new lease rates declining 2.8% due to incentives offset by strong renewal rates of 4.7%. We maintain our Hold rating based on operating expense pressure suppressing cash NOI growth in 2026. Management guides for 2026 same-store revenue growth of 1.2%-3.2%, expense growth of 3.0%-4.0%, and cash NOI growth of 0.5%-2.5%, with strength expected in 2H 2026. EQR's coastal market strategy continues demonstrating value, with San Francisco leading at 6.5% revenue growth and New York at 4.6%, while expansion markets like Denver (-5.9%) and Atlanta (-2.0%) face new supply pressure. EQR has premium coastal markets where limited new supply enables pricing power, though higher operating costs remain a risk. The development pipeline totals $863M for 1,824 units when complete. Planned property acquisitions are $165M in 2026.
Rua Bioscience Notes 'Significant Contraction' in Australian Medical Cannabis Prescribing Volumes Amid Regulatory Review
Rua Bioscience (NZE:RUA) said the Australian market has experienced "significant contraction" in medical cannabis prescribing volumes amid a Therapeutic Goods Administration review of the safety of unapproved products, according to a Wednesday filing with the New Zealand bourse.However, medicinal cannabis is showing "strong signs of maturity and growth" in international markets, especially in Europe, in the face of recent international developments and discourse of a global economic slowdown, Rua added.The company recently established RUA genetics in Canada, the second-largest cannabis market in the world after the US, adding to its presence in Germany, Australia, New Zealand, Czechia, and the UK, per the filing.In Australia, the company expects a market reset after the regulatory review is complete, and is working to establish its products in new clinic chains.Elsewhere, Rua plans to bring several products to the New Zealand market in the coming months, and is also working on product launches in Czechia scheduled for May. Additionally, the company is looking to expand in the UK with plans to incorporate its genetics through new channels and clinic chains.In Germany, the company believes there is strong demand for consistent and reliable suppliers as significant regulatory changes seem unlikely following a review during which distributors reduced stock and scaled back imports. The German market remains competitive and continues to show strong signs of growth, Rua said.
Market Chatter: Nvidia-Linked Data Center Raises $4.6 Billion From Junk Bond Sale
A Nevada data center project tied to Nvidia (NVDA) has raised $4.59 billion through a junk-bond sale, underscoring a rise in deals for AI infrastructure funding, Bloomberg reported on Tuesday, citing a person familiar with the matter.The deal, backed by Tract Capital Management and Fleet Data Centers, priced five-year notes at a 6.74% yield, the report said.The project, a 200-megawatt facility in Nevada, is expected to be leased to Nvidia.The deal was priced during broader volatility in data center-linked stocks and bonds, as concerns grow over whether the rapid expansion in AI-related spending will deliver expected returns, Bloomberg said.Nvidia did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)