-- 日本央行週二宣布，鑑於通膨風險加劇以及經濟成長放緩，央行最終決定維持關鍵利率不變。 日本央行以6比3的投票結果，將短期政策利率維持在0.75%不變，自去年12月以來利率一直維持不變。 日本央行行長上田一夫表示，決策者需要更多時間評估海灣戰爭和霍爾木茲海峽關閉將如何影響物價和經濟。 為了反映油價上漲的影響，日本央行預測，剔除生鮮食品價格的2026財年核心消費者物價指數（CPI-core）將上漲2.8%，高於1月預測的1.9%。 此外，日本央行也將本財年國內生產毛額（GDP）成長預期從先前的1%下調至0.5%。 直到近幾年，日本央行面臨的挑戰並非通膨，而是接近通縮，經濟成長也長期低迷，導致一些批評者稱之為「失去的十年」。 近幾個季度，央行官員重申，他們希望保持強勁的勞動力需求，以推動實際薪資成長，從而促進消費和整體經濟擴張。 在今天的預測之前，日本央行也發布了樂觀的通膨預期，認為核心CPI將在2026財年回落至央行2%的目標範圍內。 事實上，根據統計局報告，日本3月核心CPI年比僅小漲1.8%。 但展望未來，隨著油價上漲以及日圓兌美元匯率跌至35年來的最低點，日本央行目前預測通膨率將超過央行目標。 日本央行下次會議將於4月27日至28日舉行。 荷蘭投資公司ING Think表示：“我們仍然認為日本央行有可能在4月28日加息。由於實際利率仍處於深度負值水平，央行成員對通膨預期上升的擔憂可能會加劇。”
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Mining & Metals
Crossroads Gold Begins Trading on the Frankfurt Stock Exchange
Crossroads Gold's (CRG.V) common shares began trading effective April 24, 2026, on the Frankfurt Stock Exchange under the symbol 'FI1', the company said on Tuesday.The company's common shares will continue to trade on the TSX Venture Exchange under the symbol 'CRG' and the OTCQB under the symbol 'CRGCF', said the company."Following commencement of trading on the TSXV in early March 2026 and the OTCQB in late April 2026, Crossroads is now available for trading on three marketplaces worldwide," said Rex Motton, Chief Executive Officer and Director of Crossroads. "This listing reflects growing investor interest in gold exploration companies from Europe, particularly Germany where there is a long history of investing in exploration companies. This listing is expected to expand the Company's access to European capital markets, while increasing the liquidity and visibility of the Company's shares among an expanded international investor audience, including both institutional and retail investors across Germany and the broader German-speaking European market. We view this as a natural extension of our North American listings and is a foundation for long-term engagement with potential European shareholders."The company's shares were last seen up $0.005 at $0.20 on the TSX Venture Exchange.Price: $0.20, Change: $+0.01, Percent Change: +2.56%
$CRG.V
Commodities
Biofuels Update: Chicago Soybean Complex Slips on High Supply; Palm Oil Up Slightly
The Chicago soybean complex weakened on Tuesday due to ample supply, with US soybean planting at a record pace and the Brazilian harvest almost complete.Pulling away from crude oil prices, the May soybean contract on the Chicago Board of Trade declined 0.19% to $11.75 per bushel. The May soybean oil contract inched down 0.08% to 72.20 cents per pound.Soybean planting in the US has progressed 23% as of April 26, up from the previous year's pace of 17% and the five-year average of 12%, according to US Department of Agriculture data.A more aggressive soybean planting in the US could raise domestic stock levels if China does not increase its purchases, according to DuWayne Bosse of Bolt Marketing, as cited by AgWeb. US President Donald Trump and Chinese leader Xi Jinping are set to meet in mid-May, with market participants hoping for a positive outcome from trade discussions.For the current marketing year through April 23, agriculture data showed that the US has inspected 32.8 million metric tons of soybeans for export, down from 43.2 mmt recorded in the year-ago period.In Brazil, a record crop harvest was nearly completed, and the country was entering its peak soybean export season, according to price reporting agency MySteel.Contrary to Brazil's progress, harvest in Argentina has reportedly slowed to 25% from a normal average of 55% due to persistent rainfall.Weather patterns will be key to global production going forward, with the looming El Nino phenomenon likely to impact supply levels."If El Nino conditions do persist into late 2026, Brazilian soybean production for the 2027 harvest could also be affected. No significant impact on US crops is expected under current conditions," Kpler said.The research firm said there was a 93% chance of the weather phenomenon emerging in Q4, higher than the 20% probability in Q2.In Asia, Malaysian palm oil futures were little changed on Tuesday, as weaker fundamentals weighed on the market.The Bursa Malaysia Derivatives' May and June crude palm oil contracts were up 0.07% to 4,468 Malaysian ringgit ($1,130.85) per metric ton and 4,508 ringgit/mt, respectively.Cargo surveyors reportedly estimated that Malaysian palm oil shipments for the first 25 days of April declined between 15.7% and 16.8% from a month earlier. This followed robust export demand in Q1, which rose 29.1% year over year, according to the Malaysian Palm Oil Council.Improving production outlook following a seasonal low also weighed on sentiment.Nonetheless, Indonesia's plan to raise palm-oil-based biodiesel blending to 50% from the current 40% will serve as a tailwind, boosting domestic consumption and reducing exportable supplies.However, sources cited by The Edge Malaysia said the target rollout of B50 by July faces challenges, including a war-driven shortage of methanol used in biodiesel production and high levels of unsold byproducts in storage tanks.The higher biodiesel program, once implemented, could absorb an additional 3 million metric tons per year of palm oil, according to the MPOC.In terms of production, the USDA said in its annual oilseeds report that Indonesia's palm oil output may reach 48 mmt in the 2026/27 marketing year, a 3% increase from the previous year's 46.7 mmt.The government's move to seize illegal plantations and a possible drought related to the El Nino weather phenomenon pose supply risks.This week, palm oil prices are expected to remain rangebound, "with a slightly bearish bias," due to weak export demand and expectations of higher near-term supply, according to PhillipCapital."However, support may come from firmer crude oil prices and steady energy sector demand, which could help limit further downside," Phillip Capital said.Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, projects palm oil prices to range from 4,200 ringgit/mt to 4,300 ringgit/mt this week due to profit taking, while the MPOC expects prices to approach 4,500 ringgit/mt in the near term.In the US, the May-dated ethanol futures on the NYMEX jumped by a further 2.43% to about $2.01 per gallon on Monday, tracking a recent rally in crude oil prices.
Equities
Update: UAE to Exit OPEC, OPEC+ on May 1
(Updates to add the UAE energy minister's statement)The United Arab Emirates will exit the Organisation of the Petroleum Exporting Countries, with effect from May 1, the WAM news agency reported Tuesday.The country decided to leave both OPEC and OPEC+, taking into account its national interest following a review of its production policy, as well as its existing and future capacity, according to the report.Following the report, UAE Energy Minister Suhail Mohamed Al Mazrouei said in a post on social media platform X that the decision "reflects a policy-driven evolution aligned with long-term market fundamentals."The move comes amid energy market volatility, including disruptions in the Arabian Gulf and the Strait of Hormuz.
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