-- 根據歐盟統計局週四公佈的數據，歐元區3月經季節性調整的失業率為6.2%，低於2月修正後的6.3%。 根據Trading Economics稱，最新數據顯示的失業率與市場普遍預期的6.2%基本一致。
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Research
Research Alert: Cop: A Q1 Beat And A Turning Of The Corner In Alaska
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:COP reported Q1 adjusted EPS of $1.89 vs. $2.09 prior year, beating the consensus of $1.71 by $0.18, while production declined 3.3% Y/Y to 2.31M boe/d but only 1% excluding acquisitions and divestitures. Average realized pricing fell 6% to $50.36/boe from $53.34/boe in Q1 '25. Key developments include the Willow project in Alaska reaching 50% completion with first oil still targeted for 2029, and continued LNG development with North Field East due for completion in the second half of 2026. COP guided 2026 production to 2.295M-2.325M boe/d (flat at midpoint) and capex of $12.0B-$12.5B, stripping out 20K boe/d from Qatar and 15K boe/d royalty adjustment from Surmont. The U.S. Lower 48 led production at 1.45M boe/d (63% of total), with Delaware Basin contributing 698K boe/d. In our view, successful completion of Willow would materially advance Alaska production from current 195K boe/d levels. COP maintained its 45% CFO return commitment, distributing $2.0B through equal portions of buybacks and dividends.
$COP
Research
Research Alert: Southern Company Q1: Wholesale Electric Fuels Top- And Bottom-line Beats
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Southern Company reported Q1 2026 adjusted EPS of $1.32, up 7.3% Y/Y, and beating guidance by 10.0% and consensus by 9.1%. Operating revenues increased 8.0% (+3.6% vs. consensus) to $8.4B, attributed to wholesale electric revenues surging 29.7% to $965M and natural gas revenues rising 19.1% to $2.2B. The company added 49K customers Y/Y, reflecting 1.1% growth, while weather-adjusted retail sales increased 2.3%, with strong commercial (+4.6%) and industrial (+1.5%) performance. Weather impacts reduced quarterly EPS by $0.05 as actual residential sales declined 4.1%. Southern Power faced significant headwinds, with net income falling 95.4% to $4M due to $154M in accelerated depreciation charges from wind facility repowering projects, with additional charges of $335M expected through 2026 and $100M in 2027. We believe the strong underlying utility performance and customer growth trends support the investment thesis despite near-term Southern Power challenges.
$SO
International
US Q1 GDP Rises Less Than Expected, PCE Growth Slows
US economic growth, measured by gross domestic product, rose by 2.0% in Q1 after a 0.5% gain in Q4, slower than a 2.3% increase expected in a survey compiled by Bloomberg as of 7:35 am ET.Personal consumer expenditures rose by 1.6% after a 1.9% gain in Q4.There were positive contributions from nonresidential fixed investment, inventory growth and government spending that were partially offset by negative contributions from residential fixed investment and net exports.The GDP price index rose by 3.6% after a 3.7% gain in the previous quarter, but the PCE measures accelerated.The second estimate of Q1 GDP is scheduled to be released on May 28.The quarterly measure of gross domestic product, or GDP, is released by the US Bureau of Economic Analysis at three stages, with the advance reading about a month after the end of a quarter, followed by second and third readings for the same quarter two and three months after quarter-end.The data are broken down by each of the GDP components: consumption, fixed investment (which includes residential and nonresidential investment and inventories), government spending, and net exports (exports minus imports). The report also includes prices measures for the overall reading and the categories.Strong GDP growth is a positive for stocks, but a negative for bonds, especially if it is accompanied by sharp inflation gains.