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法国兴业银行隔夜经济新闻摘要

-- 法国兴业银行周二早间经济新闻摘要指出: -- 布伦特原油、外汇和债券市场均呈区间震荡。标普500指数和纳斯达克指数均处于超买状态(相对强弱指数RSI)。美伊第二轮会谈计划于周三在伊斯兰堡举行,届时停火协议即将到期。特朗普总统表示,延长停火“极不可能”,霍尔木兹海峡封锁将持续到协议签署为止。 -- 欧洲央行:欧洲央行行长拉加德表示,在得出政策结论之前需要更多信息,伊朗战争和能源价格传导带来的双重不确定性使政策前景更加复杂。法国兴业银行大宗商品部门预计,海湾地区原油供应正常化进程将在5月中旬放缓,并将布伦特原油年底目标价从每桶79美元上调至每桶85美元。 -- 英国2月份不计奖金的平均收入同比增长率放缓至3.8%,低于1月份向上修正后的4.1%。私营部门盈利增速从3.3%放缓至3.2%。就业人数增加2.4万人(三个月/超过三个月/三个月)。失业率下降0.3个百分点至4.9%。 —— 明日要闻:凯文·沃什将出席参议院确认听证会,出任美联储新任主席。美国零售销售数据。欧洲央行行长科赫尔讲话。德国ZEW经济景气指数预期。 —— 日经指数上涨1.0%,欧元区10年期国债收益率下跌1.5个基点至3.00%,布伦特原油下跌0.9%至每桶94.6美元,黄金价格下跌0.6%至每盎司4778美元。

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

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