FINWIRES · TerminalLIVE
FINWIRES

法国兴业银行隔夜经济新闻摘要

By

-- 法国兴业银行周二早间经济新闻摘要指出: ——避险情绪温和升温,霍尔木兹海峡局势升级考验美伊停火后,布伦特原油价格短暂回升至每桶114美元。美国启动“自由计划”,动用武力保护商船通行。印尼盾(IDR)和印度卢比(INR)跌至新低,促使印尼央行干预外汇市场。 ——澳大利亚储备银行将基准利率上调25个基点至4.35%,暗示暂停加息。声明称:通胀可能在一段时间内保持在目标水平以上,风险偏向上行,包括通胀预期。行长布洛克表示:我们现在有空间,可以对通胀的正反两方面风险保持警惕。货币政策研究所(MPR)计划到2026年12月将基准利率上调至4.7%。三年期澳大利亚政府债券(ACGB)下调4个基点至4.62%。澳元/美元下跌0.2%,报0.7150。 -- 瑞士4月消费者价格指数同比上涨0.6%,高于3月的0.3%,核心消费者价格指数回落至0.3%,其中商品价格指数上涨0.5个百分点至-0.2%,服务价格指数上涨0.2个百分点至1.1%。 -- 货币动态:英镑(GBP)预期工党在英国地方选举中将遭遇“惨败”,干预措施令日元(JPY)空头措手不及。 -- 下周展望:美国非农就业数据、ISM服务业数据、贸易收支、密歇根大学学生情绪指数。瑞典央行预测维持利率不变。墨西哥央行预测降息25个基点,波兰和捷克预测维持利率不变。韩国、墨西哥、捷克、瑞典和匈牙利的消费者价格指数(CPI)数据即将公布。 日经指数收盘,欧洲斯托克50指数期货下跌0.3%,欧元10年期利率合约下跌2.5个基点至3.10%,布伦特原油下跌0.7%至每桶113.6美元,黄金上涨0.6%至每盎司4537美元。

Related Articles

Mining & Metals

Troilus Mining Upsizes Debt Financing Mandate for up to US$1.2 Billion

Troilus Mining (TLG.TO) increased its previously announced debt financing mandate from up to US$1.0 billion to up to US$1.2 billion.The upsizing reflects "continued strong lender support and advancing progress toward a fully funded construction package for the Troilus copper-gold project, located in north-central Quebec, Canada," it said.The financing is being led by a syndicate of leading global financial institutions, including Societe Generale, KfW IPEX-Bank, and Export Development Canada, and is expected to form the cornerstone of the project's overall financing structure, the company added.Shares of the company closed down 1.2% to $1.59 on Monday on the Toronto Stock Exchange.

$TLG.TO
Australia

IPG Photonics' Q1 Adjusted Earnings Decline, Revenue Increases; Q2 Outlook Issued; Shares Drop Pre-Bell

IPG Photonics (IPGP) reported Q1 adjusted earnings Tuesday of $0.29 per diluted share, down from $0.31 a year earlier.An analyst polled by FactSet expected $0.31.Revenue for the quarter ended March 31 was $265.5 million, compared with $227.8 million a year earlier.An analyst polled by FactSet expected $265.5 million.The company expects Q2 adjusted EPS of $0.25 to $0.55 and $260 million to $290 million in revenue. Analysts polled by FactSet expect $0.44 in adjusted EPS on revenue of $275.7 million.Separately, IPG Photonics said it agreed on a global settlement with TRUMPF Laser- und Systemtechnik to resolve and close their patent dispute. No other details were disclosed.Shares of IPG Photonics were down more than 17% premarket Tuesday.Price: $100.60, Change: $-21.73, Percent Change: -17.76%

$IPGP
Research

Research Alert: Idexx Posts Solid Q1 Fueled By Innovation And Strong Cag Group Performance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IDEXX posted strong Q1 results with EPS of $3.47 (+17% Y/Y), beating expectations by $0.06, while revenue reached $1.141B (+14% Y/Y), $30M above consensus. CAG Diagnostics recurring revenue grew 14% Y/Y to $920M, demonstrating resilient demand for core diagnostic solutions. Operating margin expanded 10 bps to 31.8%, supported by strong recurring revenue gains and operational productivity initiatives. International markets showed particular strength with CAG revenue growing 22.7% compared to 11% domestically, highlighting successful global expansion efforts, in our view. The 12% expansion in the global premium instrument installed base and 20% growth in VetLab consumables underscore continued innovation adoption. Management raised the full-year 2026 guidance, reflecting confidence in the business trajectory, in our view: IDXX sees 2026 sales in the range of $4.675B-4.760B vs. prior $4.632B-$4.720B, representing +8.6%-10.6% Y/Y growth and EPS of $14.45-$14.90 vs. prior $14.29-$14.80, reflecting +11%-14% Y/Y.

$IDXX