-- ブルームバーグがまとめた調査によると、個人所得は2月の0.1%減に続き、3月は0.3%増加すると予測されている。 3月の個人所得と消費に関する報告書は、木曜日の午前8時30分（米国東部時間）に発表される予定だ。 賃金・給与は、この主要指標をやや下支えする要因と見られている。民間非農業部門雇用者数は、2月の12万9000人減の後、3月は18万6000人増加した。しかし、平均週労働時間は34.3時間から34.2時間に減少し、総労働時間指数は同月に0.2%低下した。時給は3月に0.2%上昇した。 消費については、自動車、ガス、建築資材、飲食サービスを除く、商品PCEの算出に使用されるコントロールグループ小売売上高は、前月の0.6%増に続き、3月は0.8%増加した。 アナリストは、個人消費が2月の0.5%増に続き、3月は0.9%増になると予想している。インフレ調整後の実質個人消費支出（PCE）は、0.1%増に続き、0.3%増と見込まれている。 PCE価格は、2月の0.4%増に続き、3月は0.7%上昇すると予測されている。コア価格は、2月の0.4%増に続き、0.3%上昇すると見込まれている。 アナリストは、PCE価格の前年同月比上昇率が2月の2.8%から3.5%へと急加速すると予想しており、コアPCE価格も2月の3.0%から3.2%に上昇すると見込んでいる。
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Mining & Metals
Bausch Health Q1 Adjusted Earnings, Revenue, Advance, Beating Estimates
Bausch Health (BHC.TO) up 3.6% in after-hours New York trade, after the company on Wednesday said its first-quarter adjusted earnings and revenue both rose, beating estimates.Adjusted net income, which excludes most one-time items, rose to US$296 million, or US$0.78 per share, from US$220 million, or US$0.59, in the prior-year period. Analysts polled by FactSet had expected US$0.67 per share.Consolidated revenue jumped 12% to US$2.52 billion, beating the US$2.4 billion FactSet forecast.Bausch Health maintained its fiscal 2026 revenue guidance of US$5.25 billion to US$5.4 billion and adjusted EBITDA of US$2.875 billion to US$2.95 billion, both excluding Bausch + Lomb."Our first quarter performance marks twelve consecutive periods of year-over-year growth in revenue, adjusted EBITDA for Bausch Health excluding Bausch + Lomb, reflecting strategic execution and disciplined accountability across our organization. We continue to invest in our pipeline, including the advancement of larsucosterol to treat alcohol-associated hepatitis, while pursuing business development opportunities aligned with our strategic priorities. With this momentum, we reaffirm our full-year 2026 outlook and remain focused on driving sustainable performance and shareholder value," said chief executive Thomas Appio.Bausch Health shares were last seen up US$0.20, to US$5.79 in after-hours trade. They closed down $0.11 to $7.66 on the Toronto Stock Exchange.
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Research
Research Alert: CFRA Raises Opinion On Shares Of Penske Automotive Group To Hold From Sell
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $25 to $170, based on a 2027 P/E of 11.8x, a premium to the stock's 10-year forward P/E of 9.8x. We lower our EPS estimates to $13.40 from $13.85 for 2026 and to $14.35 from $15.00 for 2027. However, we are raising our price target and our rating to Hold from Sell. This morning, PAG posted Q1 adjusted EPS of $3.05 vs. $3.59 (-15%), ahead of the $2.88 consensus. The beat was driven by a stronger-than-expected top line, as revenue fell 1.1% to $7.86B ($150M ahead of consensus) and gross margin contracted 10 bps to 16.5% (10 bps short of consensus). While we continue to view the stock's valuation as full and prefer other names in the auto dealership space, currency has provided a significant earnings tailwind for PAG given its significant international exposure, allowing it to exceed Street expectations. Additionally, the company continues to return cash to shareholders in the form of buybacks and dividends, helping support EPS amid demand-related headwinds.
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Mining & Metals
Earnings Flash (CS.TO) Capstone 2026 Production Guidance of 200,000-230,000 Tonnes Copper and C1 Cash Costs Guidance of US$2.45-$2.75 Per Payable Pound Unchanged
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