-- 米国の天然ガス先物価格は火曜日、在庫へのガス注入量の増加を背景に、18カ月ぶりの安値付近で推移した。在庫は現在、最近の平均を大幅に上回っている。 ヘンリーハブの期近限月契約と継続限月契約は、いずれも0.62%下落し、100万BTUあたり2.71ドルとなった。 先週、エネルギー情報局(EIA)は、貯蔵量への純注入量が1,030億立方フィートに達したと発表した。これは市場予想の960億立方フィート、昨年の770億立方フィート、そして過去5年間の同時期の平均640億立方フィートを上回る水準だった。 一方、NRGエナジーによると、天然ガス生産量は1日あたり1,065億立方フィートとほぼ横ばいだったが、LNG供給量は先週1日あたり0.50億立方フィート減少した。 パインブルック・エナジー・アドバイザーズによると、住宅用および商業用需要は、夏の最低水準に達する前にまだ減少余地があり、少なくとも短期的には、米国の天然ガス価格の見通しはさらに弱気となる。 しかし、気象予報は強気に転じており、国立気象局によると、米国中部および東部のほとんどの地域で5月5日から5月11日まで平年を下回る気温が見込まれており、市場に新たな勢いを与えている。
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(Updates prices.)Gold traded at a month low midafternoon Tuesday as rising oil prices threaten to boost inflation and raise interest rates, while the dollar and treasury yields moved higher.Gold for June delivery was last seen down US$82.80 to US$4,610.90 per ounce, the lowest since March 30.The drop comes as the Federal Reserve's Federal Open Market Committee begins its two-day meeting that ends with a decision on interest rates. While the committee is widely expected to leave rates unchanged, it comes as oil prices surge with the war on Iran choking off 20% of daily supply from Persian Gulf nations, boosting inflation while stalling global growth."The stagflationary impact of the energy crisis, combined with mounting fiscal debt concerns and an ongoing de-dollarisation trend, remains supportive over the longer term, with these drivers currently being overshadowed by the market's near-term focus on oil-driven inflation," Saxo Bank noted.The dollar roserly, with the ICE dollar index last seen up 0.12 points to 98.62. Treasury yields were also higher, bearish for gold since it pays no interest. The U.S. two-year note was last seen paying 3.85%, up 4.7 basis points, while the yield on the 10-year note was up 1.8 points to 4.363%.
Sector Update: Consumer Stocks Mixed Tuesday Afternoon
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Sanmina (SANM) reported late Monday fiscal Q2 adjusted earnings and revenue above market expectations, with sales more than doubling.Shares climbed 13% as intraday trading volume jumped to over 2.20 million from a daily average of about 779,000.Kforce (KFRC) reported late Monday better-than-expected Q1 results, with its Q2 guidance for earnings and revenue also exceeding market expectations.Shares surged 45%, with intraday trading volume of over 945,000 against a daily average of roughly 282,000.Axogen (AXGN) shares jumped 7% after the company reported Tuesday a swing to Q1 adjusted EPS from a a loss a year earlier following a surge in revenue.More than 1.75 million shares traded intraday, compared with a daily average of about 1.03 million.Price: $212.30, Change: $+24.22, Percent Change: +12.88%