FINWIRES · TerminalLIVE
FINWIRES

美元周一早盘下跌;本周关注焦点:美联储公开市场委员会会议、第一季度GDP、个人收入和支出

By

-- 周一早盘,美元兑主要贸易伙伴走低。本周市场关注的焦点是联邦公开市场委员会(FOMC)的政策会议、第一季度GDP初步数据以及3月份的个人收入、支出和物价数据。 周一的数据较为清淡,仅有达拉斯联邦储备银行公布4月份制造业指数。 周二的数据较为密集,重点是4月份的消费者信心数据以及各地区的制造业和服务业数据。 周三的FOMC会议是关键事件。根据芝加哥商品交易所(CME)的Fed Watch工具显示,FOMC会议维持当前3.50%至3.75%的目标区间不变的可能性为100%。在会议声明发布之前,3月份的耐用品订单、新屋开工和预估贸易数据也将公布。 周四的重点数据包括第一季度GDP初步数据、第一季度就业成本指数、3月份的个人收入、支出和物价数据以及每周初请失业金人数。 标普全球和ISM将于周五公布4月份制造业数据。 周一外汇市场动态简报: 欧元/美元汇率从周五美股收盘时的1.1720升至1.1741,周五早盘同一时间段的汇率为1.1718。周一没有欧元区数据公布,但欧洲央行政策委员会成员伊莎贝尔·施纳贝尔将于美东时间下午1:30发表讲话。欧洲央行下次会议定于周四举行,预计目标利率将保持不变。 英镑/美元汇率从周五美股收盘时的1.3533升至1.3556,周五早盘同一时间段的汇率为1.3497。英国工业联合会(CBI)的数据显示,英国4月份零售业状况进一步恶化。英国央行下次会议定于周四举行,预计目标利率将保持不变。 美元/日元汇率从周五美股收盘时的159.3982和周五早盘同一时间的159.4161跌至159.1431。根据隔夜公布的数据,日本2月份领先指标涨幅超出预期,而同步指数则有所下降。日本央行将于美东时间周一晚间10:30后发布政策声明。预计政策利率将保持不变。 美元/加元汇率从周五美股收盘时的1.3667和周五早盘同一时间的1.3680跌至1.3612。周一没有加拿大经济数据公布。加拿大央行下次会议定于周三举行,预计目标利率将保持不变。

Related Articles

Australia

Microsoft's Amended Agreement With OpenAI a 'Net Positive,' Wedbush Says

Microsoft's (MSFT) amended agreement with OpenAI is a "net positive" as the company locks in a six-year intellectual property control over OpenAI's technology and maintains a significant share of OpenAI, Wedbush Securities said in a note Monday.The agreement represents an important moment for Microsoft as it looks to develop tech independence from OpenAI, while building its Copilot assistant and leveraging AI models from Anthropic in its 365 tools, the brokerage said.Under the new deal, Microsoft will continue to hold a license to OpenAI technology through 2032, although the license is no longer exclusive, according to the note. Microsoft will no longer pay a revenue share to OpenAI while revenue share payments from OpenAI to Microsoft will continue through 2030 at the same percentage, subject to a total cap, Wedbush said.The amended agreement also puts OpenAI on a "strong path forward" amid its upcoming initial public offering, giving it a clearer opportunity in the cloud environment while reducing barriers from its original partnership with Microsoft, the brokerage said.Wedbush maintained its outperform rating on Microsoft with a $575 price target.Price: $422.15, Change: $-2.45, Percent Change: -0.58%

$MSFT
Mining & Metals

MediPharm Labs Says "Welcomes" Implementation of U.S. Final Order Cannabis Rescheduling

MediPharm Labs (LABS.TO) "welcomes" the implementation of the U.S. final order rescheduling certain cannabis products from Schedule I to Schedule III of the Controlled Substances Act, it said Monday.The order, which took effect April 22, recognizes the medical use of cannabis and is anticipated to materially reduce barriers to U.S. clinical research and pharmaceutical development, the company noted."The order is expected to accelerate U.S. research by enabling access to standardized medical-grade cannabis from registered suppliers," said the company in a statement. "For MediPharm Labs, this could mean an expanded pipeline of U.S. researchers and pharmaceutical companies advancing clinical trials and evaluating compliant active pharmaceutical ingredient ("API") suppliers."The order also "creates a clearer regulatory pathway" for FDA-approved drug products containing cannabis, which is directly aligned with MediPharm Labs pharmaceutical manufacturing strategy, it said.Shares of the company were last seen up $0.01 to $0.07 on the Toronto Stock Exchange.Price: $0.08, Change: $+0.01, Percent Change: +15.38%

$LABS.TO
Commodities

EU Sees Stable Gas Supply, Monitors Oil Markets Amid Hormuz Risks

European Union officials said gas storage remains near targets with 80% seen as sufficient for winter, while oil markets face risks from Hormuz disruptions, the European Commission said Friday.Experts from the European Commission, EU countries, and the International Energy Agency met to assess supply security as the Middle East conflict entered its third month.The Gas Coordination Group said supply conditions remain stable, with storage levels only slightly below pre-crisis averages despite ongoing geopolitical tensions.Officials said reaching 80% storage by the end of summer would adequately secure winter demand, according to the commission.EU countries are balancing storage refilling with economic considerations and have not introduced additional interventions so far, it said.Countries can activate regulatory flexibility in a timely manner if they fail to meet storage targets under EU legislation, officials said.The Oil Coordination Group is implementing actions under the April 22 AccelerateEU plan and introducing a Fuel Observatory to track supply, stocks, imports, and exports, the Commission said.Energy ministers mandated the European Commission at the extraordinary Transport, Telecommunications and Energy Council meeting on March 31 to collect national data on stocks and market conditions.The European Commission is using the collected data to build an EU-wide regional assessment of supply conditions and market developments, it said.Current data shows jet fuel supplies can meet demand, but a prolonged Strait of Hormuz closure could disrupt markets in the coming weeks and months, the Commission added.The European Commission will use the collected data to guide coordinated EU actions, including potential stock releases already committed under the IEA's collective response framework, it said.The European Commission will keep assessing impacts, coordinate actions, and stay in close contact with EU countries, the IEA, and market participants, the Commission added.