-- 美國天然氣期貨在連續四個交易日上漲後，週二下跌，因為市場預期國內需求將進一步下降，且近期氣溫偏暖。 亨利樞紐天然氣期貨近月合約及連續合約均下跌0.98%，至每百萬英熱單位2.83美元。 據NRG能源公司預測，週二天然氣總需求量預計將下降40億立方英尺，至每日954億立方英尺。該公司認為，需求下降的原因是天氣變暖，氣溫低於平均水平，導致居民和商業需求下降。 液化天然氣出口原料氣量預計也將下降至每日173億立方英尺，遠低於30日移動平均值193.8億立方英尺。 《能源買家指南》也表達了類似的觀點，指出未來兩週，美國東部三分之二的地區氣溫將持續低於正常水平，而西部地區的氣溫預計將高於正常水平，該指南稱，這兩種情況都將導致短期內天然氣需求疲軟。
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Research
Dollarama Upgraded to Buy at Stifel Canada Following Share-Price Dip; Price Target Raised to C$190.00
Stifel Canada on Tuesday upgraded its rating on the shares of Dollarama (DOL.TO) to buy from hold while raising its price target to C$190.00 from C$180.00 following a dip in the company's shares."Dollarama's shares are near a 52-week low, which presents investors with an appealing entry point in our view. We are changing our recommendation to BUY for the following reasons: (1) Valuation has receded from the highs of 39x forward earnings in January 2026 and now at 29.5x, stands below the 2-year average of 33x. (2) Dollarama is likely to gain market share under a potential scenario of significant inflation in the coming year stemming from the conflict in Iran. In order to stretch their dollars further Canadians are likely to shop more at Dollarama. (3) Recent insider buying is reassuring. Both the CFO and CEO recently purchased shares at $174 and $175, respectively, higher levels than currently. Hence, with a more reasonable valuation and potential for Dollarama to gain market share due to inflationary pressures, we change our rating to BUY and increase our target price by $10 to $190," analyst Martin Landry wrote.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $172.75, Change: $+2.26, Percent Change: +1.33%
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Insider Trading
Constellium Se Insider Sold Shares Worth $1,596,000, According to a Recent SEC Filing
Philippe Hoffmann, President of A&T, on May 01, 2026, sold 50,000 shares in Constellium Se (CSTM) for $1,596,000. Following the Form 4 filing with the SEC, Hoffmann has control over a total of 144,153 ordinary shares of the company, with 144,153 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1563411/000156341126000163/xslF345X05/wk-form4_1777995526.xmlPrice: $32.92, Change: $+2.08, Percent Change: +6.74%
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Treasury
BMO on Provincial Bond Returns in Canada
Canadian long provincial returns were positive over the past month, as Government of Canada (GoC) yields were mostly steady, while spreads tightened, said Bank of Montreal (BMO).Long provincial spreads tightened by roughly 8bps through April as the budget season wound down, writes the bank in its "Provincial Credit Watch" note for May.The Bank of Canada remained on hold in April, and the market continues to price in rate hikes later in the year onconcern that high oil prices will lift and broaden core inflation in Canada.From a year ago, long provincials continue to outperform GoCs, although with a "modest" 1.5% total return, stated BMO.All provinces saw spreads tighten through April, with no major standout performers, pointed out the bank. With the budget season now complete, British Columbia continues to trade behind Ontario as its credit rating has deteriorated.Alberta and Saskatchewan tabled budgets just before the Iran conflict lifted oil prices, but the market has tightened those spreads back in line with Ontario, added BMO. Quebec, ahead of an uncertain political cycle this fall, continues to trade behind Ontario.
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