-- 蒙特利爾銀行(BMO)在周四公佈數據後表示,加拿大經濟延續了年初的良好開局,2月份國內生產總值(GDP)環比增長0.2%,符合預期。 製造業、運輸/倉儲業和批發貿易表現強勁,季增0.9%。然而,該行指出,20個行業中只有8個行業在當月實現成長,這顯示儘管整體數據表現良好,但加拿大經濟仍在苦苦掙扎。 3月份GDP初值顯示,當月經濟活動與上月持平,但第一季GDP初值年化成長率為1.7%,略高於BMO和加拿大央行1.5%的預期。 “不幸的是”,3月份的平穩增長為第二季度的過渡帶來了更大的挑戰,因此,除非加拿大在4月份取得強勁增長,否則BMO預計GDP增速將有所放緩。 該行補充說,儘管貿易不確定性的陰雲持續籠罩,但加拿大經濟仍在「勉強支撐」。加拿大現在還面臨能源價格上漲帶來的額外衝擊。 加拿大統計局指出,3月零售活動受到拖累,因此似乎已出現一些早期影響。 總而言之,根據蒙特利爾銀行(BMO)的說法,這些因素不會對加拿大央行產生重大影響,經濟成長基本上符合預期。政策制定者正在密切關注能源價格及其對核心通膨的潛在傳導效應。
Related Articles
Research Alert: CFRA Keeps Buy Opinion On Shares Of Firstenergy Corp.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
Sector Update: Consumer
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
Market Chatter: FDA Panel Votes Against Benefits of AstraZeneca's Breast Cancer Drug
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%