-- 週四早盤，美元兌主要貿易夥伴走低，此前市場公佈了一系列經濟數據，其中包括每周初請失業金人數、第一季GDP初步數據、3月份個人收入和支出數據以及第一季就業成本指數，所有這些數據都將於美國東部時間上午8:30公佈。 4月芝加哥採購經理人指數（PMI）將於美國東部時間上午9:45公佈，隨後是每週天然氣庫存數據（美國東部時間上午10:30）以及亞特蘭大聯邦儲備銀行對第二季度GDP預測的初步估計值（預計在中午前後公佈）。 聯邦公開市場委員會（FOMC）在周三的會議上維持了3.50%至3.75%的政策利率目標區間，並對聲明進行了少量修改。但有三位委員反對取消聲明中的寬鬆傾向，此外，聯準會理事史蒂芬·米蘭也反對將目標區間下調25個基點。 週四外匯市場動態簡報： 歐元兌美元從週三美股收盤時的1.1676升至1.1702，但周三早盤一度跌破1.1708。根據隔夜公佈的數據，歐元區4月消費者物價指數（CPI）成長率環比放緩，但年增速加快；歐元區第一季GDP成長速度較快；歐元區3月失業率下降。歐洲央行將於美東時間上午8:15公佈下次會議公告，預計目標利率將維持不變。 英鎊兌美元從週三美股收盤時的1.3477升至1.3514，週三早盤一度跌至1.3508。英國央行週四早晨以8比1的投票結果維持當前目標利率不變，並指出全球不確定性將推高通膨。英國央行下次會議定於6月18日舉行。週四沒有英國經濟數據公佈。 美元/日圓隔夜暴跌至156.51，此前週三美股收盤價為160.3923，週三早盤同一時段為159.8116。市場猜測日本可能幹預外匯市場以支撐日圓。隔夜公佈的數據顯示，日本3月工業生產下降，零售銷售在經歷了上月的下滑後於3月份反彈，而4月份日本家庭信心指數下降。日本央行下次會議定於6月15日至16日舉行。 美元/加幣隔夜跌至1.3663，此前週三美股收盤價為1.3682，週三早盤同一時段為1.3680。加拿大央行在周三的會議聲明中表示，由於地緣政治緊張局勢帶來的不確定性，其維持目標利率不變。加拿大央行下次會議定於6月10日舉行。加拿大2月和3月的GDP數據將於美國東部時間上午8:30公佈。
Related Articles
Commodities
UK Solar Capacity Rises 11.7%, Installations Cross 2 Million Milestone
UK solar installations surged past 27,000 in March, pushing total capacity beyond 2 million systems and annual additions to 2.3 GW, the Department for Energy Security and Net Zero said Thursday.Households across Britain are increasingly adopting solar energy as the government accelerates efforts to cut reliance on volatile fossil fuel markets following geopolitical tensions, the department said.The UK recorded more than 27,000 solar installations in March 2026, marking the highest monthly deployment since 2012 and lifting total installed systems past the 2 million milestone, it added.Solar capacity expanded 11.7% over the year, adding 2.3 GW of domestic renewable generation and strengthening Britain's ability to produce electricity locally, the department said.The government continues to expand solar deployment across residential, educational, and community sectors to lower energy costs and support its clean power strategy, it said.Authorities have approved the Springwell Solar Farm, set to become the largest solar project in UK history, while also advancing plug-in solar panels for household use within months, the department added.The government is also mandating solar panel installation on new homes in England, aiming to scale distributed generation and reduce long-term energy expenses, it said.Solar output exceeded 15 GW for the first time on Britain's electricity grid this month, reflecting accelerating integration of renewables, according to National Energy System Operator data cited by the department.The government is expanding rooftop solar deployment through Great British Energy, supporting installations across 100 schools and colleges this year, the department said.The government is also allocating an additional 100 million euros ($117.3 million) to the Social Housing Fund, targeting up to 57,000 new solar installations for households during the current financial year, it added."This is our clean energy mission in action, helping families manage global energy shocks, cut bills and move Britain away from fossil fuels," Energy Secretary Ed Miliband said.
Research
Research Alert: Arx Maintained Hold Following Shell Acquisition Announcement: Tp Cad33
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain ARX at Hold and increase the target price to CAD33, which is generated from a 5.2x EBITDA multiple applied to our FY 27 EBITDA projection and matches the announced Shell acquisition price. At this time we do not foresee any issues with closing and do not discount the deal price. We adjusted our EPS estimate for FY 26 to CAD3.10 from CAD2.48 and increase FY 27 to CAD2.93 from CAD2.75. Fundamentals in Q1 were strong, with production of 418,522 boe/day, up 12% Y/Y and 16% on a per share basis. FFO increased to CAD967M, or CAD1.70 per share, up 17% per share from Q1 2025, supported by higher volumes and strong natural gas pricing that realized CAD4.51/Mcf.
$ARX
Mining & Metals
Vortex Energy Intends to Advance Next Phase of Technical Work at Robinsons River Salt Project; Shares Down 12%
Vortex Energy (VRTX.CN) shares fell 12% after the company on Thursday said it is moving ahead with technical work at its Robinsons River salt project in Newfoundland.The company hired Lonquist Field Service (Canada) as the primary technical contractor for the work program.The upcoming work program will include the reinterpretation of existing gravity data, a review of previous drilling programs and the integration of all available geological, geophysical, and drilling datasets to develop a comprehensive subsurface model, it said.Shares of the company were last seen down $0.055 at $0.405 on the Canadian Securities Exchange.Price: $0.41, Change: $-0.06, Percent Change: -11.96%
$VRTX.CN