-- 加拿大央行将于美国东部时间周三上午9:45发布政策声明。 麦格理首席经济学家大卫·多伊尔表示，其基本预期是维持利率不变，隔夜利率可能维持在2.25%。 多伊尔指出，鉴于当前高度不确定性，前瞻性指引应保持“模糊”。 他指出，近期油价飙升可能会加剧人们对通胀的担忧。尽管如此，2026年迄今为止的基本消费者价格指数数据显示通胀有所缓和，表明近期不太可能出现加息信号。 虽然加拿大央行可能不会在本次会议上发出加息信号，但麦格理仍然认为下一步政策举措将是加息。 多伊尔认为，加息应该会在今年晚些时候，在劳动力市场改善和通胀高于目标水平的背景下进行。
Related Articles
International
April Richmond Fed Manufacturing Index 3 Vs. Expected 1 Print, Prior 0
Australia
Sportradar Names Sameer Deen COO
Sportradar (SRAD) said Tuesday it has appointed Sameer Deen as chief operating officer, starting May 18.Deen was most recently the chief commercial officer and president at Entain, an international sports betting and gaming entertainment company, Sportradar said.Price: $12.80, Change: $-1.14, Percent Change: -8.18%
$SRAD
Research
Research Alert: Strong Execution, Softer Outlook: Record Margins Amid Mixed Signals
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Itron's Q1 2026 results beat consensus with revenue of $587M (vs. $572M estimate) despite a 3% decline and non-GAAP EPS of $1.49 (vs. $1.24 estimate), though down $0.03 Y/Y. Record adjusted gross margin expanded 490 bps to 40.7%, fueled by strong execution and projects ahead of schedule. We view these results as validating the business mix evolution, with Outcomes growing 22% to $96M and service revenues surging 30% across all segments, while the new Resiliency Solutions segment contributed $16M. Q2 guidance of $560M-$570M revenue and $1.25-$1.35 EPS came well below consensus of $606M/$1.46, requiring management clarity on project timing explanations. We believe the declining backlog (down 6% to $4.4B) coupled with Networked Solutions revenue declines represent a worrisome double headwind worth monitoring. However, our long-term thesis remains intact as we see the revenue shift toward AI-powered grid analytics as positive, supported by robust $79M free cash flow and accelerating demand in the Outcomes segment.
$ITRI