加拿大1个月期国债 (Canada1M) 加自选

周二，标准普尔/多伦多证券交易所综合指数上涨0.64%，收于22011点，反映出随着对中东全面冲突的担忧减弱，以及美国经济数据显示放缓迹象，更广泛的国际风险情绪。科技板块领涨，Shopify、笛卡尔和Celestica分别上涨4.45%、2.37%和1.44%。在美国PMI结果低于预期后，石油需求前景增加，这提高了美联储降息的预期，使能源行业平均增长0.48%。相反，主要矿业公司艾芬豪矿业、泸定矿业和第一量子分别下跌4.68%、3.48%和2.7%，拖累该指数。

The S&P/TSX Composite index climbed 0.64% to close at 22,011 on Tuesday, reflecting the broader international risk sentiment as concerns over a full-scale conflict in the Middle East diminished, while US economic data indicated signs of slowing. The tech sector led the gains, with Shopify, Descartes, and Celestica posting increases of 4.45%, 2.37%, and 1.44%, respectively. Increased prospects of oil demand following slower-than-expected PMI results in the US, which raised expectations of Fed rate cuts, boosted the energy sector by an average of 0.48%. Conversely, major miners Ivanhoe Mines, Luding Mining, and First Quantum weighed down the index with losses of 4.68%, 3.48%, and 2.7%, respectively.

加元兑美元汇率在4月突破1.37，从4月16日观察到的五个月低点1.382反弹，因为中东紧张局势缓解后避险情绪消退，而疲软的美国数据减少了对美元的支持。在国内，3月份加拿大工业品价格上涨0.8%，符合预期，略低于上月上调的1.1%。此外，3月份新房价格保持不变，与预测的0.1%的稳定水平相反，NHPI同比下降0.4%。与此同时，在伊朗保证不对以色列采取报复行动后，避险需求减弱，美元下跌，美国制造业和服务业放缓提高了对降息的预期。现在关注周四的美国GDP数据和周五的美联储PCE价格指数报告，以获得更多见解。

The Canadian dollar strengthened past 1.37 per USD in April, rebounding from a five-month low of 1.382 per USD observed on April 16th as risk-off sentiments subsided following eased Middle Eastern tensions and lackluster US data reduced support for the US dollar. Domestically, Canadian industrial produce prices rose 0.8% in March, matching expectations and slightly lower than the previous month's upwardly revised 1.1%. Additionally, new house prices remained unchanged in March, contrary to the forecasted steady hold at 0.1%, with year-on-year NHPI decreasing by 0.4%. Meanwhile, the US dollar retreated as safe-haven demand faded after Iran assured no retaliatory action against Israel, and slowing US manufacturing and services sectors raised expectations for interest rate cuts. Eyes are now on US GDP data Thursday and the Fed's PCE price index report Friday for more insights.

周二，标准普尔/多伦多证券交易所综合指数上涨0.3%，高于21930点，反映了随着对中东全面冲突的担忧消退，更广泛的国际风险情绪。然而，对大宗商品敏感的股票拖累该指数，限制了涨幅。科技板块领涨，Celestica、Descartes和Shopify分别上涨2.9%、1.81%和1.5%。虽然中东紧张局势的缓解是积极的，但大宗商品价格下跌，影响了材料和能源行业与大宗商品挂钩的主要股票，加拿大天然气公司和第一量子公司各下跌超过1%。

The S&P/TSX Composite index rose by 0.3% to above the 21,930 level on Tuesday, mirroring the broader international risk sentiment as concerns over a full-scale conflict in the Middle East faded. However, commodity-sensitive equities weighed on the index, limiting the rise. The tech sector led the gains, with Celestica, Descartes, and Shopify posting increases of 2.9%, 1.81%, and 1.5%, respectively. While the easing tensions in the Middle East were positive, commodity prices retreated, affecting major commodity-linked equities in the materials and energy sectors, with Canadian Natural and First Quantum each losing more than 1%.

周一，标准普尔/多伦多证券交易所综合指数上涨0.3%，收于21872点，反映了国际投资者的情绪，对中东局势进一步升级的担忧有所缓解。尽管石油基准有所下降，但能源板块为该指数提供了支撑，平均上涨0.4%，森科尔领涨1.04%。此外，主要贷款机构交易积极，加拿大皇家银行（Royal Bank of Canada）股价上涨1%。相反，黄金价格从最近的历史高点大幅回落，导致主要矿业公司下跌，如巴里克黄金公司，下跌4.33%，其次是阿格尼科鹰公司，下跌2.87%，惠顿贵金属公司下跌2.47%。与此同时，投资者继续分析最近的经济数据，以了解中国央行未来的货币政策，3月份的生产者价格通胀率达到预期，环比上涨0.8%。

The S&P/TSX Composite index rose by 0.3% to close at 21,872 on Monday, reflecting international investor sentiment, bolstered by eased concerns over further escalation in the Middle East. Despite a drop in oil benchmarks, the energy sector provided support to the index with an average gain of 0.4%, led by Suncor rising 1.04%. Additionally, major lenders traded positively, with the mega-cap Royal Bank of Canada gaining 1%. Conversely, bullion prices experienced a significant retreat from recent record highs, leading to declines in major mining companies such as Barrick Gold, which lost 4.33%, followed by Agnico Eagle with a decrease of 2.87%, and Wheaton Precious Metals down 2.47%. Meanwhile, investors continued to analyze recent economic data for insights into future monetary policy by the BoC, with March’s producer price inflation meeting expectations by rising 0.8% month-on-month.