钯 (Palladium) 加自选

标准普尔/多伦多证券交易所综合指数周五上涨0.47%，收于21807点，受能源和金融板块上涨的推动。对全球石油供应可能中断的担忧提振了能源行业，森科尔以1.15%的涨幅领涨。包括道明银行、BMO和加拿大皇家银行在内的主要银行也对该指数的上涨做出了贡献，分别上涨了1.31%、1.11%和0.79%。然而，尽管表现积极，但由于地缘政治紧张局势加剧以及美联储将在更长时间内保持鹰派立场的预期，投资者情绪保持谨慎，TSX指数本周收盘下跌0.42%。

The S&P/TSX Composite index rose by 0.47% to close at 21,807 on Friday, driven by gains in the energy and financial sectors. Concerns over potential disruptions to global oil supply boosted the energy sector, with Suncor leading with a 1.15% increase in shares. Major banks, including TD Bank, BMO, and Royal Bank of Canada, also contributed to the index’s rise with gains of 1.31%, 1.11%, and 0.79%, respectively. However, despite the positive performance, the TSX ended the week with a loss of 0.42% as investor sentiment remained cautious due to heightened geopolitical tensions and expectations that the Federal Reserve will remain hawkish for longer.

标准普尔500指数下跌近0.9%，收于5K点以下，纳斯达克指数周五下跌2%，原因是英伟达和网飞公司因地缘政治紧张局势和持续通货膨胀而陷入困境。网飞股价下跌9%，此前其第二季度营收指引令人失望。英伟达暴跌近10%，成为本周市值最大的输家。包括微软、苹果、亚马逊和Meta在内的其他巨头也表现不佳。特斯拉股价下跌1.9%，连续第六个交易日下跌，原因是对其汽车的新安全担忧。另一方面，道琼斯指数上涨211点，美国运通上涨6.1%，此前盈利和收入超出预期。尽管季度销售额低于预期，宝洁公司仍上涨0.5%。本周，标准普尔500指数下跌3.8%，为近六个月来最糟糕的一周。纳斯达克指数本周收盘下跌6.1%，创下一年来最长连败纪录，道琼斯指数下跌0.9%。

The S&P 500 fell almost 0.9% to below 5K while the Nasdaq slid 2% on Friday, as Nvidia and Netflix dragged along with woes linked to geopolitical tensions and persistent inflation. Netflix sank 9% after its Q2 revenue guidance disappointed. Nvidia tumbled nearly 10% to book the biggest market-cap loser of the week. Other megacaps including Microsoft, Apple, Amazon and Meta also underperformed. Tesla lost 1.9%, a sixth consecutive session of declines, amid new security concerns regarding its vehicles. On the other hand, Dow Jones added 211 points boosted by a 6.1% gain in American Express after earnings and revenue beat expectations. Procter & Gamble gained 0.5% despite its quarterly sales came below forecasts. On the week, the S&P 500 fell 3.8%, its worst week in almost six months. The Nasdaq ended the week 6.1% lower to mark its longest losing streak over a year and the Dow Jones lost 0.9%.

在美国，所有人的目光都将集中在第一季度的GDP增长率和PCE价格，以及个人收入和支出数据上。此外，投资者将密切关注耐用品订单、标普全球制造业和服务业采购经理人指数以及待决和新房销售。此外，财报季将进入高潮，30多家市值超过1000亿美元的公司将公布财务报告。与此同时，澳大利亚、日本、印度、法国、德国、欧元区和英国的制造业和服务业采购经理人指数将公布。此外，欧元区、韩国、意大利、德国和英国的消费者信心数据也将受到仔细审查。最后，投资者将密切关注：日本、中国和土耳其的利率决定、澳大利亚的通货膨胀日期和韩国的GDP增长率。

In the United States, all eyes will be on Q1 GDP growth rate and PCE prices, alongside personal income and spending figures. Additionally, investors will closely monitor durable goods orders, S&P Global Manufacturing and Services PMI's and pending and new home sales. Also, earnings season will hit a crescendo with over thirty companies boasting market caps exceeding $100 billion set to unveil their financial reports. Meanwhile, manufacturing and services PMI’s will be released for Australia, Japan, India, France, Germany, the Euro Area, and the United Kingdom. Also, consumer confidence data will be scrutinized for the Euro Area, South Korea, Italy, Germany, and the United Kingdom. Finally, investors will closely watch: interest rate decisions in Japan, China, and Turkey interest rates decisions, Australia's inflation date, and South Korea's GDP growth rate.

俄罗斯卢布兑美元汇率升至93，在4月16日跌至近半年低点后弥补了一些损失，这得益于即将到来的月末纳税期，出口商将其收入转换为当地债务。石油和其他主要俄罗斯商品价格的上涨也起到了积极的推动作用，转化为两国人民更高的外汇收入。另一方面，由于俄罗斯中央银行行长纳比乌利纳暗示，CBR的宽松周期可能在2024年下半年开始，因此进一步的反弹受到限制。此前，自2023年7月以来，监管机构已将利率上调850个基点至16%，以对抗通货膨胀并抑制消费者支出。现在，交易员们将把注意力转移到政府对4月底到期的资本管制的决定上。

The Russian ruble strengthened towards 93 per USD, recouping some losses after sinking to a near half-year low on April 16th, helped by the upcoming end-of-month tax period, which sees exporters convert their income to meet local liabilities. Elevated prices for oil and other key Russian commodities have also acted as a positive driver, translating into higher foreign exchange earnings for the cpmanies. On the other hand, further rebound was limited since the head of Central Bank of Russia, Nabiullina hinted that the loosening cycle by the CBR was likely to begin in the seconf half of 2024. Previously, the regulator had hiked its interest rates by 850 bps to 16% since July 2023 in an attempt to combat inflation and dampen consumer spending. Now, traders will shift their focus to the government's decision on capital controls expiring at the end of April.