美元/以色列新锡克尔 (USDILS) 加自选

2024年3月，美国批发库存环比下降0.4%，与预先估计的一致，此前一个月下调了0.2%。非耐用品库存下降1.1%，此前下降0.5%，主要是农产品（-2.3%）。此外，耐用品库存在上月增长0.7%后，3月份下降了0.1%。今年3月，批发库存同比下降2.3%，而最初的数据为下降2.1%。

US wholesale inventories decreased by 0.4% month-over-month in March 2024, matching the advance estimate estimate and following a downwardly revised 0.2% rise in the prior month. Nondurables stocks saw a decrease of 1.1%, following a previous fall of 0.5%, mainly on account of farm products (-2.3%). Additionally, inventories of durable goods fell by 0.1% in March, after a 0.7% increase in the prior month. Yearly, wholesale inventories shrank by 2.3% in March, compared to an initial reading of a 2.1% drop.

周三，标准普尔/多伦多证券交易所综合指数下跌1%，至22070点以下，原因是科技巨头的盈利不佳，以及大宗商品敞口公司的大幅下跌。Shopify股价下跌超过18%，此前第一财季意外亏损每股0.21美元，低于普遍预期的0.09美元利润。第一财季的财务亏损归因于Shopify物流业务的出售以及出售产生的相关费用。科技板块紧随这家科技巨头之后，平均涨幅接近6%。此外，对大宗商品敏感的股票，如Ovintiv、Ivanhoe Mines、Teck Resources和Cameco，分别下跌3.4%、2.5%、2.7%和1.8%。

The S&P/TSX Composite index fell 1% to below the 22,070 mark on Wednesday due to poor earnings for tech giants and a broad decline for companies with exposure to commodities. Shopify stock fell more than 18% after reporting a surprise loss for fiscal first quarter of $0.21 per share, worse than consensus expectation of $0.09 profit. Financial loss in fiscal Q1 attributed to sale of Shopify's logistics business and related fees incurred on the sale. The tech sector followed the tech giant with an average of nearly 6%. Additionally, commodity-sensitive stocks like Ovintiv, Ivanhoe Mines, Teck Resources and Cameco saw declines of 3.4%, 2.5%, 2.7%, and 1.8%, respectively.

美国股市周三走低，在近期上涨后稍作喘息，标准普尔500指数下跌0.4%，道琼斯指数下跌30点，纳斯达克指数下跌0.6%。交易员继续评估企业业绩和美联储的政策前景，此前几位央行官员的评论不一。房地产和非必需消费品是表现最差的行业。在企业方面，优步股价下跌近9%，原因是该公司未能实现盈利。尽管业绩强劲，永利度假村仍下跌近1%。另一方面，Lyft公司在收入飙升后飙升约6%。与此同时，包括微软（-0.2%）、苹果（-0.1%）、英伟达（-0.3%）、亚马逊（-0.6%）和Alphabet（-1.1%）在内的大型股也下跌。此外，特斯拉股价下跌约3.5%，此前路透社报道称，美国检察官正在调查特斯拉是否在其电动汽车的自动驾驶能力方面误导投资者和消费者，从而犯下证券或电信欺诈罪。

US stocks moved lower on Wednesday, taking a breather after recent gains, with the S&P 500 falling 0.4%, the Dow Jones losing 30 points and the Nasdaq declining 0.6%. Traders continue to assess corporate results and the Fed's policy outlook, after mixed comments from several central bank officials. Real estate and consumer discretionary were the worst performing sectors. On the corporate front, shares of Uber sank almost 9% after the company missed on earnings. Wynn Resorts lost nearly 1% despite posting strong results. On the other hand, Lyft Inc soared about 6% after a revenue beat. Meanwhile, megacap stocks including Microsoft (-0.2%), Apple (-0.1%), Nvidia (-0.3%), Amazon (-0.6%) and Alphabet (-1.1%) were also lower. In addition, Tesla declined about 3.5% after Reuters reported that U.S. prosecutors are examining whether Tesla committed securities or wire fraud by misleading investors and consumers about its electric vehicles’ self-driving capabilities.

加元兑美元汇率跌至1.37加元以上，为4月30日以来的最低水平，因为在美联储官员的鹰派言论中，美元反弹，抵消了强劲的国内商业信心。明尼阿波利斯联储主席尼尔·卡什卡利建议，央行将保持利率，直到出现明显的反通胀迹象，如果通胀加速，他也不排除加息的可能性。与此同时，加拿大商业信心在4月份达到两年来的最高点63，超过58.1的预期，标志着连续第九个月加息，这表明私营部门的情绪具有弹性，因此加拿大银行降息的论点有所缓和。该数据挑战了国内制造业的悲观迹象，4月份的采购经理人指数显示12个月的收缩，低于50.2的预期扩张。此外，2月份经济仅增长0.2%，预计3月份将停滞不前。

The Canadian dollar weakened to over 1.37 per USD, the lowest since April 30th, as the US dollar rebounded amid hawkish remarks from Fed officials, offsetting strong domestic business confidence. Minneapolis Fed President Neel Kashkari suggested that the central bank would hold rates until clear signs of disinflation emerge, and he didn’t rule out a hike if inflation accelerates. Meanwhile, arguments for a Bank of Canada interest rate cut moderated after Canadian business confidence reached a two-year high of 63 in April, surpassing expectations of 58.1 and marking the ninth consecutive monthly increase, signaling resilient private sector sentiment. The data challenged pessimistic signs for domestic manufacturing, with April’s PMI pointing to twelve months of contractionary, below the expected expansion at 50.2. Additionally, the economy grew only 0.2% in February and is expected to have stagnated in March.