-- 美國股市投資人將關注中東日益加劇的地緣政治風險，同時密切關注第一季財報和零售銷售數據。 * 據多家媒體報道，美國海軍在阿曼灣扣押了一艘伊朗貨船後，伊朗誓言進行報復，此舉危及原定於本週在巴基斯坦舉行的第二輪談判，該談判旨在為德黑蘭尋求持久和平的解決方案。 * 根據美國有線電視新聞網（CNN）報道，美國副總統萬斯和多位高級官員原計劃前往伊斯蘭堡，但伊朗外交部堅稱沒有會談計劃。美伊雙方互相指責對方違反的停火協議將於週三到期。 * 先前，由於市場樂觀認為伊朗和平協議無需延長為期兩週的停火協議即可達成，標普500指數、納斯達克綜合指數和道瓊工業平均指數期貨在上週五創下新高。但周一早盤，由於擔心中東戰爭升級，這些指數期貨大幅下跌。 * 西德州中質原油期貨價格飆漲7.2%，至每桶89.92美元；布蘭特原油期貨價格在盤前交易上漲6.3%，至每桶96.10美元。受原油價格高企可能對通膨造成的影響，黃金期貨價格下跌1.5%，至每盎司4,808.8美元；白銀期貨價格下跌3%，至每盎司79.37美元。同樣，多數美國公債殖利率上升，其中10年期公債殖利率上漲2.2個基點至4.27%，2年期公債殖利率上漲3.5個基點至3.74%。 * 本週季財報的焦點將是特斯拉（TSLA）以及一些科技公司，例如英特爾（INTC）、IBM（IBM）、Lam Research（LRCX）、德州儀器（TXN）和SAP（SAP）。預計本週將公佈財報的其他大型公司包括美國運通 (AXP)、通用電氣Vernova (GEV)、波音 (BA) 和聯合健康 (UNH)。 * 在美國宏觀經濟數據方面，投資人將關注零售銷售、標普全球製造業和服務業採購經理人指數 (PMI)、ADP就業人數變化、首次申請失業救濟人數以及密西根州消費者信心指數的最終數據，同時也將關注密西根州未來一年和五年的通膨預期。
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Treasury
Canada's April CPI Will Jump to Around 3% Y/Y After March's Surge, Says CIBC
Everyone knew that Canada's inflation would jump in March due to higher gasoline prices, but the only question remaining was how high would it jump, said CIBC after Monday's consumer price index data.The 2.4% year-over-year headline reading, driven by a 0.9% non-seasonally adjusted (NSA) month-over-month increase (0.5% after seasonal adjustment), was actually slightly below the consensus expectation (2.6%), although still a sharp acceleration from 1.8% year over year in the prior month, noted the bank."Of course" higher gasoline prices were the primary driver of the acceleration in inflation, with only limited sign of pass-through to other areas yet, said CIBC. Indeed, if anything, core inflation was tamer than expected in March, with four measures (CPI-Trim, Median, CPI-X and excluding food/energy) averaging 0.1% month over month and 1.4% on a three-month annualized basis, it added, while noting telephone services saw a big decline on the month, which had a strong downward impact on the CPI-X and ex food/energy measures of core inflation.Looking forward, CIBC said a further rise in gasoline prices will see headline inflation jump to around 3% next month, before hopefully easing back slightly in May, partly due to the temporary suspension of the federal fuel excise tax (worth about -0.2% percentage point to headline inflation for May).Pass-through from higher energy prices into core measures of inflation may become more evident closer to the summer months, particularly as higher air fares are picked up more fully, but slack within the Canadian economy should prevent those measures from reaccelerating too much, enabling the Bank of Canada to remain on the sidelines through 2026, it added.
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Asia
Huitongda Network Completes Hong Kong-Listed Share Full Conversion
Huitongda Network (HKG:9878) completed the conversion of 349.7 million domestic shares into Hong Kong-listed shares on Monday, according to a same-day Hong Kong bourse filing.The listing of the converted shares on the Hong Kong bourse will begin at 9:00 am on Tuesday, April 21.The logistics company now has 94.21% Hong Kong-listed shares and 5.79% domestic shares.
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Mining & Metals
Erdene Resource's Bayan Khundii Mine Records 94% of Target Production Throughput in Q1
Erdene Resource Development (ERD.TO) said Monday that the Bayan Khundii gold mine in Mongolia achieved 94% of the target production throughput during the first quarter.The mine achieved commercial production in the first quarter, processing 151,000 tonnes of ore for an average of 1,675 tonnes per day.Bayan Khundii also recorded an average throughput of nearly 90% of nameplate capacity while gold recovery averaged over 96%, exceeding projections in the most recent feasibility study.To date, the mine has produced 15,961 ounces of gold, Erdene said.Erdene Mongol, Erdene Resource's joint venture with Mongolian Mining, generated gross revenues of US$42 million during the quarter after it recorded sales of 8,527 ounces of gold and 3,135 ounces of silver. Average prices stood at $4,872/oz of gold and $80/oz of silver.
$ERD.TO