Financial Wire

加拿大豐業銀行稱,隨著中東緊張局勢再次升級,風險偏好「突然下降」。

-- 加拿大豐業銀行副總裁兼資本市場經濟主管德里克·霍爾特(Derek Holt)週一在其「每日要點」報告中指出,新一周伊始,市場風險偏好「大幅上升」。 霍爾特指出,原油價格上漲5%-6%,而美國股指期貨下跌約0.5%,歐洲股指期貨的跌幅約為美國股指期貨的兩倍。 他還指出,除加幣和挪威克朗外,美元兌大多數主要貨幣略有走強。同時,各地區和各期限的國債殖利率上漲約2至6個基點,其中歐洲公債表現遜於美國公債。 關於地緣政治,霍爾特表示,美國總統唐納德·川普週五似乎「嚴重誇大」了與伊朗達成協議的進展。 除此之外,他還補充道,隔夜期間受日曆因素影響的風險非常小。德國3月生產者物價指數飆漲(季增2.5%,市場預期為1.4%)。中國將1年期和5年期貸款市場報價利率(LPR)分別維持在3%和3.5%不變,這並不令人意外。

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Cosmos Health Completes Phase 1 Execution of Liv18 Ahead of Schedule

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Lithium Americas Faces Key Year at Thacker Pass, Wedbush Says

Lithium Americas (LAC) is facing a defining execution year at Thacker Pass, which has evolved from a mining development project into a national security asset, Wedbush Securities said in a Monday note."We see FY26 as a key year for the Thacker Pass buildout with the favorable geopolitical backdrop for domestic lithium production," the report said.The note said construction momentum is building at the project and is fully funded through first production. It said Thacker Pass is underpinned among others by the world's largest known measured lithium resource, a $2.23 billion Department of Energy loan, and a GM joint venture with a 20-year offtake deal.Wedbush kept its neutral rating and $8 price target, saying that execution risk remains the primary overhang.Price: $5.06, Change: $+0.22, Percent Change: +4.44%

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