-- 由於中東和平前景黯淡，多倫多證券交易所午盤下跌27點。 受貴金屬價格下跌的影響，礦業板塊表現最差，下跌0.5%。 醫療保健和能源部門表現最佳，分別上漲2%和0.9%。 經濟方面，市場關注的焦點是3月加拿大消費者物價指數（CPI）的公佈。 加拿大帝國商業銀行（CIBC）指出，3月CPI環比上漲2.4%，其中未經季節性調整的環比漲幅為0.9%（經季節性調整後為0.5%），略低於市場普遍預期（2.6%），但仍較上月的1.8%大幅上漲。 CIBC表示：「大家都知道，由於汽油價格上漲，3月份通膨率飆升，唯一的問題是漲幅究竟有多高？」該銀行補充道：「事實證明，總體通膨率的增幅並未如預期般高，除燃油價格飆升外，核心通膨指標仍未顯示出明顯的通膨壓力。 加拿大皇家銀行（RBC）認為，儘管部分物價組成部分，特別是食品雜貨價格和租金，仍遠高於去年同期水平，但3月份的報告強化了其觀點，即近期油價上漲可能會在短期內推高總體通脹率，但不太可能重新引發更廣泛的通脹壓力。 RBC表示，加拿大央行將密切關注通膨預期，但同時指出，核心物價成長放緩也讓央行有更大的彈性，可以同時關注當前經濟情勢依然疲軟、失業率仍居高不下的情況。 在股票方面，Rupert Resources (RUP.TO) 股價飆升 65%，達到 11.86 美元的歷史新高，此前該公司宣布將被 Agnico Eagle Mines (AEM.TO) 收購，該交易對公司的估值為 29 億美元。
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Sectors
Sector Update: Energy Stocks Mixed Late Afternoon
Energy stocks were mixed late Monday afternoon with the NYSE Energy Sector Index rising 0.2% and the State Street Energy Select Sector SPDR ETF (XLE) shedding 0.1%.The Philadelphia Oil Service Sector Index fell 0.8%, and the Dow Jones US Utilities Index fell 0.6%.West Texas Intermediate crude oil jumped 5.9% to $88.79 a barrel, and global benchmark Brent rose 5.3% to $95.19 a barrel. Henry Hub natural gas futures increased 0.3% to $2.68 per 1 million BTU.In corporate news, Devon Energy (DVN) shares rose 1.3% after Tudor Pickering Holt upgraded the stock to buy from hold with a $63 price target.USA Rare Earth (USAR) agreed to acquire Brazilian rare earths miner Serra Verde in a cash-and-stock deal with an equity value of about $2.8 billion. USA Rare Earth shares jumped 13%.Eni (E) and Repsol reached a deal with the Venezuelan government to begin exporting natural gas from the country's Perla field in the Gulf of Venezuela, shipping the fuel in the form of liquefied natural gas from a floating terminal, Bloomberg reported. Separately, Eni made a gas discovery in the Kutei Basin off the coast of Indonesia. Eni shares rose 0.4%.Sable Offshore (SOC) shares climbed 3.4% after it said capital expenditures across its assets are expected to be around $180 million from April through December.
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US Markets
Most Softline Retailers Poised to Meet or Top Quarterly Earnings Views, UBS Says
Most US softline retailers are expected to report upcoming quarterly earnings either in line or above Wall Street's estimates, while consumer spending could rise notably if the Middle East conflict ends soon, UBS Securities said Monday.A survey conducted by the brokerage during the first two weeks of this month showed that consumer spending intentions remained "good," particularly for apparel and footwear despite headwinds from the US-Israel war with Iran that started at the end of February, UBS analysts, including Jay Sole said in a note to clients."We believe the market is overestimating the negative impact of high oil prices on softline company margins," UBS said. "We see most softline companies either meeting or beating (first-quarter) expectations during this upcoming earnings season."The war, which has impacted several Middle East countries, has sent energy prices soaring amid the closure of the Strait of Hormuz, the world's most important chokepoint for crude flows.US retail gasoline prices averaged $4.042 per gallon Monday, compared with $3.151 a year ago, according to data from AAA, a travel organization that tracks fuel prices in the country."US consumers' view of the economy has been somewhat impacted (month on month) by the Middle East conflict and rising gas prices," the UBS analysts said Monday. "Yet, the data show potential for a strong pop in US consumer spending if the Middle East conflict ends soon and gas prices return to pre-conflict levels. This is a main reason we remain bullish."On Holding (ONON), Deckers Outdoor (DECK), Gildan Activewear (GIL), Burlington Stores (BURL), Levi Strauss (LEVI), Ralph Lauren (RL), and TJX (TJX) are among the softline stocks that UBS said it likes and rates as buy. The brokerage said it likes these stocks over several big names such as Nike (NKE) and Lululemon Athletica (LULU), according to the note."We believe the market is significantly underestimating the potential for (artificial intelligence) to positively impact softline companies' sales and margins," the analysts said.On Saturday, Iran took back control the Strait of Hormuz after temporarily opening the waterway to commercial vessels Friday. The US and Iran have accused each other of violating a two-week ceasefire announced April 7, leaving the situation in the Middle East in limbo.Price: $37.24, Change: $+0.29, Percent Change: +0.78%
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Sectors
Sector Update: Financial Stocks Mixed Late Afternoon
Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasing 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.3%.The Philadelphia Housing Index was rising 0.7%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was climbing 3.3% to $76,265, and the yield for 10-year US Treasuries was slightly higher at 4.25%.In corporate news, Intercontinental Exchange-backed (ICE) predictions site Polymarket is in talks to raise about $400 million at a valuation of roughly $15 billion, including the new proceeds, The Information reported. Intercontinental Exchange shares were down 0.5%.Sila Realty Trust (SILA) agreed to be acquired and taken private by affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila shares jumped 19%, and Blue Owl was up 0.5%.Apollo Global Management (APO) has agreed to invest $1.25 billion in convertible preferred equity in McKesson's (MCK) Medical-Surgical Solutions business, acquiring about a 13% minority stake as part of the unit's planned separation, McKesson said Monday. Apollo shares rose nearly 2%.Blackstone-backed (BX) Jersey Mike's Subs said Monday that it has confidentially filed a draft registration statement with the US Securities and Exchange Commission for a proposed initial public offering. Blackstone shares were decreasing 0.2%.
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