-- （更新價格。） 週一早盤，由於美元走強，金價下跌。此前，伊朗週五短暫開放後又關閉霍爾木茲海峽，導致市場對伊朗戰爭結束的希望破滅，油價和美元因對通膨和利率上升的擔憂而走強。 5月交割的黃金期貨價格下跌51.80美元，至每盎司4,827.80美元。 週五，伊朗短暫重新開放霍爾木茲海峽，該海峽是波斯灣國家供應的全球20%石油需求的咽喉要道，此後金價上漲。然而，由於美國拒絕解除對伊朗港口的封鎖，伊朗隨後再次拒絕允許船隻通過該水道。 美國將派遣談判代表前往巴基斯坦進行和平談判。儘管伊朗尚未確認是否會參與談判，但據《華爾街日報》報道，伊朗已告知巴基斯坦，將派遣談判小組參加談判。美伊兩國之間的停火協議將於明天到期，美國總統川普再次威脅稱，除非達成協議，否則將攻擊伊朗的民用基礎設施。 霍爾木茲海峽的關閉造成了有史以來最大的能源供應衝擊，推高了原油、汽油和柴油的現貨價格，並導致航空燃油普遍短缺，加劇了通貨膨脹，並引發了人們對各國央行可能需要提高利率以應對的擔憂。 盛寶銀行在一份致客戶的報告中寫道：「最近的疲軟是由美元走強和對能源價格引發的通膨擔憂加劇所致。黃金和白銀等許多大宗商品仍然對中東局勢的發展高度敏感，因為中東局勢的發展會對美元、債券收益率和美國利率預期產生連鎖反應。」 美元走弱，ICE美元指數最新下跌0.2點至98.07。美國公債殖利率走高，兩年期美國公債殖利率最新報3.725%，上漲1.3個基點；十年期美國公債殖利率上漲0.4個百分點至4.255%。
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Commodities
US Natural Gas Update: Prices Maintain Weather-related Gains in After-Hours Trade
US natural gas futures managed to keep some of the day's advances in after-hours trading on Monday, supported by colder weather forecasts and marking a fourth straight session of gains.Both the front-month Henry Hub contract and the continuous contract edged up 0.07% to $2.676 per million British thermal units.The front-month contract traded between $2.672 and $2.746 on Monday.Weather-driven demand expectations firmed after forecasts turned cooler. Weather Group projected below-average temperatures across the western US from Apr. 25-29 and in the eastern half of the country from Apr. 30 to May 4, according to Barchart. Energy Buyers Guide also pointed to a broadly cooler-than-normal pattern over the next two weeks, though it noted the anomalies are more likely to limit early-season cooling demand than significantly extend heating needs.On the supply side, US gas production averaged 109.1 billion cubic feet per day, up 2% year over year, Barchart reported, citing BNEF data. Demand was estimated at 72.8 Bcf/d, an increase of 13.2% from a year earlier, while LNG feedgas flows were pegged at 20.3 Bcf/d, up 3.8% from the prior week.Analysts at Gelber & Associates said geopolitical uncertainty, particularly around the Middle East and shipping risks through the Strait of Hormuz, has contributed to volatility in global gas markets, intermittently supporting Henry Hub prices despite weak underlying fundamentals."Still, the move higher is starting from a depressed base," the firm said, adding that the market continues to view gains as tactical rather than the beginning of a sustained rally, with the $3/MMBtu level remaining a key resistance point.
Treasury
Silvercorp Metals Secures US$220 Million Syndicated Loan From Global Banks
Silvercorp Metals (SVM.TO) after trade Monday said it secured a three-year loan agreement with a group of international banks.The total loan amounts to RMB1.5 billion (about US$220 million), with total bank commitments reaching RMB2 billion, which is double the company's original target. The loan will mature three years after the funds are first drawn, according to the statement.Silvercorp added that the loan will be repaid in RMB using dividends from its operations in China. The funds will be used for general corporate purposes, including working capital and improving financial flexibility."This landmark financing complements the company's robust cash reserves, consistent operating cash flow, and established financing platform, reinforcing the financial foundation to deliver on its long-term strategic growth objectives across a global mining portfolio - including growth opportunities in Kyrgyzstan and Ecuador," the company said.Silvercorp shares closed down $0.61 to $16.96 on the Toronto Stock Exchange.
$SVM$SVM.TO
Equities
Warrior Met Coal Keeps Quarterly Dividend at $0.08 per Share, Payable May 7 to Holders of Record May 1
$HCC