アメリカ EIA天然ガス在庫の変化

アメリカ カンザスFRB複合指数

アメリカ カンザス連銀製造業景況指数

アメリカ 8週間の請求書オークション

The S&P/TSX Composite Index fell nearly 1% to around 36,000 on Thursday as rising oil prices fueled inflation concerns and reinforced expectations for higher-for-longer interest rates. Crude prices climbed amid escalation in the Middle East conflict. Markets are pricing in rate hikes from both the BoC and the US Fed this year, keeping credit-sensitive stocks under pressure amid concerns over energy-driven inflation and higher borrowing costs. Banks fell, with BMO, Scotiabank, CIBC each losing about 1%. Miners posted sharp losses as gold prices fell, with Agnico Eagle, WPM and Barrick each dropping around 4%. Tech stocks also weakened after US megacap earnings failed to impress, reigniting concerns over AI spending. Celestica tumbled more than 7% ahead of its results due Monday, while Shopify shed over 1.5% ahead of its earnings release tomorrow. Elsewhere, Waste Connections jumped nearly 6% after beating profit and revenue estimates and raising its full-year outlook.

TSX Falls on Oil Rally and Interest Rate Hike Bets

Rice increased to 17.50 USD/cwt, the highest since June 2024. Over the past 4 weeks, Rice gained 6.92%, and in the last 12 months, it increased 70.4%.

Rice Hits 27-month High

The dollar index traded little changed around 101.7 on Thursday, hovering near three-week lows as concerns over the sustainability of the AI trade mounted after earnings from several megacap companies failed to impress investors. Meanwhile, geopolitical tensions in the Middle East intensified, with reports suggesting that the US and Israel are preparing further strikes on Iran after the midterm elections. Risk aversion and safe-haven demand dominated markets on Thursday, supporting the Japanese yen and Swiss franc against the US dollar, while the euro was among the weakest-performing major currencies. Meanwhile, the Federal Reserve is set to announce its monetary policy decision next week. Markets are pricing in an approximately 89% probability that the Fed will leave interest rates unchanged, while the odds of a 25bps rate hike in December have risen to around 76%.

Dollar Little Changed at 3-Week Low

The Ibovespa edged lower, hovering near 205,500 on Thursday amid speculation over the presidential race and corporate earnings. On Wednesday, a Quaest poll showed Flávio Bolsonaro’s lead over Lula narrowing to one percentage point, leaving the candidates statistically tied just four days before Sunday’s presidential runoff. Many market participants believe a Flávio administration would be more likely to rein in public spending, although neither the candidate nor his economic advisers have outlined concrete fiscal adjustments. Datafolha is scheduled to release a new presidential voting-intention poll after the market close today. Financial stocks fell, with Itaú down 0.8%, and Bradesco shedding 1% ahead of its earnings due later today. Vale dropped 2% amid falling iron ore prices, with the miner set to report results next week. WEG slipped 0.1% after plunging 7% yesterday on disappointing results. Petrobras (+1%) helped limit losses in the index, supported by a resume in the oil rally.

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最新ニュース

TSX Falls on Oil Rally and Interest Rate Hike Bets

Rice Hits 27-month High

Dollar Little Changed at 3-Week Low

Ibovespa Edges Lower as Election Uncertainty Weighs

近日の事件

アメリカ EIA天然ガス在庫の変化

アメリカカンザスFRB複合指数

アメリカカンザス連銀製造業景況指数

アメリカ 8週間の請求書オークション

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース

TSX Falls on Oil Rally and Interest Rate Hike Bets

Rice Hits 27-month High

Dollar Little Changed at 3-Week Low

Ibovespa Edges Lower as Election Uncertainty Weighs

近日の事件

アメリカ EIA天然ガス在庫の変化

アメリカ カンザスFRB複合指数

アメリカ カンザス連銀製造業景況指数

アメリカ 8週間の請求書オークション

アメリカカンザスFRB複合指数

アメリカカンザス連銀製造業景況指数