木 (Lumber) 加自选

加拿大将钢铁产品的关税订单水平从2024年产量的100%降至50%。加拿大将非自由贸易协定国家钢铁产品的关税配额从2024年产量的100%降至50%——声明

Canada to lower tariff order levels from 100% to 50% of 2024 volumes for steel products.Canada to lower tariff-rate quota levels from 100% to 50% of 2024 volumes for steel products from non-free trade agreement countries – statement

加拿大6月房屋开工量为283.7K，而预期为259K。这不是一个影响市场的发布，绝对不是市场或加拿大央行 目前正集中精力。在昨天的加拿大CPI之后，价格进一步下跌，到年底再次降息的可能性现在不到50%。

Canada June housing starts 283.7K vs 259K expected.This is not a market moving release and definitely not something the market or the BoC is focused on right now. After yesterday's Canadian CPI, the pricing shrinked further and another rate cut by year-end has now less than 50% chance of happening.

新西兰基准标准普尔/NZX 50指数周三上涨0.5%，收于12755点，标志着连续第二个交易日上涨。投资者权衡了印尼和美国之间的新贸易协定，以及美国消费者通胀飙升，导致投资者降低了对美联储降息的预期。在企业新闻中，新西兰的ikeGPS宣布启动一项200万澳元（约合220万新西兰元）的股票购买计划，并可自行决定接受超额认购。该公司的股价最初上涨了2%，达到2023年2月以来的最高水平，随后放弃涨幅，当天收盘持平。在大盘股中，Infratil（3.5%）、Spark NZ（1.9%）、斐雪派克（1.5%）和Mainfreight（2.3%）的涨幅显著。

New Zealand's benchmark S&P/NZX 50 index rose 0.5% to close at 12,755 on Wednesday, marking its second straight session of gains. Investors weighed the new trade agreement between Indonesia and the US, alongside a spike in US consumer inflation that led investors to scale back expectations for rate cuts by the Federal Reserve. In corporate news, New Zealand’s ikeGPS has announced the opening of a A$2 million (approximately NZ$2.2m) share purchase plan, with the option to accept oversubscriptions at its discretion. The company’s shares initially climbed as much as 2% to reach their highest level since February 2023, before giving up gains to close flat on the day. Among large-cap stocks, notable gains were seen from Infratil (3.5%), Spark NZ (1.9%), Fisher & Paykel (1.5%), and Mainfreight (2.3%).

加元反弹，交易员关注粘性核心通胀。交易员对加拿大整体CPI不屑一顾，并锁定了粘性核心通胀，导致加元走高，降息可能性降低。

Canadian Dollar Rebounds as Traders Focus on Sticky Core Inflation.Traders shrugged off Canada's headline CPI and locked in on sticky core inflation, sending CAD higher and rate cut odds lower.