加元/港币 (CADHKD) 加自选

周一，标准普尔/多伦多证交所综合指数上涨0.2%，收于26569点，中东紧张局势缓解，伊朗-以色列战线缓和的希望再次燃起，使投资者能够重新关注阿尔伯塔省的七国集团峰会和即将到来的美联储政策决定。在Meta和Palantir等全球同行的帮助下，信息技术股领涨，推动该行业上涨1.3%，而金融股也表现出色，上涨0.7%，权重股加拿大皇家银行、布鲁克菲尔德银行、蒙特利尔银行和丰业银行各上涨约1%。庞巴迪公司宣布与法国赛峰集团建立国防技术合作伙伴关系后，股价上涨2.4%。在经济数据方面，加拿大抵押贷款和住房公司报告称，5月份房屋开工的六个月趋势持平，为243407套，MLS记录的房屋销售比4月份增长了3.6%，这是自去年11月以来的首次增长，突显了国内需求的稳定。能源股下跌，因有报道称伊朗恢复谈判，油价下跌。

The S&P/TSX Composite Index climbed 0.2% to close at 26,569 on Monday, as easing Middle East tensions and renewed hopes of de-escalation at the Iran–Israel front allowed investors to refocus on the G7 summit in Alberta and looming Fed policy decisions. Information-technology names led the advance, helped by global peers such as Meta and Palantir, lifting the sector 1.3%, while financials also outperformed, up 0.7%, with heavyweights RBC, Brookfield, BMO and Scotiabank each gaining around 1%. Bombardier jumped 2.4% after announcing a defence-technology partnership with France’s Safran. On the economic data front, Canada Mortgage and Housing Corporation reported May’s six-month trend in housing starts was flat at 243,407 units, and MLS-recorded home sales rose 3.6% from April, the first uptick since last November, underscoring steady domestic demand. Energy shares lagged as oil prices slipped on reports of resumed Iran talks.

随着加元进一步走低，加元再次创下八个月新高。加元（CAD）发现自己在新的交易周开始时进一步走高，兑美元（USD）上涨了约0.1%。市场对以色列和伊朗之间仍在加剧的中东冲突的广泛担忧仍在加剧，投资者希望这种情况在未来几天和几周内得到缓和。

Canadian Dollar finds yet another eight-month peak as Greenback recedes further.The Canadian Dollar (CAD) found itself getting bolstered even further into the high end to kick off the new trading week, climbing around one-sixth of one percent against the waylaid US Dollar (USD). Broad-market concerns about the still-climbing Middle East conflict acceleration between Israel and Iran are still cooking, as are investor hopes that the scenario will be tempered in the days and weeks to come.

加拿大10年期政府债券收益率攀升至3.4%左右，创下五个月新高，这得益于对加拿大央行更为鹰派的预期和持续的地缘政治紧张局势。在国内，核心通胀数据一直顽固地保持在加拿大央行2%的目标之上，4月份零售额意外增长1.2%，强化了政策将保持限制性的观点，促使投资者要求更高的定期保费。渥太华巨大的长期融资需求导致基准债券发行量激增，而养老基金等传统买家则转向国外更高的收益率。从外部来看，在强劲的美国经济数据、新的贸易紧张局势和持续的地缘政治不确定性的推动下，全球利率的广泛上升已经影响了加拿大的收益率，使借贷成本徘徊在几个月的峰值附近。

The yield on the Canadian 10-year government bond climbed to around 3.4%, a five-month high, supported by more hawkish expectations for the Bank of Canada and ongoing geopolitical tensions. At home, core inflation readings have stubbornly held above the Bank of Canada’s 2% target, and an unexpected 1.2% jump in April retail sales reinforced the view that policy will stay restrictive, prompting investors to demand higher term premia. Ottawa’s hefty long-term financing needs have swollen benchmark issuance just as traditional buyers such as pension funds rotate toward richer yields abroad. Externally, a broad upswing in global interest rates, fueled by strong US economic data, renewed trade tensions, and ongoing geopolitical uncertainty, has fed through to Canadian yields, leaving borrowing costs anchored near multi-month peaks.

6月，加元兑美元汇率升至1.35，为8个多月来的最高点，因为在以色列和伊朗持续的敌对行动中，美元普遍抛售，原油价格飙升。尽管国际社会呼吁缓和局势，但交易员在监测连续的导弹交换和霍尔木兹海峡供应中断的幽灵的同时，减少了风险头寸，导致美元下跌。油价上涨直接提振了加拿大的能源出口收入，为加元提供了坚实的支撑。投资者还关注七国集团峰会，以协调从中东和乌克兰到贸易摩擦等全球热点问题的行动，以及一周繁忙的央行决策。与此同时，加拿大央行的前景仍取决于数据。

The Canadian dollar strengthened toward 1.35 per USD in June, its strongest in over eight months, as a broad-based US dollar sell-off coincided with crude oil surging amid ongoing Israel-Iran hostilities. The US dollar dropped as traders dialed back risk-off positioning while monitoring successive missile exchanges and the specter of supply disruptions through the Strait of Hormuz despite international calls for de-escalation. Higher oil prices have directly boosted Canada’s energy export revenues, firmly underpinning the loonie. Investors are also focusing on the G7 summit for coordinated action on global flashpoints, from the Middle East and Ukraine to trade frictions, and a busy week of central-bank decisions. Meanwhile, the Bank of Canada’s outlook remains data-dependent.