加元/日元 (CADJPY) 加自选

日元预测：在联邦公开市场委员会之前，美元/日元跟踪风险，而不是利率。美元/日元的交易更像是一种风险代理，而不是避风港，它追踪比特币和股票，而忽略了美联储的信号。由于鲍威尔可能不会多说，请关注美国数据和下一步行动的情绪。

Japanese Yen Forecast: USD/JPY tracks risk, not rates, ahead of FOMC.USD/JPY is trading more like a risk proxy than a haven, tracking bitcoin and equities while ignoring Fed signals. With Powell likely to say little, watch U.S. data and sentiment for the next move.

贸易和就业数据显示加拿大经济对关税的反应。我们预计，加拿大3月份的贸易平衡将恢复顺差，4月份劳动力市场将裁员更多，这是加拿大经济如何随着美国关税的开始而发展的早期迹象。

Trade and Employment Data to Show How Canadian Economy Reacted to Tariffs.We expect Canada's trade balance swung back to a surplus in March and the labour market shed more jobs in April as early signs of how the Canadian economy evolved with the onset of U.S. tariffs.

标准普尔/多伦多证交所综合指数周五上涨0.8%，收于25000点以上，标志着连续第四周上涨，因为美中贸易紧张局势的缓解和强于预期的美国就业报告提振了投资者情绪。工业板块走强领涨。在北京表示愿意恢复贸易谈判后，乐观情绪有所增长，前提是美国降低关税，缓解对长期贸易摩擦的担忧。在企业方面，麦格纳国际（-5.6%）未达到盈利预期，调整后的第一季度每股收益为0.78美元，并宣布为应对美国关税而削减成本。相比之下，庞巴迪（+4.1%）公布了乐观的业绩，第一季度收入增长19%，达到15亿美元，这得益于飞机交付量的增加和服务业务的增长。该公司还恢复了全年的指导方针，预计2025年的收入将超过92.5亿美元。

The S&P/TSX Composite Index rose over 0.8% on Friday to close above the 25,000 level, marking its fourth straight weekly gain, as easing US-China trade tensions and a stronger-than-expected US jobs report lifted investor sentiment. The rally was led by strength in the industrial sector. Optimism grew after Beijing signaled a willingness to resume trade talks, contingent on the US scaling back tariffs, easing concerns over prolonged trade frictions. On the corporate front, Magna International (-5.6%) missed earnings expectations with adjusted first-quarter EPS of $0.78 and announced cost-cutting efforts in response to US tariffs. In contrast, Bombardier (+4.1%) delivered upbeat results, with a 19% jump in first-quarter revenue to $1.5 billion, driven by increased aircraft deliveries and growth in its services business. The company also reinstated its full-year guidance, projecting 2025 revenue to surpass $9.25 billion.

尽管非农就业报告强劲，美元仍有所回落：欧元/美元、英镑/美元、美元/加元、美元/日元分析。今天，美国国债收益率的上升并没有为美元提供任何支撑。

U.S. Dollar Retreats Despite Strong Non Farm Payrolls Report: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.Rising Treasury yields did not provide any support to the American currency today.