欧元/加元 (EURCAD) 加自选

美联储将维持利率，因为加拿大零售销售在关税下显示出弹性。人们普遍预计，美联储将在周三再次放弃降息。自2024年下半年将联邦基金利率下调100个基点后，央行自12月以来一直处于暂停状态。

U.S. Fed to Holds Rates as Canada's Retail Sales Show Resilience amid Tariffs.The U.S. Federal Reserve is widely expected to forego an interest rate cut again on Wednesday. The central bank has been on pause since December after cutting the fed funds rate by 100 basis points in the second half of 2024.

周五，标准普尔/多伦多证交所综合指数下跌0.4%，收于26504点，从周四的历史高点回落，原因是以色列-伊朗紧张局势升级，促使投资者转向避险资产。此前，伊朗对以色列袭击其核设施和导弹设施进行了报复，据报道发射了100多枚导弹，引发了人们对更广泛冲突的担忧，并推动了黄金和原油价格的上涨。原油价格飙升7%，提振了加拿大自然资源（+2.7%）、森科尔（+4.3%）和帝国石油（+3.4%）等能源股。由于地缘政治风险加剧，金价也上涨了1%，提振了Agnico Eagle（+1.9%）和Barrick Gold（+2.8%）。尽管周五有所下跌，但该指数连续第三周上涨，上涨0.6%，这得益于对即将召开的七国集团峰会前可能达成的加拿大-美国贸易协议的乐观情绪。美国财政部长斯科特·贝森特证实，他将与唐纳德·特朗普总统一起出席在加拿大举行的峰会，并会见马克·卡尼总理。

The S&P/TSX Composite Index fell 0.4% to close at 26,504 on Friday, pulling back from Thursday’s record high as escalating Israel-Iran tensions drove a shift toward safe-haven assets. The decline followed Iran’s retaliation for Israel’s strikes on its nuclear and missile facilities, with over 100 missiles reportedly launched, stoking fears of a broader conflict and fueling gains in gold and crude oil prices. Crude surged 7%, lifting energy stocks such as Canadian Natural Resources (+2.7%), Suncor (+4.3%), and Imperial Oil (+3.4%). Gold prices also rose 1% amid heightened geopolitical risk, boosting Agnico Eagle (+1.9%) and Barrick Gold (+2.8%). Despite Friday’s dip, the index notched its third consecutive weekly gain, rising 0.6%, supported by optimism over a potential Canada-US trade deal ahead of the upcoming G7 summit. US Treasury Secretary Scott Bessent confirmed he will attend the summit in Canada alongside President Donald Trump and meet with Prime Minister Mark Carney.

法国马克龙：伊朗对该地区的不稳定负有重大责任。法国总统马克龙：伊朗对该地区的不稳定负有重大责任。我们不能生活在一个伊朗拥有核武器的世界里。

France's Macron: Iran carries heavy responsibility the destabilization of the region.France's Macron: Iran carries heavy responsibility in the destabilization of the region. We cannot live in a world where Iran has nuclear weapons.

周五，法兰克福DAX指数暴跌1.1%，至23516点，创下一个月新低，本周下跌3.2%，中东紧张局势升级扰乱了全球市场。抛售是由以色列对伊朗的空袭浪潮推动的，这些空袭针对的是核基础设施和军事资产，据报道，两名伊朗高级指挥官丧生。作为报复，伊朗发动了无人机袭击，并据报道退出了与美国的核谈判计划，加剧了人们对持续升级和更广泛地区冲突的担忧。在企业方面，亏损范围广泛，阿迪达斯（-2.8%）、保时捷（-2.5%）和SAP（-2.5%。另一方面，莱茵金属（2.7%）、RWE（1%）和戴姆勒卡车控股（0.7%）涨幅最大。

Frankfurt's DAX plunged 1.1% to 23,516 on Friday, hitting a month-low low and booking a 3.2% fall for the week, as escalating Middle East tensions rattled global markets. The sell-off was driven by Israel’s wave of airstrikes on Iran, targeting nuclear infrastructure and military assets, reportedly killing two top Iranian commanders. In retaliation, Iran launched drone attacks and reportedly pulled out of planned nuclear talks with the US, fueling fears of continued escalation and a broader regional conflict. On the corporate side, losses were broad-based, with Adidas (-2.8%), Porsche (-2.5%), and SAP (-2.5%) among the biggest decliners. On the other hand, Rheinmetall (2.7%), RWE (1%), and Daimler Truck Holding (0.7%) rose the most.