加拿大家庭财富可能增长，而美国通胀预计将上升。周四公布的第二季度国民资产负债表账户数据应显示，加拿大家庭净资产小幅上涨，股市反弹在加拿大数据发布的平静一周提振了金融资产价值。

Canadian Household Wealth Likely Grew While U.S. Inflation Expected to Rise.National balance sheet accounts data for Q2 on Thursday should show Canadian household net worth edged higher with a rebound in equity markets boosting financial asset values in a quiet week for Canadian data releases.

周五，标准普尔/多伦多证交所综合指数上涨0.5%，收于创纪录的29051点，连续第八次创下历史新高，并将本周的表现提升至1.7%，因为市场对北美市场流动性增加的预期，此前就业数据显示，8月份意外减少了约65500个职位，失业率跃升至7.1%，这增强了人们对加拿大银行放松政策的希望。主要矿业股Agnico Eagle（2.5%）、Wheaton Precious Metals（1.7%）、Barrick mining（4.5%）和Franco Nevada（2.2%）领涨，金价因美联储多次降息的预期而上涨，并降低了持有非收益金属的机会成本。Celestica表现优异，上涨9.9%，创下新高。尾盘，美国原油库存意外增加，欧佩克+供应谈判重新开始，对能源股造成压力，油价下跌，削弱了多伦多证交所的涨势。

The S&P/TSX Composite rose 0.5% to close at a record high 29,051 on Friday, extending its streak toward an eighth consecutive all-time high and lifting the week’s performance to 1.7% as market expectations for increased liquidity in North American markets followed jobs data showing an unexpected loss of about 65,500 positions in August and a jump in the unemployment rate to 7.1% which bolstered hopes for Bank of Canada easing. Gains were broad-based with major mining equities Agnico Eagle (2.5%), Wheaton Precious Metals (1.7%), Barrick Mining (4.5%) and Franco-Nevada (2.2%) leading the way as bullion rallied on expectations for multiple Fed cuts and lowered the opportunity cost of holding non yielding metals. Celestica outperformed, rising 9.9% and hitting fresh highs. The TSX’s advance was tempered late in the session by falls in oil after a surprise US crude stock build and renewed OPEC+ supply talk which weighed on energy names.

加拿大Ivey采购经理人指数从7月份的一年高点55.8降至2025年8月的50.1，低于市场预期的53.1。最新数据显示，经济活动几乎停滞不前，就业指数（46比7月的51.2）和供应商交付量（47比50）均陷入收缩区间。与此同时，库存指数从48.5微升至49.5，表明下降速度较慢，而价格指数从68.5降至65.1，表明通胀压力有所缓解。

The Ivey Purchasing Managers Index in Canada eased to 50.1 in August 2025, from a one-year high of 55.8 in July and below market expectations of 53.1. The latest reading suggested that economic activity has nearly stalled, with both the employment index (46 vs 51.2 in July) and supplier deliveries (47 vs 50) slipping into contraction territory. Meanwhile, the inventories index edged up to 49.5 from 48.5, signaling a slower pace of decline, while the price index fell to 65.1 from 68.5, pointing to easing inflationary pressures.

8月份，加拿大艾维采购经理人指数.s.a为50.1，低于预期（53.1）。8月份，加拿大艾维采购经理人指数.s.a为50.1，低于预期（53.1）

Canada Ivey Purchasing Managers Index s.a registered at 50.1, below expectations (53.1) in August.Canada Ivey Purchasing Managers Index s.a registered at 50.1, below expectations (53.1) in August