🇨🇦 Morning Update | 29.04.2025
🗳️ Canada Elections
Mark Carney’s Liberal Party wins but falls short of a majority, securing 164 seats against 147 for the Conservatives. Carney will form a minority government as Canada faces a trade war with the USA and suspended BoC rate cuts.
(Provisional results as of 02:15 EDT)
📉 Markets Pull Back
After last week's rally, indices eased slightly:
S&P 500: +0.1% ➡️ 5,528.75
Nasdaq Composite: -0.1% ➡️ 17,366.13
💻 Mega-Cap Tech Earnings
This week: Microsoft, Apple, Amazon, and Meta report results — companies with over $20 trillion combined market cap. Key test for corporate resilience amid trade tensions.
⚠️ U.S.-China Trade Talks
Conflicting signals: Treasury Secretary Scott Bessent urges Beijing to take the first step, contradicting Trump's earlier claims of "ongoing discussions."
💸 Foreign Investment Fades
Deutsche Bank notes a sharp slowdown in inflows into U.S. bonds and stocks post-tariffs, challenging the dollar’s strength.
📈 Market Outlook
Morgan Stanley: S&P 500 expected between 5,000–5,500
JPMorgan: S&P 500 forecasted between 5,200–5,800
⛽ Energy Sector
Brent: $64.78 (-1.6%)
WTI: $61.98 (-1.6%)
NATGAS: +6% surge due to high demand
💰 Commodities & Crypto
Gold: $3,320.29 (+0.9%)
Bitcoin: $94,276.49 (-0.5%)
Ether: $1,799.50 (-2.2%)
免責事項：本記事で述べられている見解は著者の見解のみであり、Followmeの公式見解を反映するものではありません。Followmeは、提供された情報の正確性、完全性、信頼性について一切責任を負いません。また、書面で明示的に記載されている場合を除き、本記事の内容に基づいて行われたいかなる行動についても責任を負いません。
