标普/多伦多证券交易所综合指数周四徘徊在21720点的平线上方，受能源和科技板块上涨的提振，投资者分析了加拿大银行行长蒂夫·麦克勒姆的最新证词。石油巨头支撑了能源行业，Cenovus、Suncor和Imperial Oil的涨幅超过0.5%，而Shopify 0.6%的涨幅提振了科技行业。此外，汤森路透股价在强劲的季度报告超出预期后飙升，涨幅超过3%。另一方面，金价拖累了主要矿商的股价，给该指数带来压力，巴里克黄金、惠顿贵金属和弗兰科内华达分别下跌超过1.1%。与此同时，加拿大银行行长蒂夫·麦克勒姆在即将到来的6月会议上提出了降息的希望，他表示，自1月以来的通胀数据增强了他对价格压力持续缓解的信心，从而使货币当局能够缓解借贷条件。

The S&P/TSX Composite index hovered above the flatline at the 21,720 level on Thursday, lifted by gains in the energy and tech sectors, while investors analyzed Bank of Canada Governor Tiff Macklem's latest testimony. Oil giants supported the energy sector, with Cenovus, Suncor, and Imperial Oil rising over 0.5%, while Shopify's 0.6% increase lifted the tech sector. Additionally, shares of Thomson Reuters surged after a strong quarterly report beat estimates, resulting in gains of upwards of 3%. On the other hand, gold prices dragged down key miners' shares, putting pressure on the index, with Barrick Gold, Wheaton Precious, and Franco-Nevada each losing more than 1.1%. Meanwhile, Bank of Canada Governor Tiff Macklem raised hopes of rate reductions in the upcoming June meeting, stating that the inflation data since January has increased his confidence that price pressures are consistently easing, thus allowing the monetary authority to ease borrowing conditions.

继2月份增长1.2%后，2024年3月美国制成品的新订单较上月增长1.6%，达到5845亿美元，符合预期。耐用品行业的新订单增长了2.6%，其中运输设备（7.8%）、金属制品（0.2%）以及计算机和电子产品（0.7%）的订单增长。与此同时，非耐用品行业的订单增长了0.6%。不包括运输业，工厂订单增长0.5%。

New orders for US manufactured goods rose by 1.6% from the previous month to $584.5 billion in March of 2024, following a 1.2% increase in February, in line with expectations. New orders expanded by 2.6% for durable goods industries, lifted by transportation equipment (7.8%), fabricated metal products (0.2%) and computers and electronic products (0.7%). In the meantime, orders in non-durable goods industries rose by 0.6%. Excluding transportation, factory orders rose by a softer 0.5%.

随着市场继续评估美联储货币政策的前景，美国10年期国债收益率抹去了早期的跌幅，达到4.65%。新数据显示，第一季度劳动力成本的增长速度远超预期，与本周的就业成本更新一致，突显了人们对高工资增长引发的潜在通胀的担忧。此外，失业申请人数出人意料地保持在两个月来的最低水平，以维持美国劳动力市场的强劲势头。这一结果与美联储的警告一致，即今年通胀没有以预期速度放缓，这可能需要长期的限制性货币政策。尽管如此，鲍威尔主席指出，在目前的背景下，目前的政策仍然具有足够的限制性，并补充说，不太可能再次加息。此外，央行宣布，从6月开始，美国国债的销售速度将放缓350亿美元，降至250亿美元。

The yield on the US 10-year Treasury yield erased its early decline and reached the 4.65% mark as markets continued to assess the outlook of the Federal Reserve’s monetary policy. New data showed that labor costs accelerated much more than expected in the first quarter, aligned with this week’s employment costs update, to underscore concerns of underlying inflation stemming from high wage growth. Also, unemployment claims unexpectedly held at a two-month low to sustain strength in the US labor market. The results aligned with the Fed’s warning that inflation has not slowed at the expected pace this year, likely warranting a prolonged period of restrictive monetary policy. Still, Chairman Powell noted that current policy is still sufficiently restrictive for the current backdrop, adding that another rate hike is unlikely. Additionally, the central bank announced that the pace of Treasury instrument selling will slow by $35 billion per month to $25 billion starting in June.

美国股指周四上涨，标准普尔500指数和纳斯达克指数上涨约0.4%，道琼斯指数上涨超过100点，这得益于美联储保证加息不在政策制定者对抗通胀的计划中，尽管这表明借贷成本将在更长时间内保持在创纪录水平。目前，市场显示，11月而不是9月首次降息的可能性更大。现在，人们的注意力转移到定于周五发布的关键NFP报告上，以进一步了解政策轨迹。在企业新闻中，高通公司在预测季度销售额和调整后利润高于预期后飙升5%，Carvana公司飙升37%，预计本季度零售额和核心利润将意外增长。米高梅国际度假酒店公布的业绩超过了第一季度的预测，而DoorDash预计第二季度的核心利润低于预期，Etsy第一季度的销售额和利润也低于预期。

US stock indexes rose on Thursday, with the S&P 500 and the Nasdaq up around 0.4% and the Dow Jones rising more than 100 points buoyed by the Federal Reserve's reassurances that a rate hike was not in policymakers' plans to combat inflation, although it signaled that borrowing costs would remain at record levels for a longer duration. Currently, markets indicate a greater probability of the first rate cut occurring in November, instead of September. Attention now shifts to the key NFP report scheduled for Friday for further insights into the policy trajectory. In corporate news, Qualcomm surged by 5% after forecasting quarterly sales and adjusted profit above expectations, and Carvana soared by 37% as it anticipated a surprise rise in current-quarter retail sales and core profit. MGM Resorts International reported results that exceeded Q1 forecasts, while DoorDash projected Q2 core profit below estimates, and Etsy's Q1 sales and profit also fell short of expectations.