🇨🇦 Morning Update ...来自NORDFX Global

29 Apr 2025, 15:18 · 阅读量 98

🇨🇦 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%)

风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。

暂无评论。来发表第一条观点吧。

加入交易社区

发现顶级交易策略

跟随专业交易者

即时复制交易

全球1M+交易者

文章相关

NORDFX Global

评分 4.0

更多内容

🪙 NordFX | Crypto News of the Week: Unlock ≠ Sell 📅 14-21 October 2026 🔓 Token unlocks were back in focus this week. Starknet's published schedule released about 127.1M STRK on 15 October, while roughly 92.6M ARB became available under Arbitrum's vesting schedule on 16 October. ⚠️ But here's the important part: unlocked does not mean sold. 📊 A vesting schedule tells you when previously restricted tokens become available and who receives them. It cannot tell you whether investors, team members or contributors will hold, stake, transfer or sell them. 💡 That's why a token unlock can increase potential circulating supply without creating the same amount of immediate selling pressure. Exchange flows, liquidity and holder behaviour matter too. ₿ Bitcoin had another volatile week, trading largely around the low-$80,000s. Then US spot Bitcoin ETFs recorded $526.6M in net inflows on 19 October, their strongest daily result in nearly a month. 🏛️ Crypto regulation was busy in Washington. The comment period on US Treasury rules implementing parts of the GENIUS Act closed on 19 October, while comments on the SEC's proposed Regulation Crypto Assets framework were due on 20 October. ⚡ And today is a major date for Solana. The Alpenglow consensus upgrade is scheduled to activate on mainnet on 21 October, targeting finality of roughly 150 milliseconds, versus about 12.8 seconds previously. 👀 Fun fact: 150 milliseconds is roughly in blink-of-an-eye territory. Blockchain finality may soon be measured in the time it takes you to blink. 🧠 NordFX takeaway: An unlock calendar tells you when the door opens - not whether anyone walks through it. Watch vesting + exchange flows + liquidity + holder behaviour, rather than treating every unlock as an automatic sell signal. #NordFX #CryptoNews #Bitcoin #TokenUnlocks #Solana #Arbitrum #Starknet #Crypto

NORDFX Global

📊 NordFX | Revenue Is Up. But Did the Company Actually Sell More? A company reports +5.6% revenue growth. Great news? Maybe. 👀 PepsiCo's latest Q3 results show why headline numbers can mislead: 📈 Net revenue: +5.6% 📦 Organic revenue: +3.1% 💱 FX translation: +0.7 percentage points 🏢 Acquisitions/divestitures: +1.7 points In other words, part of the reported growth came from currency movements and corporate transactions, not simply from selling more products. And FX can work in either direction. Accenture's FY2026 revenue grew 6% in US dollars but 5% in local currency. 🌍 This matters even more now. The dollar recently hit an 18-month high, while political and fiscal turbulence in Europe is adding volatility to major currencies. So when earnings headlines say "Revenue +X%", look deeper. 🔍 Reported growth ≠ underlying sales growth. 💡 Check organic and constant-currency figures before judging how fast the business is really growing. 👉 Explore global markets with NordFX: https://my.nordfx.com/en/regis...

NORDFX Global

📰 NordFX Morning Update – October 14, 2026 🌍 Geopolitics and Oil Houthi attacks on Saudi Arabia and tanker incidents in Hormuz keep supply risks high. Brent is holding above $106 and WTI is near $95. 🛢️ 🇺🇸 Wall Street Mixed bank earnings and a chip sell-off left US stocks flat to lower. 📉 Dow 51,670 (–0.35%) 📉 S&P 500 7,805 (–0.02%) 📉 Nasdaq 27,204 (–0.15%) Chip stocks fell sharply, with the Philadelphia Semiconductor Index down 2.7%. 🌏 Asian Markets Asia is stabilizing after Tuesday’s AI and chip rout, led by a tech rebound in Tokyo and Seoul. 🇯🇵 Nikkei 225: up 0.4%, near 68,000 🇰🇷 Kospi: up about 1–2% after Tuesday’s 5.5% drop 🇭🇰 Hang Seng: flat, near 24,330 🇨🇳 Shanghai Composite: flat, near 3,800 🇨🇳 China’s September data was mixed: Exports +36.3% y/y (forecast +25.5%) Imports +31% CPI 0.9% (below the 1% forecast) PPI 5.0% (forecast 4.5%), the fastest pace since June 2022 🇸🇬 The MAS left policy unchanged, surprising analysts who expected tightening. 💵 Forex 💲 DXY is near 102.3, just below Monday’s 18-month high. 💶 EUR/USD is near 1.1210, close to its weakest level in 17 months. Lagarde’s comments were read as hawkish. 💴 USD/JPY is near 158.4, with the yen pressured by a cautious BoJ outlook. 🥇 Gold: around $4,168, holding support near $4,150. ₿ Crypto: Bitcoin is near $83,900 and Ethereum near $2,520. 📈 US 10-year yield: about 5.22%. 📅 Today’s Key Events (GMT) 🔥 12:30 – US CPI for September. Forecast: 3.6% y/y (prior 3.4%) and +0.6% m/m, with core +0.2% m/m. 🗣️ 09:40 – Fed’s Bowman speaks. Speeches from Lagarde, Bailey and Barkin also due. 📋 18:00 – Fed Beige Book. Markets price about a 22% chance of a Fed hike in October. A hot core reading could lift yields and the dollar

NORDFX Global

🔥 NordFX Expert View: US Inflation Heats Up Again US inflation has delivered another warning to the Fed. 🇺🇸 September CPI accelerated to 3.7% YoY, up from 3.4%, while monthly inflation reached 0.6%. More importantly, underlying inflation came in hotter than expected: 📈 Core CPI: 2.6% YoY vs 2.5% expected 📈 Core CPI: 0.3% MoM vs 0.2% expected The timing is uncomfortable. 🛢️ Brent is above $106 as tensions around Saudi Arabia and the Strait of Hormuz keep energy risks elevated. For the Fed, the message is clear: inflation is proving sticky. An October hike is still not the base case, but markets now see a December increase as highly likely. 💵 Higher-for-longer rates favour the dollar. 📊 Stocks face pressure from tighter financial conditions. 🥇 Gold is caught between high rates and geopolitical safe-haven demand. The market's question is shifting from "Is inflation falling?" to "How much more tightening will the Fed need?" 👉 Trade global markets with NordFX: https://my.nordfx.com/en/regis...

NORDFX Global

📏 NordFX | 0.10 Lot Is Not Always 0.10 Lot You type 0.10 into the order window. Familiar number. Familiar risk? Not necessarily. 👀 The same lot size can represent completely different exposure depending on what you trade: 💶 EURUSD – 1 lot = 100,000 EUR 🥇 XAUUSD – 1 lot = 100 oz ₿ BTCUSD – 1 lot = 1 BTC 📊 DE40 – 1 lot = 1 index unit So copying the same lot size from forex to gold, crypto or an index does not mean copying the same risk. 🔍 The difference is hidden in three numbers traders often overlook: contract size, tick size and tick value. And there are more traps. A tick is not always a pip. A tiny tick size does not necessarily mean tiny risk. And even a 0.00 tick size shown in MT5 does not mean a price move is worth nothing. Our new guide breaks it all down with practical examples and shows how to read instrument specifications, calculate the value of a price move and size positions more intelligently. 📊 👉 Before you compare lot sizes, compare what those lots actually represent. 📖 Read the full guide: https://nordfx.com/useful-arti...

NORDFX Global