🇨🇦 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%)
면책 조항: 본 게시글에 표현된 견해는 전적으로 작성자의 견해이며 Followme의 공식 입장을 대변하지 않습니다. Followme는 제공된 정보의 정확성, 완전성 또는 신뢰성에 대해 책임을 지지 않으며, 서면으로 명시적으로 언급되지 않는 한 해당 내용을 기반으로 취해진 어떠한 조치에 대해서도 책임을 지지 않습니다.

