欧元/加元 (EURCAD) 加自选

周五，标准普尔/多伦多证交所综合指数上涨1%，收于28333点的历史新高，此前美联储主席杰罗姆·鲍威尔表示，美联储最早可能在9月开始降息。鲍威尔强调，自上次会议以来，劳动力市场的风险一直处于优先地位，可能需要下个月降息25个基点，这刺激了全球对债券和风险资产的需求。科技股领涨，Shopify上涨3.4%，Constellation Software上涨2.5%，Celestica上涨3.6%。能源股也表现优异，Cenovus在同意以79亿加元收购MEG Energy后飙升7.1%，该交易重新评估了油砂协同效应，并突显了整个行业并购的新势头。矿业权重股进一步支撑，随着大宗商品价格走强，交易价格普遍走高。本周，多伦多证交所上涨1.5%。

The S&P/TSX Composite Index rose 1% to close at a record high of 28,333 on Friday, after Federal Reserve Chair Jerome Powell signaled the central bank could begin cutting interest rates as early as September. Powell emphasized that risks to the labor market have taken precedence since the last meeting, likely warranting a 25bps cut next month, which fueled demand for bonds and risk assets globally. Technology stocks led the advance, with Shopify climbing 3.4%, Constellation Software up 2.5%, and Celestica gaining 3.6%. Energy shares also outperformed, driven by a 7.1% surge in Cenovus after it agreed to acquire MEG Energy in a C$7.9 billion deal that re-rates oil sands synergies and underscores renewed M&A momentum across the sector. Mining heavyweights added further support, trading broadly higher alongside stronger commodity prices. For the week, the Toronto exchange gained 1.5%.

随着美联储的鲍威尔变得更加温和，加元三个月来涨幅最大。周五，随着美联储主席杰罗姆·鲍威尔（Jerome Powell）打开降息之门，加拿大采取行动缓解与美国的贸易紧张局势，加元兑美元汇率收复了每周的所有跌幅。

Canadian dollar rallies the most in three months as Fed's Powell turns more dovish.The Canadian dollar recouped all of its weekly decline against the U.S. dollar on Friday as Federal Reserve Chair Jerome Powell opened the door to interest rate cuts and Canada made a move to ease trade tensions with the United States.

更多特朗普新闻：认为加拿大取消报复性关税是明智之举。。特朗普总统表示，加拿大取消报复性关税是“好的”，并表示他预计很快会与卡尼总理再次通话，强调他希望“对加拿大好”，昨天进行了富有成效的对话。

More Trump News: Thought Canada removing retaliatory tariffs was wise..President Trump remarked that Canada's removal of retaliatory tariffs was “nice” and said he expects to have another call with Prime Minister Carney soon, emphasizing that he wants to be “good to Canada” and had a productive conversation yesterday.

欧洲股市周五收高，追随美联储主席杰罗姆·鲍威尔暗示央行可能在即将召开的会议上降息后全球股市的上涨。斯托克50指数上涨0.5%，至5492点，为2月以来的最高点，斯托克600指数上涨0.5%至562点，距离历史高点不到2点。美联储主席指出，自上次会议以来，劳动力市场的风险得到了优先考虑，下个月可能需要降息25个基点，推动市场大量购买债券和风险较高的资产。受益于宽松金融环境前景的重量级奢侈品集团股价上涨，LVMH、爱马仕和开云集团股价上涨2.5%至1.5%。汽车生产商和科技股也上涨，Stellantis、梅赛德斯-奔驰和ASML各上涨近2%。与此同时，修订后的数据显示，德国经济在第二季度收缩幅度更大，这是由于美国公司在今年早些时候提前购买以击败关税后，制造业疲软所拖累的。

European stocks closed higher on Friday, tracking the upswing for global equity markets after Fed Chair Jerome Powell signaled that the central bank is likely to cut rates in its upcoming meeting. The STOXX 50 added 0.5% to 5,492, the highest since February, and the STOXX 600 gained 0.5% to 562, less than two points away from its record high. The Fed Chair noted that risks to the labor market gained priority since the last meeting and likely warrant a 25bps cut next month, driving markets to pile on bonds and riskier assets. Heavyweight luxury conglomerates, which benefit from the outlook of looser financial conditions, rallied with LVMH, Hermes, and Kering adding between 2.5% and 1.5%. Auto producers and tech also gained, with Stellantis, Mercedes Benz, and ASML advancing close to 2% each. Meanwhile, revised data showed Germany’s economy contracted more sharply in Q2, dragged by a weaker manufacturing sector after US firms front-loaded purchases earlier in the year to beat tariffs.