标准普尔/多伦多证交所综合指数周五上涨0.3%，突破30350点，继昨日下跌后，主要受贱金属、工业和公用事业的推动。与此同时，交易员们评估了最新的就业数据，以寻找有关利率走势的线索。加拿大经济在9月份意外增加了6万个工作岗位，受关税影响的制造业增长领涨，而失业率稳定在7.1%，略低于市场预期的7.2%。涨幅最大的公司包括Cameco公司（+4.6%）、Aritzia公司次级投票权股票（+13.9%）、NexGen能源公司（+4.2%）和Northland电力公司（+2.4%）。矿业公司First Quantum Minerals上涨近2%，此前摩根大通将其评级从“中性”上调至“增持”。

The S&P/TSX Composite rose 0.3% to surpass 30,350 on Friday, following yesterday's decline, mainly boosted by base metals, industrials and utilities. Meanwhile, traders assessed the latest employment figures for clues about the trajectory of interest rates. Canada's economy added an unexpected 60,000 jobs in September, led by gains in the tariff-struck manufacturing sector, while unemployment held steady at 7.1%, slightly below market expectations of 7.2%. Top advancers included Cameco Corporation (+4.6%), Aritzia Inc Subordinate Voting Shares (+13.9%), NexGen Energy (+4.2%) and Northland Power (+2.4%). Mining company First Quantum Minerals rose nearly 2% after JP Morgan upgraded its rating to 'overweight' from 'neutral'.

加拿大9月就业人数激增，失业率稳定，劳动力激增。加拿大经济在9月份增加了惊人的6万个工作岗位（每月增长0.3%），比普遍预期的5万个增长高出5.5万个。细节同样强劲，全职职位增加了106k，私营部门增加了22K。

Canada's Jobs Jump Up in September, Unemployment Rate Steady as Labour Force Surges.Canada's economy added a staggering 60k jobs in September (+0.3% month/month), 55k more than consensus expectations for a 5k gain. The details were similarly strong with full-time positions jumping 106k, and the private sector rising 22K.

10月份，10年期加拿大政府债券的收益率一直在3.19%左右波动，接近5月份的低点，因为交易员继续关注经济、政治和货币的发展。市场对加拿大银行本月晚些时候再次降息25个基点的预期已从72%降至57%，此前强于预期的劳动力市场数据显示就业人数增加了6万人，而失业率意外稳定在7.1%。在政治方面，卡尼总理会见了美国总统特朗普，继续进行关税谈判。卡尼表示，加拿大“将得到一个更好的协议”，而特朗普承诺公平对待加拿大，但对包括墨西哥在内的更广泛的大陆贸易协议则不太承诺。此外，卡尼政府将于11月4日公布其第一份预算，预计将宣布新的以投资为重点的刺激措施。政府已表示计划将财政赤字扩大到GDP的3%左右。

The yield on the 10-year Canadian government bond has been fluctuating around 3.19% in October, near its May-lows, as traders continue to monitor economic, political, and monetary developments. Market expectations for another 25bps rate cut by the Bank of Canada later this month have fallen to 57% from 72%, following stronger-than-expected labour market data showing a 60K increase in employment, while the unemployment rate unexpectedly held steady at 7.1%. On the political front, Prime Minister Carney met with US President Trump to continue tariff negotiations. Carney said Canada “will get an even better deal,” while Trump pledged to treat Canada fairly but was less committal regarding a broader continental trade deal that includes Mexico. In addition, Carney’s government is set to unveil its first budget on November 4, where new investment-focused stimulus measures are expected to be announced. The government has indicated plans to expand the fiscal deficit to around 3% of GDP.

Loonie因强劲的就业数据而崛起，加拿大央行 压力减轻。9月强劲的就业数据表明，面对美国关税，加拿大经济比预期更具弹性，加元在美国早盘显著走强。乐观的数据为Loonie提供了可喜的提振，Loonie已经是本周表现最好的股票之一，并可能促使市场重新评估对进一步降息的预期加拿大央行 本月晚些时候。

Loonie Rises on Strong Jobs Data, BoC Pressure Eases.Canadian Dollar strengthened notably in the early U.S. session after robust September employment data signaled that Canada's economy was more resilient than anticipated in face of U.S. tariffs.. The upbeat data provided a welcome boost to the Loonie, which had already been one of the week's top performers, and may prompt markets to reassess expectations for further rate cuts from the BoC later this month.