由于美国关税引发的担忧，加拿大7月份CPI预计月环比上涨0.4%。加拿大统计局将于周二发布7月份的消费者价格指数（CPI）。这将引起市场的关注，因为它将为加拿大银行提供有关通货膨胀如何变化的新信息，并用于设定利率。

Canada CPI expected to rise to 0.4% MoM in July amid concerns driven by US tariffs.Statistics Canada will issue the Consumer Price Index (CPI) for July on Tuesday. This will attract the market's attention since it will provide the Bank of Canada (BoC) with fresh information on how inflation is changing, which they use to set interest rates.

First Light新闻：特朗普与泽连斯基会晤；加拿大通胀受到关注。周一，市场观察到美元小幅上涨，美元指数上涨0.3%，触及50天简单移动平均线98.07的底部。

First Light News: Trump-Zelenskiy Meeting; Canadian Inflation Eyed.Markets observed a modest bid in the US dollar (USD) on Monday, with the USD Index rallying 0.3% and touching the underside of a 50-day simple moving average at 98.07.

特朗普-泽连斯基会议取消，加拿大CPI可能突破Lull。外汇市场继续毫无信心地交易，主要货币对仅限于上周的区间。交易员大多处于观望状态，随着美联储官员对9月政策前景的权衡，预计本周末的杰克逊霍尔研讨会将成为下一个重要的催化剂。

Trump-Zelenskyy Meeting Shrugged Off, Canada CPI May Break Lull.The forex market continues to trade without conviction, with major pairs confined to last week's ranges. Traders are largely in wait-and-see mode, with the Jackson Hole Symposium at the end of the week expected to provide the next significant catalyst as Fed officials weigh in on the September policy outlook.

标准普尔/多伦多证交所周一微涨至27923点，因投资者在周二加拿大CPI公布和周五开始的杰克逊霍尔研讨会之前避免了大规模的定向押注。市场关注美联储主席杰罗姆·鲍威尔的言论和美联储会议纪要，因为9月份降息的可能性已经上升，而国内通胀数据将被分析，以寻找可能改变加拿大央行政策路径的线索。地缘政治上，特朗普总统表示，乌克兰应该放弃收复被吞并的克里米亚或加入北约的希望，这一立场使他更符合莫斯科通过谈判解决问题的做法。在行业层面，Shopify上涨1.1%，汤森路透上涨0.9%，宏利上涨0.7%，领涨，而与黄金相关的品牌Wheaton Precious和Franco Nevada下跌超过0.7%，权重股加拿大太平洋铁路下跌0.9%。

The S&P/TSX edged up to close at 27,923 on Monday as investors avoided large directional bets ahead of Tuesday’s Canadian CPI release and the Jackson Hole symposium starting Friday. Markets are focused on Fed Chair Jerome Powell’s remarks and the Fed minutes as odds of a September cut have risen, while the domestic inflation print will be parsed for clues that could alter the Bank of Canada’s policy path. Geopolitically President Trump signaled that Ukraine should abandon hopes of reclaiming annexed Crimea or joining NATO, a stance that aligns him more with Moscow’s approach to a negotiated settlement. On the sector level Shopify rose 1.1%, Thomson Reuters added 0.9% and Manulife gained 0.7% to lead gains, while gold-related names Wheaton Precious and Franco-Nevada slipped more than 0.7% and heavyweight Canadian Pacific Railway fell 0.9%.