标准普尔/多伦多证交所综合指数周四上涨0.8%，收于23780点以上，创下历史新高，因为美联储大幅降息后，该指数利用了全球积极情绪。此举引发了人们对经济潜在软着陆的乐观情绪，使金融和大宗商品生产部门都受益。道明银行、布鲁克菲尔德、丰业银行、蒙特利尔银行和宏利等主要金融机构领涨，涨幅从1%到1.7%不等。在能源领域，受油价上涨的推动，森科尔（1.2%）、帝国石油（1.7%）、加拿大天然气公司（2.2%）和Cenovus（1.9%）等与石油挂钩的股票也大幅上涨。与此同时，Wheaton Precious、Teck Resources和Franco Nevada等主要矿业股分别上涨0.9%、2.7%和1.1%，而艾芬豪矿业在金属大宗商品需求前景乐观的背景下飙升超过6.5%。此外，信用敏感型电子商务巨头Shopify上涨2.7%。

The S&P/TSX Composite Index climbed 0.8% to above the 23,780 level on Thursday, reaching a new record high as it capitalized on positive global sentiment following the US Federal Reserve's outsized interest rate reduction. This move spurred optimism about a potential soft landing for the economy, benefiting both financial and commodity producing sectors. Major financial institutions including TD Bank, Brookfield, Scotiabank, BMO, and Manulife led the charge, with gains ranging from 1% to 1.7%. In the energy sector, oil-linked equities such as Suncor (1.2%), Imperial Oil (1.7%), Canadian Natural (2.2%), and Cenovus (1.9%) also experienced significant increases, buoyed by rising oil prices. Meanwhile, key mining stocks like Wheaton Precious, Teck Resources, and Franco-Nevada rose by 0.9%, 2.7%, and 1.1%, respectively, while Ivanhoe Mines soared over 6.5% on the back of a positive demand outlook for metal commodities. Additionally, credit-sensitive e-commerce giant Shopify gained 2.7%.

受美联储利率决定和美联储主席杰罗姆·鲍威尔关于未来货币政策前景的言论的影响，标准普尔/多伦多证交所综合指数周三下跌0.4%，收于23593点。鲍威尔在声明中向市场保证，降低借贷成本没有紧迫性，并澄清说，今天的50个基点的降息不应被视为先例。他的言论引发了市场情绪的广泛逆转，导致原油和黄金放弃了早些时候的涨幅，这给能源生产商和主要矿业股带来了压力。森科尔下跌0.6%，帝国石油下跌0.4%，Cenovus下跌0.4%。同样，Agnico和Barrick Gold分别下跌了1%和1.8%。其他显著下跌包括加拿大国家铁路和星座软件，分别下跌1.5%和1.3%。相比之下，电子商务巨头Shopify的股价上涨了1.2%。

The S&P/TSX Composite Index settled 0.4% lower at 23,593 on Wednesday after a volatile afternoon influenced by the Federal Reserve's interest rate decision and remarks from Fed Chair Jerome Powell regarding the outlook for future monetary policy. In his statement, Powell reassured markets that there is no urgency to lower borrowing costs and clarified that today’s 50-basis point reduction should not be viewed as a precedent. His comments triggered a broad reversal in market sentiment, causing crude oil and gold to relinquish earlier gains, which pressured energy producers and major mining equities. Suncor fell by 0.6%, Imperial Oil by 0.4%, and Cenovus by 0.4%. Similarly, Agnico and Barrick Gold dropped by 1% and 1.8%, respectively. Other notable declines included Canadian National Railway and Constellation Software, which fell by 1.5% and 1.3%, respectively. In contrast, e-commerce giant Shopify saw its shares rise by 1.2%.

加拿大10年期政府债券收益率从9月16日达到的16个月低点2.87%升至2.95%，与美国国债收益率一致，因为市场评估了北美的货币政策前景。美联储大幅下调政策利率50个基点，但美联储主席鲍威尔指出，这并不意味着在进一步的会议上大幅放松货币政策，从而推动收益率反弹。在加拿大，8月份的整体通胀率达到了加拿大央行2%的目标，这是自2021年2月以来的最低水平，主要是由于汽油价格下跌，略低于预期。核心通胀也有所缓解，央行的两项指标同比平均为2.35%，低于7月份的2.55%，与预测一致。这些事态发展强化了州长Tiff Macklem的建议，即在对劳动力市场和油价可能下跌的担忧下，可能会加速降息，导致市场预计降息50个基点，从而限制了对收益率的支持。

The yield on Canada’s 10-year government bond rose to 2.95% from a 16-month low of 2.87% reached on September 16th, tracking US Treasury yields as markets assessed the monetary policy outlook in North America. The Fed cut its policy rate by an aggressive 50bps, but Fed Chairman Powell noted that does not translate to sharp monetary loosening in further meetings, which drove yields to rebound. In Canada, headline inflation met the Bank of Canada’s 2% target in August, the lowest level since February 2021, primarily driven by falling gasoline prices and slightly below expectations. Core inflation also eased, with the Bank’s two measures averaging 2.35% year-on-year, down from 2.55% in July, aligning with forecasts. These developments reinforced Governor Tiff Macklem’s suggestion of potential accelerated rate cuts amid concerns about the labor market and possible declines in oil prices, leading markets to anticipate a 50-basis point reduction, thereby limiting support for yields.

美元兑加元上涨至4周高点1.36。在过去的4周里，美元加元下跌了0.09%，在过去的12个月里，它上涨了1.27%。

USDCAD increased to a 4-week high of 1.36. Over the past 4 weeks, US Dollar Canadian Dollar lost 0.09%, and in the last 12 months, it increased 1.27%.