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Equities

Canada’s main stock index opened higher Friday on gains in materials and financial stocks. On Wall Street, key indexes were also up after further signs of easing inflationary pressures boosted optimism that the Federal Reserve’s rate-hike cycle could be nearing an end.

At 9:32 a.m. ET, the Toronto Stock Exchange’s S&P/TSX composite index was up 123.97 points, or 0.61 per cent, at 20,509.44.

In the U.S., the Dow Jones Industrial Average rose 160.77 points, or 0.46 per cent, at the open to 35,443.49.

The S&P 500 opened higher by 28.34 points, or 0.62 per cent, at 4,565.75, while the Nasdaq Composite gained 149.72 points, or 1.07 per cent, to 14,199.83 at the opening bell.

On Friday, Canadian markets got a reading on the broad health of the economy in May.

Statistics Canada says GDP grew 0.3 per cent in May on a monthly basis, matching market forecasts. The agency says services-producing industries grew in May while goods-producing industries contracted. Looking ahead, however, the agency also said early estimates suggest June will see a contraction of 0.2 per cent.

“For Q2 as a whole, growth appears to be tracking around a 1-per-cent annualized pace, which is a half point below the Bank of Canada’s monetary policy report forecast,” CIBC senior economist Andrew Grantham said.

“However, there is scope for a rebound in the energy sector to help support activity in Q3.”

In the U.S., meanwhile, traders are watching the June personal consumption expenditures index, which offers the Federal Reserve’s preferred measure of inflation. The index measures prices consumers paid for goods and services and the changes in those prices.

Friday’s report showed that the measure of consumer prices fell last month to its lowest level since March 2021. Prices rose 3 per cent in June from 12 months earlier, down from a 3.8 per cent annual increase in May, though still above the Fed’s 2% inflation target. On a monthly basis, prices rose 0.2 per cent from May to June, up slightly from 0.1 per cent the previous month.

In earnings, Canadian investors will got results from Imperial Oil ahead of the opening bell. The Calgary-based company reported a net income of $675-million, or $1.15 per share, for the quarter ended June 30, down from $2.4-billion or $3.63 per share, a year earlier.

Late yesterday afternoon, TC Energy said it would split into two separate companies, spinning off its liquids pipelines business from its natural gas and low-carbon energy operations. The Calgary-based company announced its plan late Thursday afternoon. Only days earlier, it said it would sell 40 per cent of its two massive Columbia gas transmission systems in the United States to New York-based Global Infrastructure Partners (GIP) for $5.2-billion to help shore up its balance sheet, The Globe’s Emma Graney reports. Shares were down nearly 5 per cent in early trading in Toronto.

In the U.S., Imperial Oil parent Exxon also reports results.

Elsewhere, The Globe’s Stefanie Marotta and Andrew Willis report that, as Laurentian Bank of Canada’s month-end deadline for finding an acquirer nears, Bank of Nova Scotia and Toronto-Dominion Bank have bowed out, shrinking the list of takeover suitors. Scotiabank will not bid for Montreal-based Laurentian, the country’s ninth-largest lender, according to two sources familiar with the matter. It made its final decision on Wednesday, according to one of the sources.

Laurentian stock was down roughly 6 per cent shortly after the opening bell.

Overseas, the pan-European STOXX 600 was down 0.12 per cent in morning trading. Britain’s FTSE 100 edged up 0.14 per cent. Germany’s DAX added 0.21 per cent and France’s CAC 40 was flat.

In Asia, Japan’s Nikkei ended down 0.40 per cent. The Bank of Japan on Friday made its yield curve control policy more flexible and watered down its commitment to defend a cap on long-term interest rates, nodding to growing signs of creeping inflation and the side-effects of prolonged easing, Reuters reported.

Hong Kong’s Hang Seng closed up 1.41 per cent.

Commodities

Crude prices slipped in early trading but remained on track for a fifth consecutive week of gains helped by positive economic data out of the U.S.

The day range on Brent was US$83.54 to US$84.31 in the early premarket period. The range on West Texas Intermediate was US$79.50 to US$80.21. Both benchmarks are up more than 3 per cent for the week.

Crude drew some support from Thursday’s preliminary reading on U.S. GDP growth in the second quarter, which showed a gain of 2.4 per cent, better than markets had been forecasting. Earlier in the week, Fed chair Jerome Powell has said that a ‘soft landing’ for the U.S. economy was possible.

“We continue to see upside to oil prices through 3Q23, and expect pricing sustained above US$90/bbl (Brent) would likely be required to see a loosening in OPEC or Saudi Arabia’s voluntary crude supply cuts,” Baden Moore, head of commodity and carbon strategy at National Australia Bank, said, according to a Reuters report.

In other commodities, gold prices bounced off two-week lows early Friday morning.

Spot gold was up 0.3 per cent at US$1,950.84 per ounce, after earlier hitting its lowest level since July 12. U.S. gold futures rose 0.2 per cent to fUS$1,949.80 per ounce.

Currencies

The Canadian dollar was steady while its U.S. counterpart advanced against a group of world currencies.

The day range on the loonie was 75.47 US cents to 75.66 US cents in early trading. The Canadian dollar little changed over the past five days.

“Soft risk appetite and weaker commodities are headwinds for the CAD in the short run at least but the recent range highs for the USD continue to hold,” Shaun Osborne, chief FX strategist with Scotiabank, said in an early note.

On world markets, the U.S. dollar index, which weighs that currency against a group of global counterparts, was up 0.11 per cent at 101.89 in the predawn period. The index has risen 0.81 per cent over the last five days.

Elsewhere, the euro slid 0.16 per cent to US$1.0958, after having fallen 1 per cent the previous day. It was heading for a weekly drop of 1.5 per cent, its largest weekly fall since mid-May.

In bonds, the yield on the U.S. 10-year note was lower at 3.991 per cent.

More company news

Exxon Mobil Corp joined its rivals reporting a 56% slump in second quarter profit from a year ago, hurt by a drop in energy prices, in line with the midpoint of the company’s earnings preview released earlier this month. Oil majors’ profits fell sharply in the quarter from record levels a year earlier as oil and gas prices came off last year’s highs that were driven by Russia’s invasion of Ukraine. Profits at Chevron Corp, Shell and TotalEnergies shrank by 48%, 56%, 49% in the quarter, respectively. -Reuters

The Globe’s Eric Atkins reports Canadian Pacific Kansas City Ltd. reported its first financial results as a combined railway on Thursday, with revenues of $3.2-billion and profit of $1.3-billion, but signalled that its increased heft is no bulwark against economic uncertainty. Keith Creel, CPKC’s chief executive officer, said he is sticking with an earlier forecast for mid-single-digit growth in profit, despite a “challenging quarter” amid softer demand and wider economic uncertainty. “This is about the long game, it’s not about the first quarter of a new company,” Mr. Creel said on a conference call with analysts on Thursday.

Ford Motor raised its annual pretax profit expectation, but said it will slow the pace of electric-vehicle production as projected losses on its EV unit are now 50% higher than expected. The U.S. automaker raised its full-year profit forecast because of stronger than expected performance by its Ford Pro commercial division and the Ford Blue combustion vehicle business. -Reuters

Chipmaker Intel posted a surprise quarterly profit as a PC market slump started to ease, and forecast third-quarter earnings above Wall Street expectations, sending its shares up about 6%. The market for personal computers has tumbled over the past year, with inventory piling up because consumers had already bought machines needed during the pandemic. -Reuters

Procter & Gamble Co beat analysts’ estimates for quarterly sales on Friday, as the consumer goods giant benefited from multiple price hikes and resilient demand for its cleaning products, paper towels and other household products. The Tide detergent maker’s fourth-quarter net sales rose to US$20.55-billion, from US$19.52-billion a year earlier. Analysts on average had expected US$19.98-billion, according to IBES data from Refinitiv. -Reuters

Economic news

(8:30 a.m. ET) Canada’s monthly real GDP for May.

(8:30 a.m. ET) U.S. personal spending and income for June.

(8:30 a.m. ET) U.S. Core PCE Price Index for June.

Also: Ottawa’s budget balance for May.

With Reuters and The Canadian Press

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