-- 加拿大丰业银行表示,下周二,加拿大人将首次了解总理马克·卡尼政府在新财政框架下推行的万亿加元计划的进展情况。 该银行指出,2026年春季经济报告将在全球高度不确定的背景下发布,这反而凸显了加拿大雄心勃勃的投资主导型战略的必要性。 丰业银行表示,尽管短期经济活动依然疲软,但随着风险的消散,经济复苏势头应该会增强。由于通胀风险目前暂时使加拿大央行无暇顾及,短期压力更多地转移到了财政政策上,如果下行风险成为现实,保持政策选择权或许是更稳妥的选择。 该银行指出,尽管面临诸多不利因素,但更强劲的名义增长前景可能意味着此次更新将带来更大的财政空间。这可能为增加支出打开大门,不过丰业银行预计,这些支出仍将在此前设定的赤字范围内进行。 在这种情况下,债务比率可能会显著改善,反映出历史国内生产总值(GDP)的大幅修正。 此次更新将在高度波动的市场环境下发布。该银行补充道,即使财政政策运作得当,但最终结果可能不会有实质性变化,短期内也不太可能对市场产生影响。 更重要的是,要观察投资议程是否正在取得进展,因为一些投资者可能仍会对执行情况和地缘政治风险保持谨慎。 总而言之,此次更新的目的可能是保持增长势头并提高执行效率,同时为2026年预算案中更大胆的举措奠定基础。
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