-- 加拿大国家银行表示,美国关税问题对加拿大各省而言依然是热点,尤其是在即将对美墨加协定(CUSMA)进行审查之际。但自伊朗战争爆发以来,区域经济前景也发生了显著变化。 该银行指出,油价冲击叠加美国贸易保护主义造成的严重/针对性损害,有可能加剧各地区在经济和财政表现上的差异。 该银行指出,经济集中度已被证明是衡量各省经济增长和财政波动性的可靠指标。传统上经济“多元化”的省份可能无法像资源/石油密集型省份那样从预算利好中获益,而且很可能继续面临与关税相关的不利因素。 该银行补充说,其他制造业占比较低的省份,如果美墨加协定保持不变,则将相对免受影响。 为此,加拿大国家银行强调,必须从区域/行业角度审视加拿大的关税风险敞口。
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