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加拿大央行小幅上调今年及2027年GDP增长预期,原因是出口和企业投资逐步回升。

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-- 加拿大央行周三表示,将今年经济增长预期小幅上调至1.2%,并预计2027年将升至1.6%,略高于潜在产出增长率,因为出口和商业投资正在逐步回升。 加拿大央行在其季度货币政策报告(MPR)中指出,预计2028年国内生产总值(GDP)将增长1.7%。 今年1月发布的上一份MPR预测今年GDP增长率为1.1%,但未给出2028年的预测。 加拿大央行补充道,加拿大经济增长与1月份MPR的预测基本一致。消费者和政府支出支撑着GDP增长,而美国关税及相关的贸易不确定性则对出口和投资构成压力。在油价冲击发生之前,通胀率已如预期般放缓。 加拿大央行表示,中东战争已经对经济产生影响。直接影响体现在汽油价格上涨,3月份消费者价格指数同比上涨2.4%。 前景高度依赖于关键假设,包括美国关税保持不变,以及油价从第二季度的每桶90美元逐步下降至2027年年中的每桶75美元。 周三发布的货币政策报告(MPR)指出,假设全球油价如预期下跌,预计通胀率将在4月份达到约3%的峰值,然后在2027年初回落至2%的目标水平。2027年和2028年,经济疲软将抑制物价上涨,并在很大程度上抵消成本上升的影响,从而使通胀率保持在2%的目标水平附近。

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