-- 加拿大帝国商业银行(CIBC)表示,周四公布国内生产总值(GDP)数据后,加拿大国债收益率有所下降,部分抵消了前一天因市场预期加拿大央行鹰派言论而出现的上涨行情。 该行指出,加拿大经济增长似乎在第一季度有所复苏,但远未达到最佳状态,3月份的初步数据显示,季度末经济增长可能再次停滞。GDP增长和就业持续不平衡表明,经济中的闲置产能尚未被消化,并将继续抵消能源价格上涨的影响,从而抑制核心通胀指标。 因此,CIBC仍然认为,加拿大央行可以忽略当前通胀率的飙升,并在今年维持利率不变。 2月份的月度GDP数据显示环比增长0.2%,与市场普遍预期一致。3月份GDP的初步数据显示,该月GDP与上月持平。 加拿大帝国商业银行(CIBC)表示,尽管第一季度经济增长似乎接近加拿大央行货币政策报告的预测,但3月份再次出现的停滞令人担忧,因为这会影响春季的经济动能。消费者支出似乎再次放缓,考虑到汽油价格上涨带来的压力以及劳动力市场依然疲软,这种情况是可以理解的。 该行仍然认为,即使能源价格上涨的影响在某些领域显现,加拿大经济仍有足够的闲置产能来维持核心通胀指标的温和水平,这将使加拿大央行能够将利率维持在2026年之前不变。
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