-- 加拿大央行將於週三召開會議，瑞銀預計其立場將繼續保持謹慎。 瑞銀表示，近期公佈的通膨數據低於加拿大央行自身的預期，這進一步印證了在國內經濟情勢依然脆弱、勞動市場動態疲軟的情況下，市場應保持耐心。 瑞銀在致客戶的報告中指出，近幾週來，加幣（CAD 或 loonie）展現出一定的韌性，這得益於能源價格上漲和美元（USD）的普遍走弱。 儘管如此，瑞銀認為這種支撐目前仍是有限的。報告指出，在伊朗戰爭的影響下，美元依然強勢，而加幣的套利吸引力有限，且美墨加協定（USMCA）相關進展仍存在持續的不確定性。 瑞銀補充道，加元的中期前景依然「受限」。 因此，瑞銀繼續傾向於做空加元兌高收益貨幣，以及做空部分美墨加協定貨幣對，因為政治和貿易相關風險可能會使市場情緒不穩定。
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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