-- 加拿大央行将于周三召开会议，瑞银预计其立场将继续保持谨慎。 瑞银表示，近期公布的通胀数据低于加拿大央行自身的预期，这进一步印证了在国内经济形势依然脆弱、劳动力市场动态疲软的情况下，市场应保持耐心。 瑞银在致客户的报告中指出，近几周来，加元（CAD 或 loonie）展现出一定的韧性，这得益于能源价格上涨和美元（USD）的普遍走弱。 尽管如此，瑞银认为这种支撑目前仍是有限的。报告指出，在伊朗战争的影响下，美元依然强势，而加元的套利吸引力有限，且美墨加协定（USMCA）相关进展仍存在持续的不确定性。 瑞银补充道，加元的中期前景依然“受限”。 因此，瑞银继续倾向于做空加元兑高收益货币，以及做空部分美墨加协定货币对，因为政治和贸易相关风险可能会使市场情绪不稳定。
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