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瑞银表示,加拿大春季预算更新显示政府将动用节省下来的资金。

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-- 瑞银表示,加拿大政府周二发布了春季经济展望报告,将2025-26财年的财政赤字预测值下调约20亿加元至约670亿加元,约占国内生产总值(GDP)的2.1%,低于此前预测的2.5%。 瑞银在致客户的报告中指出,这意味着赤字占GDP的比重将比2024-25财年扩大0.9个百分点,预计2026-27财年和2027-28财年的赤字占GDP的比重将分别维持在1.9%和1.8%。 瑞银表示,2025-26财年赤字前景的改善反映了经济增长和收入因油价上涨而增加,同时也反映了对未来几年多项计划预期实施情况的重新评估。 这包括修订自然灾害负债准备金,以及修订清洁经济投资税收抵免和电动汽车电池制造补贴的实施时间。 由于预期支出增速放缓,瑞银将本财年财政支持预期下调了十分之一,并略微增加了对明年和2028年的预期。因此,瑞银对今年实际GDP增长的预期为1.5%,2027年为1.7%,2028年为1.8%。 自2025年预算案发布以来,并纳入春季经济更新,预计未来六年财政支出将达到约550亿加元,其中约380亿加元来自本周的更新。 新增支出的大部分是未来三年约250亿加元的现金支出,用于启动加拿大主权财富基金——“加拿大强大基金”——以及约60亿加元用于提升年轻工人的技能和支持住房供应。

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瑞银表示,加拿大春季预算更新显示政府将动用节省下来的资金。 | FINWIRES